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Rohinton Bharucha · Mumbai, Maharashtra, India.
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Profile updated Oct 2026 · Sourced from public professional profiles · Legitimate-interest B2B basis
About
45+ years experience with focus on investments and asset management. Established the Patni Family Wealth Office and managed it from 2002 till 2021. Continue as Strategic Investment Advisor after retirement in 2021.
See interview at www.hubbis.com: http://www.hubbis.com/articles_content.php?aid=3509&t=
Specialties: : Investments - fundamental research/ valuations; technical chart analysis; global perspective : Strategic asset allocation - listed & unlisted markets in equities, fixed income & alternate assets : Due Diligence : Technical trading skills - commodities, currencies, equity F&O : Tactical (dynamic) asset allocation : Sourcing of appropriate assets for investment : Excellent awareness of global financial trends/issues
Experience
Strategic AdvisorCurrent
Nov 2021 – Present
President & CEO - Patni Family Office
Patni Financial Advisors Pvt Limited · Mumbai Area, India
Jul 2003 – Aug 2022
Conceptualised and implemented among the earliest dedicated family office in India in 2003. Built up a team from scratch to cater to the Patni family's needs across investments, legal, tax, logistics and estate upkeep. Have established a combination of strategic and tactical investing achieving maximum positive impact on returns. Dynamism in asset allocation has been a key solution to deliver stable high return on the family's AUM. Similar investment processes established for the forex remitted under RBI's LRS.
Education
Skills
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