Sathiyamoorthy Parthasarathy

Certified Forex Officer | Banking & Investment Operations Leader | Head – India Operations at Avestar Capital

Seasoned banking and KPO professional with 19+ years of cross-functional experience, including over a decade in leadership roles. Adept at steering operations across Foreign Exchange, Credit Underwriting, Treasury, and Risk Management, backed by RBI-mandated certifications. Proven track record of managing retail and MSME branches with full P&L responsibility, covering portfolio growth, recovery, risk, and asset-liability management.

Currently leading India Operations at Avestar Capital, a global multi-family office, where I am focused on scaling investment operations and building high-performing teams. My role spans portfolio management, billing, family office solutions, and implementing robust processes and platforms for reporting and performance tracking.

Core Competencies & Certifications

Certified Forex Officer -RBI-mandated certification for Forex & Treasury operations in Indian banks Certified Credit Officer – RBI-mandated credential for credit underwriting Certified Associate of Indian Institute of Banking & Finance (CAIIB) Branch Operations Head – 5+ years of leadership in retail & MSME banking (credit, deposits, recovery, P\&L, ALM) Risk & Treasury Management – Extensive experience in regulatory risk frameworks and asset-liability strategies Investment Operations – Building operational infrastructure for a global multi-family office Portfolio Management Systems – Implementing end-to-end solutions for investment reporting and analytics Team Leadership & Process Design – Strong record of building scalable, compliant, and efficient operational teams