Srinivasan K C

As a Private Wealth and Investment Advisor with 19+ years across leading banks and wealth platforms, I help ultra‑HNI families, business owners and corporates preserve, grow and govern their capital through disciplined, multi‑asset investing.

Today, as Principal / Deputy Vice President at FundsIndia Private Wealth, I steward significant portfolios for ultra‑HNIs and corporate clients, advising on mutual funds, AIFs, bonds, structured products, and treasury solutions aligned to each client’s risk profile, cash‑flow needs and long‑term goals.

My approach is simple: protect downside, compound capital over time, and ensure every decision is backed by data, process and clear communication. I focus on asset allocation, risk management, liquidity planning, tax awareness (in consultation with tax advisors) and succession considerations so that families and promoters can focus on their businesses while their wealth is professionally managed.

Over the years, I have managed large books of HNI and ultra‑HNI clients across ICICI Bank, HDFC Bank, IndusInd Bank and now FundsIndia Private Wealth, handling portfolios, lending, forex/trade and corporate banking needs. This exposure helps me bridge both sides of a client’s balance sheet – investments and liabilities – to create integrated strategies.

Clients trust me for consistency, transparency and the ability to navigate volatile markets without losing sight of their long‑term objectives. I typically work with: Promoters and business owners, Ultra‑HNI families and senior professionals, Corporates and treasury teams looking for structured investment and liquidity solutions.

If you are exploring a trusted advisor to manage and grow your family or corporate wealth with a long-term, risk-aware framework, I’m happy to connect for a confidential discussion.