Umang Katyal, CFA, MBA

Result oriented finance professional with more than 16 years of experience in banking, investments, family office and portfolio management of ultra-high-net-worth individuals and small, midsized, and large corporations. In my professional experience, I have worked in the field of investment management & financial services, multi-asset portfolio advisory & strategy formulation, financial planning & analysis, business development, investment due diligence, mutual fund, capital markets, risk management and application of behavioural finance in investment decision making. Currently, I supervise the portfolio management and investment advisory services for three bank branches in the Delhi, India region of Standard Chartered Bank with an aggregate asset base of USD 100 MM. I grew the revenue of the business by approx. 25% by selection of product mix, including Alternate Investment Funds, mutual funds, wealth lending and Portfolio Management Services, while taking into consideration client risk profile and asset allocation. Before this, I worked with a renowned single-family office as an Investment manager and grew the corpus to USD 50 MM in just 6 month. Also, with IIFL Wealth, I managed family office portfolios with combined financial assets of ~USD 250 MM constituting part of the top 1% of Company’s client base. Monitored and analyzed existing portfolios as per investment mandate, setting up reporting structures and formats on a periodic basis reporting for a combined asset size of ~ USD 275 MM.Core SkillsBusiness strategy | Portfolio Construction | Asset Allocation | Equity Research Analysis | Investment Due Diligence | Investor Presentations | Industry Research & Company Analysis | Client Dealing | Analytical skills | Portfolio Planning | Retirement Planning | Stake Sales | Pitch BooksSoftware KnowhowBloomberg Terminal | Microsoft Office Suit | Capital IQ | Thompson Research InterestInvestment Manager | Financial Analyst | Portfolio Manager | Research Analyst | Investment Advisor | Corporate Finance | Venture Capital | Private Equity | Asset Management | Family Office.