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Vinay Basavaraj, CFA — Vice President · Kotak Alternate Asset Managers Limited · Bengaluru, Karnataka, India.
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Profile updated Oct 2026 · Sourced from public professional profiles · Legitimate-interest B2B basis
About
I bring a rare blend of athletic discipline and financial acumen to my work as an Investment Advisor. My career began in 2000 as a professional swimmer with the Border Security Force (BSF), where years of rigorous training instilled the discipline, focus, and resilience that continue to define my professional approach today. This grounding in competitive sport shaped how I evaluate risk, manage pressure, and pursue long-term goals — principles that translate directly into sound financial advisory practice. Transitioning into financial services marked the beginning of my second career, briefly punctuated by a period in academia. Today, as an Investment Advisor, I draw on this varied background — athletic, academic, and financial — to bring a disciplined, well-rounded perspective to client relationships and investment strategy.
Experience
Vice PresidentCurrent
Kotak Alternate Asset Managers Limited · Bengaluru
Jun 2025 – Present
Partner
Unien Capital Advisors · Bengaluru, Karnataka, India
Jun 2023 – Jun 2025
Unien Capital is a multi-family office and boutique investment advisory firm catering to UHNI clients. Our services include (but not restricted to) investment advisory, wealth management, and succession planning. As SEBI registered investment advisor, my role includes, but is not restricted to, the following: - Draft the Investment Policy Statement (IPS): Guidelines and objectives that governs all client-advisor engagements. - Wealth Planning and Management: Craft strategies to preserve and grow wealth in alignment with the IPS. - Investment Advisory: Provide expert guidance on portfolio management, including asset allocation across various investment vehicles such as stocks, bonds, private equity, and real estate. - Tax Planning: Structure investments and wealth in a way that maximizes tax efficiency, helping clients navigate complex tax regulations while minimizing liabilities - Estate Planning: Assist in the orderly transfer of assets through comprehensive estate planning services. - Risk Management: Assess potential risks associated with investments and market fluctuations, employing strategies to protect clients' assets and ensure stable growth over time.
Education
Skills
Recent activity
Country Risk Analysis
The Fintech Landscape
Is Artificial Intelligence (AI) the Invisible Hand?
Alternate Financing
Side Pocketing
Liquid funds: to redeem or not to redeem
Indian NBFCs and Investor Biases
How much life insurance does one need?
How triathlon helped me clear CFA level 2
The Fed rate hike and implications on Indian capital markets
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