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Vipul Desai · Mumbai, Maharashtra, India.
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Profile updated Nov 2026 · Sourced from public professional profiles · Legitimate-interest B2B basis
About
Chief Investment Officer & Chief Financial Officer | Private Equity | Family Offices
I am a senior investment professional with over two decades of experience in private equity, family offices, and multi-asset investments. Over my career, I have successfully led and structured 30+ growth and late-stage PE transactions, generating strong exits across healthcare, BFSI, industrials, and consumer sectors.
What differentiates me is my dual expertise as both CIO and CFO—combining sharp investment judgment with strong financial stewardship and governance. I have designed and executed investment strategies spanning private equity, structured credit, public markets, and alternatives while ensuring risk management, compliance, and tax efficiency across jurisdictions.
As a trusted advisor to UHNW families, I focus on capital preservation, intergenerational wealth transfer, and long-term value creation. My approach blends disciplined diligence with innovative structuring, aligning investments with both financial and family objectives. I thrive on building transparent processes, nurturing investor confidence, and delivering results in complex markets.
Experience
CIO and CFOCurrent
Prasid Uno Family Office · Mumbai Area, India
Jul 2018 – Present
• Lead multi-asset investment strategy for a prominent Indian family office, covering PE, public equity, structured credit, and alternatives. • Executed 15+ growth & late-stage PE investments, securing multiple exits with strong IRRs. • Structured cross-border allocations using ELNs, CoCos, Trust Preferreds, and Gold Collars to enhance yield with downside protection. • Built NAV-based performance dashboards and implemented tax-efficient structures to optimize intergenerational wealth planning. • Ensured full compliance with SEBI, RBI, and FEMA regulations, advising on succession planning and family governance.
CFO
Rabo Investments · India
Mar 2016 – Feb 2018
• Directed fund operations and finance for late-stage PE investments in agribusiness. • Managed capital calls, redemptions, investor reporting across INR & USD funds, improving transparency and tax efficiency. • Oversaw NAV/valuation, regulatory compliance, and exit strategy execution. • Served as Integrity Risk Officer & EHS Officer, implementing robust risk frameworks.
Education
Skills
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