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    Great teams are well knit families, We are also one

OUR TEAM

CA GAURAV JAIN - Top Ranked Banking Expert with 10 years of award winning service with Hongkong & Shanghai Banking Corporation (HSBC) manifested by vertical and horizontal movements in the career ladder; spearheaded Branch Banking Operations entailing Business Planning, New Client Acquisition, New Branch set-up, Profit Centre Operations, Business Development, Investment advisory, Process Control & Re-engineering, Regulatory Affairs & Audit, Customer Acquisition and Customer Service Operations.

Managed relationships of affluent customers (including NRIs) with total AUM of INR 2,000 M across equity and debt allocations by providing Wealth Management and Retail Banking Solutions.

Served as a SPOC for all the banking requirements and relationships under management and partnered with other businesses to develop and implement investment strategies for high net worth customers. Participated in investment briefings and portfolio manager conferences, worked closely with product and service providers, both within and outside the Group.

Excellent organization, time, and budget management proficiencies coupled with flexibility to handle a variety of tasks and shift priorities simultaneously. Strong interpersonal skills with high level of initiative, drive, and commitment to deliver results.


Key positions held at HSBC:

  • Vice President & Branch Head
  • Associate Vice President & Deputy Branch Head
  • Associate Vice President, Premier

Worked as Audit manager at BansiS Mehta, Chartered Accountants, Mumbai. Conducted statutory audits of listed, public & private companies. Evaluated the shortcomings in existing internal control procedures. Assisted in preparation of income tax returns of individuals, HUF, partnership firms and companies.

Profile of rest of the Team Members will be updated soon.