Aniruddha Wate

Vice President- Portfolio Coach @ Centricity WealthTech

About

With over 14 years of experience in wealth management, I specialize in helping high-net-worth individuals, professionals,business families, and entrepreneurs navigate the complexities of estate planning, succession strategies, and stake sales.My focus is on creating tailored, long-term solutions that preserve and grow wealth across generations. I bring a deep understanding of financial instruments, family governance structures, and liquidity events, ensuring clients can make informed decisions during critical transitions.

Country

India

City

Pune Division

Industry

Banking

Skill

Team Management, Operations Management, MIS, Strategic Financial Planning, Cross Selling, Market Research, Management, Vendor Management, Recruiting, Marketing Research, Finance, Business Development, Customer Relationship Management (CRM), Business Strategy, Competitive Analysis, Management Information Systems (MIS), Business Analysis, Marketing

Experience

Vice President- Portfolio Coach

Centricity WealthTech

2026-4 - Present · 6 mos

Pune District

Deputy Vice President:Portfolio Coach

Centricity WealthTech

2025-7 - 2026-3 · 9 mos

Pune District

• Collaborated with family offices to develop tailored wealth management strategies, focusing on stake sell and succession planning. • Provided expert guidance in estate planning, ensuring clients' financial legacies are preserved and enhanced. • Happy to connect with like minded business owners , family offices and professionals to be a partners in their wealth generation journey.

Client Partner and Team Head

ICICI Securities

2023-10 - 2025-7 · 1 yr 10 mos

Pune, Maharashtra, India

Deputy Vice President

Kotak Mahindra Bank

2022-4 - 2023-10 · 1 yr 7 mos

Pune, Maharashtra, India

Privy Relationship Manager

Kotak Mahindra Bank

2016-5 - 2023-10 · 7 yrs 6 mos

Pune, Maharashtra, India

Senior Relationship Manager

Ing Vysya Bank is now Kotak Mahindra Bank

2014-12 - 2016-4 · 1 yr 5 mos

Executive Office Client Servicing

Huhtamaki

2014-2 - 2014-11 · 10 mos

Relationship- Manager

Ing Vysya Bank is now Kotak Mahindra Bank

2012-5 - 2014-2 · 1 yr 10 mos

Mumbai Area, India

Offering advisory across wide range of financial and wealth products including equities, real estate, alternate investments, fixed income, and mutual funds. Responsible for conducting comprehensive review of client portfolios, assess strategies for clients based on individual objectives and risk-return expectations Identify opportunities and prepare customized asset allocation suggestions

Co- Coordinator Placement Cell

ISB&M, Pune

2010-7 - 2012-3 · 1 yr 9 mos

Pune

Functioned as a Coordinator of the Placement Assistance Cell at ISB&M, Pune from July 2010 - April 2012, the team responsible for placements of more than 700 students for Summer Internship and Final Placements. o Oversaw the conceptualizing, designing of Placement Brochure/Collaterals to market our institute. o Communicated with HR mangers, Recruitment Personnel and VP HR on behalf of the institute to build maintain and strengthen Corporate Relations o Followed up by tele calling, emails to touch base with recruitment personnel to invite them for Campus Recruitment o Managed presentations to corporates of why they should recruit from our institute. o Confirmed Corporate Guests for various college events, Guest lecture; taking care of their hospitality and make sure they go with a smile only to return back for placements. o Played a stellar role for the following initiatives:  Database Management.  Vendor Management and Practice of CRM.  Logistics Management.  Fund Management, Team Training and Motivation.  Team Selection and capability development  Operations Planning