Ashish Shanker

Managing Director and CEO at Motilal Oswal Private Wealth

About

• Currently responsible for leading the private wealth management business at Motilal Oswal Financial Services • Harvard Business School Alumni • Business Management Graduate from Bangalore University (1997) • Close to 24 years experience in the Financial Services Industry across geographies in India spanning asset management and private wealth business • Managed large teams across sales, investment advisory, product and support functions • Passionate about equity markets, wealth management and creating value for clients and the organisation Specialties: Investments, Wealth Management, Business Strategy, People management

Country

India

City

Mumbai

Industry

Financial Services

Skill

Strategic Financial Planning, Project Management, Portfolio Management, Asset Managment, Investment Advisory, Business Strategy, Asset Allocation, Asset Management, Financial Markets, Financial Services, Investment Banking, Wealth Management Services, Private Banking, Wealth, Estate Planning, Financial Planning, Capital Markets, Investments, Wealth Management, Team Management

Experience

Managing Director and CEO at Motilal Oswal Private Wealth

MOTILAL OSWAL WEALTH LIMITED

2021-4 - Present · 5 yrs 6 mos

Mumbai, Maharashtra, India

Deputy Managing Director & Head - Investments

MOTILAL OSWAL WEALTH LIMITED

2020-6 - Present · 6 yrs 4 mos

Investment Advisory, Products, Research, Family Offices, Client Acquisition

EVP & HEAD, Investments - Private Wealth

MOTILAL OSWAL WEALTH LIMITED

2012-10 - Present · 14 yrs

Mumbai Area, India

Managing a team across four verticals.viz. - Investment Products and Research - Financial Strategy - Trust and Estate Planning - Senior private bankers