Vinay Agnani

Head- Multi Asset @ Motilal Oswal Private Wealth

About

Experienced Investment Advisor with a demonstrated history of working in the banking industry. Skilled in Analytical Skills, Retirement Planning, Investment Advisory, Mutual Funds, and Finance. Strong finance professional graduated from University of Mumbai.

Country

India

City

Mumbai

Industry

Banking

Skill

Fund Management, Retirement Planning, Strategic Financial Planning, Investments, Mutual Funds, Investment Strategies, Financial Advisory, Analysis, Investment Advisory, Equity Research, Wealth Management, Equities, Portfolio Management, Financial Markets, Finance, Financial Planners, Financial Planning, Investment Management, Alternative Investments

Experience

Head- Multi Asset

Motilal Oswal Private Wealth

2026-7 - Present · 3 mos

Mumbai

Director

Julius Baer

2025-4 - 2026-7 · 1 yr 4 mos

Mumbai, Maharashtra, India

Portfolio Manager - Multi Asset PMS, Fund of Fund PMS

Associate Director

Julius Baer

2024-1 - 2025-4 · 1 yr 4 mos

Mumbai, Maharashtra, India

Portfolio Manager - Multi Asset PMS, Fund of Fund PMS

Associate Director

Julius Baer

2022-6 - 2024-1 · 1 yr 8 mos

Mumbai, Maharashtra, India

Product Manager - PMS

Investment Counsellor

DBS Bank

2018-7 - 2022-7 · 4 yrs 1 mo

Mumbai

Investment Advisor

Standard Chartered

2014-8 - 2018-7 · 4 yrs

Mumbai Area, India

1) Leading and managing the Investment Services business at the allocated branch. 2) Raising fresh AUM by offering various financial products ( like mutual funds, bonds, PMS, structured products etc) across asset class to the clients as per their risk profile and time horizon 3) Generating fee income from the various products offered. 4) Coaching the Relationship Managers who are tagged to me in a branch. 5) Organising events for the clients

Sr. Investment Consultant

PersonalFN

2010-5 - 2014-7 · 4 yrs 3 mos

Nariman Point, Mumbai

Consulting Clients on Financial Planning, Understanding clients goal based requirements (like retirement planning, planning for assets, childrens education, debt management etc.) and accordingly offering solutions to them by building a financial plan. Single point of contact between the client and the financial planners. Analysing clients risk appetite and time horizon for investments and accordingly advising various investment strategies.