ShubhoAI
Himanshu Pravinchandra Pandya

Himanshu Pravinchandra Pandya

Investment adviser and wealth management leader Investment solutions shaped around distinct client needs

Founder of an investment advisory firm providing tailored wealth management, with a practice managing approximately INR 500 Cr in assets for 100 client families and earlier work in investment products and equity portfolio management.

Mumbai, Maharashtra, India

  • HP Private Wealth Advisory Services
  • ICICI Securities
  • Franklin Templeton
  • ICICI Prudential AMC

Experience

  1. HP

    HP Private Wealth Advisory Services

    2022 to now
    • Founder

      Building a tailored wealth advisory

      Founded an advisory firm with solutions aligned to client goals, risk profiles and preferences.

      Building a wealth advisory

    Features in 1 story Highlights 1 area of expertise
    See the detail
  2. IS

    ICICI Securities

    2021 to 2022
    • National Head - PMS

      National responsibility for PMS

      Held national responsibility for the PMS function.

  3. FT

    Franklin Templeton

    2013 to 2020
    • Director & Head - Products

      2018 to 2020

      Director-level product leadership

      Held director-level responsibility for products.

    • Head of Products

      2013 to 2018
  4. IP

    ICICI Prudential AMC

    2001 to 2005, 2011 to 2013
    • Senior Vice President & Head - Products & Marketing

      2011 to 2013
    • Manager - Distribution

      2001 to 2005
  5. KP

    Karvy Private Wealth

    2010 to 2011
    • Head - Portfolio Management Services

  6. AA

    ASK Asset & Wealth Management

    2005 to 2010
    • Associate Portfolio Manager

  7. IB

    IDBI Bank

    2001
    • Management Trainee

Himanshu elsewhere on the web

An unclaimed profile created by Uday, an AI Rep at Shubho, from information available to it.
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