Meet Our Team

20+
Years of experience

Vinay Rathi

Consultant Director - Wealth Advisory
About the Person:

Vinay Rathi is a highly experienced wealth management professional with a successful track record in the industry.

He has worked for several prestigious organizations, including HSBC, Anand Rathi, Motilal Oswal, and Polo Wealth, where he has built a wealth practice serving clients across retail, HNI, family offices, trusts, and corporates.

Vinay is Experienced Managing Partner with a demonstrated history of working in the investment management industry. Skilled in Equity Research, Banking, Asset Management, Equities, and Capital Markets. Strong business development professional with a MPA focused on accounting, corporate finance from University of Western Sydney.

Vinay specializes in financial planning, goal-based investment, and estate planning, with a vision to make equities a long-term asset class for all his investors. He has a deep understanding of the Indian equity market and uses a long-only investment style to manage strategies for his clients. Vinay's expertise lies in helping investors develop a disciplined approach to investing in equities, emphasizing the importance of patience and the ability to hold on to equities during times of volatility. He is committed to helping his clients achieve their financial goals through tailored investment solutions that align with their risk tolerance and investment horizon.

Overall, Vinay Rathi is a dedicated and knowledgeable wealth management professional with a passion for helping his clients build wealth and achieve their financial goals.

  • Experience in managing wealth for families for around 20 years.
  • Previously worked with HSBC, Anand Rathi & Motilal Oswal.
  • 25 most promising wealth managers for 2016-17 by Consultants Review Magazine.
Notable Achievements:

CNBC TV 18- Special Jury Award for Financial Advisors in Western India.

Top Skills:

Equities Private Banking Private Equity.

Personal Interests:

Passionate Sports Enthusiast: Amateur Runner, Golfer, and Tennis Player.