Rakesh came to AnandRathi PWM after an innings of 8 years at Deutsche Bank where he last served as Vice President, Private Wealth Management. Prior to financial services, he has held key positions in exalted organizations like Hindustan Unilever and Ranbaxy Laboratories.
He has been conferred with the Udyog Rattan Award and the Golden Global Achievers Award by the Institute of Economic Studies in appreciation of his contribution to the country’s financial services sector. A B.Tech from Indian Institute of Technology, Kanpur and MBA from JBIMS, Rakesh unwinds with a good game of bridge, a lifelong passion!
Feroze has a decade's experience in capital markets and is known for his radical methods of wealth management and financial engineering, in the industry. A brilliant thinker, the structured product industry has seen many of his product innovations succeed over a period of time. Prior to AnandRathi, Feroze was associated with eminent organizations such as Religare Macquarie for three years and RBS for seven years.
Feroze is a Mechanical Engineer and also holds a Post Graduate Diploma in Management with majors in Derivatives and Finance. He has a keen interest in the game of bowling and delivers guest lectures on finance at several B schools.
Poonam has over 18 years of experience in Banking and Financial Advisory space. Her expertise lies in providing valuable advice to HNI and NRI clientele. Prior to joining the AnandRathi Group, Poonam has held key positions in reputed organizations such as ANZ Grindlays Bank, HSBC and Deutsche Bank.
Poonam has been an active founder member at Deutsche Bank, lead NRI services at ANZ Grindlays Bank and headed branch management at HSBC. A CAIIB and graduate from University of Calcutta, Poonam is passionate about arts, sculptors and is an avid traveler.
Arjun joined Anand Rathi PWM in 2007, after an association of 8 years with various organisations like HDFC Ltd, ICICI Bank and his last stint was with HSBC as Senior Vice President in the wealth management advisory proposition to HNI and NRI clientele. A staunch advocate of asset allocation and financial plans, Arjun’s years of experience have helped him develop high levels of trust and integrity with his clients. Along with managing a large portion of his clients’ assets and successfully leading a team of bankers, he has now been entrusted with the added responsibility of managing the Kolkata market in the Private Banking space.
An Economics graduate from Presidency College, Arjun completed his MBA in marketing from IISWBM and his Masters in Finance from Aston Business School, UK. An avid sports enthusiast, Arjun relaxes by playing squash, cricket, football, spending time with his family and kids, and indulging in his interest in theatrical and cinematic arts.
Dinesh Giridhar - Hyderabad
Dinesh has built over a decade of core and specialized experience in financial services, including banking and wealth management. Prior to Anand Rathi, he has held leadership and advisory positions at ABN AMRO Bank, Standard Chartered Bank and Religare Macquarie Private Wealth.
His expertise comes from a combination of Relationship Management, Advisory and Business Management experience. A commerce graduate from Pune University, Dinesh is also known to be an avid traveller and a gadget-enthusiast with a strong eye for detail.
Vimal has 16 years of experience in the Banking and Financial Advisory space. His expertise lies in providing valuable advice to Ultra HNI and NRI clientele. Has a great understanding of the Chennai real estate market and has helped several clients unlock their value.
Prior to joining Anand Rathi Group, he has held key positions in reputed organizations such as Standard Chartered Bank, Merrill Lynch and RBS Coutts Private Banking. Vimal has been a leading investment advisor in South India at Standard Chartered Bank and has been awarded the Investment Caesar Award twice. Passionate about classic cars, Vimal is also a fitness and travel enthusiast.
Having earned an MBA in 2002 and a CFP in 2010, Chethan has been working in the BFSI space for over 12 years, and at Anand Rathi, for the last four. Prior to that, he was with Religare Macquarie Private Wealth and Citibank. Private wealth management is his passion, and he believes that when you do what you love, you don’t work a single day in your life. His strength is his endeavour to continuously innovate and improve efficiencies regarding money while taming risk.
A track and field sports enthusiast, Chethan makes sure that his association with fitness continues even with a busy schedule.
Dilip Balakrishnan leads the Trust & Estate Planning vertical for Anand Rathi Group. Dilip has been instrumental in creating Estate planning strategies for over 15 years. He is a qualified Company Secretary and holds a degree in Law.
Prior to his role with Anand Rathi Group, he has worked with Deutsche Bank, HSBC, Standard Chartered Bank & EFG (a Swiss Bank) and has a total experience of 30 years.