An accomplished executive and financial professional with many years of experience in the field, Ashish Shankar currently serves as Head - Investment Advisory for Motilal Oswal Private Wealth Management in Mumbai, India.In his current role he manages teams across four key verticals : financial strategy, products & research, estate planning and client experience. Ashish Shankar is a key member of the management team and is also responsible for representing the organisation at various industry forums and media.
Before taking up his current responsibilities Ashish Shankar worked as a Senior Director in Sarasin Alpen (I) Pvt. Ltd. He managed relationships with the bank's ultra-high-net-worth clients and identified new investment opportunities for them. Ashish Shankar maintained a close working relationship with the managing director and the head of the family office practice, which has enabled him to develop a detailed insight into this business. In addition, he drew upon existing client relationships to develop new investment banking mandates.
Ashish Shankar spent two years as the Vice President of Societe Generale Private Banking in New Delhi, India. Shankar acquired and advised clients on their portfolios and recommended asset allocations across a wide range of investment opportunities. In particular, he focused on structuring portfolios to include real estate, mutual funds, stocks, debt instruments, structured products, private equity holdings, commodities, and art. Shankar experienced a large measure of success during his tenure with Societe Generale Private Banking, acquiring 12 ultra-high-net-worth clients within six months of his arrival and advising on direct equity portfolios valued at almost $20 million.
Earlier in his career, Ashish Shankar held positions as a Senior Manager and Branch Head with HSBC Asset Management in New Delhi, as Assistant Manager of Sales with Vision Marketing (associated with ABN AMRO Bank), and as Manager of Sales and Distribution with Franklin Templeton Investments. Shankar earned a Bachelor of Business Management from the University of Bangalore.