Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic
Deepak Kunder

Deepak Kunder

Bengaluru

Summary

With 18+ years of experience in wealth management, relationship management, financial planning, investment advisory, and HNI/UHNI client acquisitions, I have a strong passion for positively impacting clients' wealth and maintaining robust client relationships. My focus lies in generating AUM from preferred clients, managing portfolios, and increasing their wallet share. I am dedicated to continuous learning, staying updated with industry trends, and embracing new challenges. In terms of career development, I set clear goals, seek mentorship, and maintain a robust professional network. I successfully analyze financial records to identify promising investment opportunities and potential problems.

Overview

19
19
years of professional experience
1
1
Certification

Work History

Partner – Vice President

Centrum Wealth Ltd
10.2024 - Current
  • Specializing in multi-generational wealth planning, succession strategies, and tax-efficient investment management.
  • With deep expertise in both public and private markets, I provide clients with tailored solutions across investment portfolios, estate structuring, philanthropy, and liquidity events.
  • I work closely with family offices, legal teams, and tax advisors to ensure a cohesive, long-term approach to wealth preservation and growth.
  • Core competencies include, Comprehensive wealth transfer & estate planning, Private equity & alternative investment access, Business succession & exit strategies, Tax-efficient investment structuring, Family governance & legacy planning, Risk mitigation and asset protection strategies.

AVP - Private Banker

IDFC FIRST BANK - Private
01.2020 - 08.2024
  • Accomplished Investment Banker specializing in Private Banking and Wealth Management services.
  • Proficient in offering a wide range of financial products, including Fixed Income, Mutual funds, Structured products, PMS, AIF, insurance, Bonds, and Equities - Derivatives.
  • Experienced in acquiring and managing high-value relationships with super HNI clients, achieving sales targets, and staying updated on financial markets and advisory products.
  • Client Acquisition and Management: Acquired and managed high-value relationships within the private banking group, offering tailored financial solutions.
  • Selling: Executed cross-selling efforts in alignment with the bank's focus, promoting various financial products.
  • Market and Product Knowledge: Kept abreast of financial market trends and advisory products to provide clients with up-to-date advice.
  • Wealth Strategy: Developed and implemented wealth strategies based on defined objectives, in line with product and research guidance.

Associate Vice President

KARVY Private Wealth
04.2016 - 01.2020
  • Fostered strong relationships with clients and assessed client's specific investment needs based on risk tolerance and time horizon.
  • Understanding the client requirements and catering all the financial products and construct a portfolio accordingly.
  • Interfacing with clients and suggesting the most viable product range according to their needs and goals and risk appetite.
  • Right from lead generation to the closure of the deal act like a single point of contact for all the prospects.
  • Monitored client requirements, prospective opportunities and assisted in increasing revenue.
  • Key Achievements: Karvy World Tour - Continuously from last 3 years had been qualified for Las Vegas, Paris, Bangkok and Amsterdam countries from AEGON Life Contests.
  • As an Individual with highest revenue generated and Proud to be the part of highest revenue generated team pan India on Jan 2018 and made a record.

Senior Wealth Manager

Way2wealth Brokers Pvt Ltd
09.2006 - 04.2016
  • Key responsibilities: Strong relationships with clients and assessed client's specific investment needs based on profiling.
  • Educating clients on wealth products Viz Mutual Funds, PMS, Fixed Income, Commodities, Insurance, and Equity etc.
  • Meeting clients, gathering their goals and financial liabilities, preparing and presenting Financial Plan.
  • Developed Asset allocation models based on risk profiling and advising them on different Asset classes.
  • Conducting Tax Sessions for Corporate Employees through Corporate Help Desk.
  • Analyzed Global Financial Markets and measured indicators and indices against portfolio allocation.

Education

Master of Business -

Allahabad Deemed University
03.2006

BBM - Finance& Marketing

Mangalore University
03.2003

Skills

  • Client support expertise
  • Investment asset allocation
  • Fixed income investment strategies
  • Financial advisory services
  • Strategic portfolio planning
  • Client relationship management
  • Retirement strategy development
  • Wealth management strategies

Certification

  • NISM Certificate XXI- A Portfolio Management Services (PMS) Distributors, Bengaluru
  • AMFI Certified, Bengaluru
  • IRDA Certified, Bengaluru

Languages

English
Hindi
Kannada
Tulu

Timeline

Partner – Vice President

Centrum Wealth Ltd
10.2024 - Current

AVP - Private Banker

IDFC FIRST BANK - Private
01.2020 - 08.2024

Associate Vice President

KARVY Private Wealth
04.2016 - 01.2020

Senior Wealth Manager

Way2wealth Brokers Pvt Ltd
09.2006 - 04.2016

BBM - Finance& Marketing

Mangalore University

Master of Business -

Allahabad Deemed University

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Deepak Kunder