Hardik Bhavsar
NISM Series XXI-A: Portfolio Management Services (PMS) Distributors Certified
Ahmedabad
Summary
Experienced Wealth Manager and Financial Advisor with over 10 years of progressive expertise in wealth management, client servicing, sales, and investment advisory. Proven success in managing HNI portfolios, driving revenue growth, and delivering strategic financial solutions. Excellent relationship management and business development skills with deep knowledge of PMS, AIF, Mutual Funds, Insurance, and Equity Markets.
Overview
3
3
Languages
2
2
Certifications
12
12
years of professional experience
Work History
Assistant vice president - Private Wealth
SMC GLOBAL SECURITIES LTD.
07.2026 - Current
- Currently managing Hni & Ultra Hni clients portfoliosand investment advisory
Senior Wealth Manager
Anand Rathi Share and Stock Brokers Ltd.
07.2024 - 06.2026
- Managed portfolios totaling ₹300cr+ for over 80 UHNI/HNI families, driving substantial AUM growth.
- Onboarded new marquee clients through targeted networking and tailored trading account setups.
- Mobilized ₹80 crores in Alternative Investment Funds (AIF) aligning strategies with client risk profiles.
- Structured high-value investments in private equity and unlisted shares, capturing pre-IPO opportunities.
- Achieved consistent cross-sell penetration of top-performing Portfolio Management Services (PMS) across diverse asset classes.
- Generated stable returns by syndicating Market Linked Debentures (MLDs), corporate fixed deposits, and bonds.
- Designed asset allocation strategies with custom fixed income solutions to protect wealth during market volatility.
- Pioneered algorithmic trading software adoption, enhancing trading volume and engagement of active demat accounts.
Wealth Manager
Purnartha Investment Advisers Pvt. Ltd., Ahmedabad
01.2022 - 07.2024
- Managed end-to-end HNI client relationships
- Advised on PMS, AIF, equity investments
- Direct selling and acquisition of high-value clients
- Coordinated with AMC and channel partners (Distributors, IFAs)
- Drove revenue growth through portfolio expansion and advisory
Senior Relationship Manager
Motilal Oswal Financial Services Ltd., Ahmedabad
08.2020 - 01.2022
- Acquired new clients via open market and cold calls
- Sold investment products: PMS, AIF, Mutual Funds, IBEF (CAT-III), Bonds, SIPs, Private Equity
- Cross-sold insurance products (Health, Life, Term)
- Handled equity, commodity & currency account acquisition
- Revenue generation through ACE/TGS and other third-party products
Sales & Marketing Executive
Nilkanth Investment Pvt. Ltd.
06.2018 - 08.2020
- Handled client acquisition and financial product promotion
- Developed sales strategies and maintained long-term client relations
Administration Executive
Paradise Techno Cast Pvt. Ltd.
03.2014 - 06.2018
- Oversaw daily administrative operations
- Managed documentation, coordination, and office management tasks
Education
M.Com (Part I) - External
Gujarat University
01-2011
B.Com - Advanced Accountancy & Statistics
J.G. College of Commerce
CA IPCC (Inter) - undefined
05-2013
CA CPT - undefined
01-2010
HSC - Commerce
03-2006
SSC - undefined
03-2004
Skills
- Wealth Management & Investment Advisory
- HNI Client Acquisition & Relationship Management
- PMS, AIF, Mutual Funds, SIP, Private Equity
- Financial Planning & Portfolio Handling
Certification
Star of The Month
Interests
Listening to music, playing cricket
Timeline
Assistant vice president - Private Wealth
SMC GLOBAL SECURITIES LTD.
07.2026 - Current
Fast & Furious Contest Winners
04-2025
Senior Wealth Manager
Anand Rathi Share and Stock Brokers Ltd.
07.2024 - 06.2026
Star of The Month
01-2024
Wealth Manager
Purnartha Investment Advisers Pvt. Ltd., Ahmedabad
01.2022 - 07.2024
Senior Relationship Manager
Motilal Oswal Financial Services Ltd., Ahmedabad
08.2020 - 01.2022
Sales & Marketing Executive
Nilkanth Investment Pvt. Ltd.
06.2018 - 08.2020
Administration Executive
Paradise Techno Cast Pvt. Ltd.
03.2014 - 06.2018
SSC - undefined
HSC - Commerce
CA CPT - undefined
CA IPCC (Inter) - undefined
B.Com - Advanced Accountancy & Statistics
J.G. College of Commerce
M.Com (Part I) - External
Gujarat University