VARUN KAPOOR
Mumbai
Summary
Finance professional with 4+ years of experience in portfolio management, investment advisory, and wealth management. Co-founder of Texave International, an import-export startup specializing in textiles and handicrafts. Strong expertise in financial analysis, technical & fundamental analysis, and self-trading in the Indian derivatives market. Adept at strategic business development, high-networth client management, and investment advisory. Proven ability to lead teams and drive financial strategies for institutional and HNI clients, managing a cumulative AUM of ₹35 Crores and generating over ₹1.5 Crores in revenue across roles.
Overview
6
6
years of professional experience
Work History
Co-Founder
Texave International
08.2024 - Current
- Established a textile and handicraft export/import startup, achieving ₹50 Lakhs in revenue within 8 months through strategic market penetration
- Spearheaded business development and global supply chain management, securing partnerships with over 25 artisans and 10 international distributors, driving export sales worth ₹30 Lakhs
- Built strategic partnerships with artisans, manufacturers, and distributors to promote Indian handicrafts worldwide
- Executed marketing strategies that expanded market reach by 40%, contributing to a projected annual revenue of ₹80 Lakhs by year-end
- Managed financial planning, risk assessment, and compliance, maintaining a 20% profit margin for operational efficiency
Key Account Manager (Cryptocurrency & HNI Portfolio Management)
CoinDCX
07.2021 - 01.2024
- Managed high-value VIP, HNI, and UHNI client portfolios in the cryptocurrency market, overseeing an AUM of ₹25 Crores, delivering an average annualized return of 18% in a volatile market
- Generated ₹75 Lakhs in annual revenue for CoinDCX through trading fees, client onboarding, and premium services for institutional investors
- Provided strategic investment advisory focused on digital assets, blockchain-based investments, and DeFi opportunities, growing client portfolios by 30% YoY for 50+ HNI clients
- Educated and onboarded high-net-worth individuals into the crypto ecosystem while mitigating risk, achieving 90% client retention
- Led a team of 5 to optimize client retention, contributing to a ₹1.5 Crore revenue pipeline from repeat business and referrals
- Conducted deep market research on crypto assets and tokenomics
Equity Advisor
Motilal Oswal Financial Services Ltd
08.2019 - 11.2020
- Provided wealth management and investment advisory for institutional and high-net-worth clients, managing client portfolios worth ₹10 Crores AUM across equities, derivatives, and financial products
- Generated ₹40 Lakhs in revenue through advisory fees, cross-selling IPOs, and insurance products, exceeding sales targets by 20%
- Conducted in-depth market research and financial analysis for portfolio optimization, reducing risk by 12% during market downturns
- Achieved high cross-selling targets by introducing IPOs, robo-advisory, and insurance products, onboarding 15 HNI clients and contributing to a ₹2 Crore increase in AUM for the branch
Education
BFM -
Thakur College of Science & Commerce
Mumbai01.2019
HSC -
Thakur College of Science & Commerce
Mumbai01.2015
SSC -
Gundecha Education Academy (ICSE)
Mumbai01.2013
Skills
- Cryptocurrency & Digital Asset Management
- Portfolio & Wealth Management
- Financial & Investment Advisory
- Institutional & HNI Client Management
- Risk Management & Asset Allocation
- Market Research & Financial Strategy
- Team Leadership & Management
- Negotiation & Relationship Management
Extracurricular Activities
Public Relations Head, Taarangan Intercollegiate Festival, Thakur College, 12/01/16 Public Relations Sub-Head, Taarangan Intercollegiate Festival, Thakur College, 12/01/15
Timeline
Co-Founder
Texave International
08.2024 - Current
Key Account Manager (Cryptocurrency & HNI Portfolio Management)
CoinDCX
07.2021 - 01.2024
Equity Advisor
Motilal Oswal Financial Services Ltd
08.2019 - 11.2020
BFM -
Thakur College of Science & Commerce
HSC -
Thakur College of Science & Commerce
SSC -
Gundecha Education Academy (ICSE)
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