In his new role, he will be responsible for due diligence and selection, option for third party fund managers Investment and deal sourcing.
He started his career with American Express financial Has nearly two decades of experience in the advisory and financial services industry with expertise in advisory and wealth management. Prior to joining IIFL Wealth Management, he founded Park Financial Advisors with a focus on fee-based financial planning, which was acquired by Karvy Private Wealth in 2009.
“We are excited to have Nikunj on this” Leadership Role of further enhancing and expanding our product portfolio. Karan Bhagat, Founder, MD & CEO, IIFL said, “His deep domain expertise, leadership skills and strong engagement with the industry have helped us identify effective leaders and provide them opportunities to create greater impact for our clients, company and stakeholders. reflects the attitude. Wealth and asset management.
“In today’s rapidly changing world, where customers are increasingly demanding micro-products that can better meet their specific needs, an increased focus on products has become almost table stake. My focus is diversified wealth. Will continue the tradition of bringing innovative solutions that serve the management needs of our esteemed customers,” Kedia said.