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Our strategy: A winning plan

Every investor is different, every investment strategy unique. This level of sharp focus has helped us build wealth for investors and create winning partnerships. Our bespoke Wealth Management strategies identify opportunities tailored to your every requirement keeping in mind your long term aspirations for growth. Our robust execution capability and strong, customer-focused approach ensure that you are always in control. This transformation has allowed us to deliver results that will create a strong foundation for decades.

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Our Approach

Holistic and bespoke wealth management enablers for our clients’ goals and aspirations

A client-centric approach assures focus on ‘ client in control ’

Robust execution capabilities and attentive client servicing

Our Philosophy
our philosphy

Personalised Consultation

A Client discovery phase where we do an in-depth analysis to gauge your 

Risk Appetite

Financial Needs

Aspirations

our philosphy

Customized Approach

Customization of personal wealth and forward plan

our philosphy

Unique Strategy

Structure a strategy tailored to your needs and situations

our philosphy

System & Process Driven Execution

Monitor growth and adherence to plans

Control Mechanisms

Reporting and Realignment

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System & Processes

Systems & Processes

The objective of our robust reporting system is to

 

Ensure transparency and ease of access to your investment’s performance on a regular basis

 

Provide tailored and timely information on a regular and ad-hoc basis

 

Present monthly and weekly reports, backed by scientific reasoning on funds and investment

 

Offer regular updates on the economy and persistent follow-up of dynamic markets to lend a comprehensive insight

 

System capability of consolidating reports across advisors to give a comprehensive view

 

 

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Our off shore Branch Dubai
Board of Directors

Dinanath Dubhashi

Non-Executive Director

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Mr. Dinanath Dubhashi, Managing Director & Chief Executive Officer of L&T Finance Holdings Limited, serves as a Director on the Board of L&T Capital Markets Limited.

 

Mr. Dubhashi has a rich experience of over 25 years across multiple domains in financial services such as Corporate Banking, Cash Management, Credit Rating, Retail Lending and Rural Financing. He joined L&T Financial Services in 2007 and has been instrumental in scaling up Retail platform operations manifold across customer segments and geographies. Under his leadership, Retail platform has grown both organically and inorganically to reach asset size of about Rs. 28,000 crore, serving over 30 lakh customers. He has also provided leadership to various functions such as Operations and Information Technology for L&T Financial Services.

 

Prior to this, he was associated with organizations such as BNP Paribas, CARE Ratings and SBI Caps in various capacities. He holds a B.E. (Mechanical) degree and a PGDM from IIM Bangalore.

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Thomas Mathew 

Independent Director

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Mr. Mathew holds a post-graduate Diploma in Management, a post-graduation in Economics and is a Graduate in Law. He is also an Associate of the Insurance Institute of India and has an Advanced Diploma in the Spanish language.

 

He is the former Chairman-in-Charge of Life Insurance Corporation of India (LIC/ Corporation).

 

Mr. Mathew has close to four decades of experience in the life insurance industry in India. After acquiring grass root operational experience in Branch and Divisional level, Mr. Mathew moved to leadership positions as Zonal Manager and Executive Director. He was then elevated by the Govt. Of India as Managing Director of the Corporation. Mr. Mathew has handled successfully all the functions in LIC including Marketing, Investment, IT and International operations. He was instrumental in many far reaching decisions for the Corporation.Mr. Mathew is currently Director on the Boards of several leading companies and is an Advisor to a Global Consultant in Insurance space.

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Dr Rajani Gupte

Independent Director

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Dr. (Mrs.) Rajani Gupte had done Ph D in Economics from Gokhale Institute of Politics and Economics, Pune University, on the topic “the impact of trade liberalisation on the level of protection of Indian Industry”.

 

Currently, Mrs. Gupte is the Vice Chancellor of Symbiosis International University, Pune. During the period 2004-2012 she had also served as a Director of Symbiosis Institute of International Business (SIIB). She was actively involved in establishing SIIB as one of the leading B-Schools in India.

 

She had also served as a Dean of Symbiosis International University. She had also served as member WTO committee, Government of Maharashtra, Department of Horticulture during the period 2002-06.

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Management

Manoj Shenoy

Chief Executive - Wealth Management

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Mr. Manoj Shenoy is responsible for driving overall business growth of the Wealth Management business as well as leading the Corporate Social Responsibility vertical for L&T Financial Services. He has been with the business since inception and instrumental in growing the Assets Under Service at a CAGR of 35% in the last 5 years.

 

Mr. Shenoy is credited with bringing in open architecture, customer centricity and solution oriented products to the business. The Wealth Management business is one of the few wealth management firms in India having a significant and successful business in Dubai. His ability in developing long standing relationships with high-net worth individuals in India, Middle East & South East Asia have led to increased customer wallet share.

 

Mr. Shenoy has a rich experience of over two decades in the financial services industry in areas of financial planning, private banking, investment banking, stock broking, estate and succession planning. His association with boutique Swiss wealth management firm EFG Bank resulted in the firm growing significantly in India. In his prior roles with Anand Rathi, Mr. Shenoy set up the wealth management, stock broking, retail distribution and investment banking business across South India while in Karvy, he set up the private client group. 

 

Mr. Shenoy holds a degree in Industrial and Production Engineering. He loves travelling and reading.

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Shuja Siddiqui

Head-Products & Investment Research

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Mr. Shuja Siddiqui with a total of 15 years of experience has been with L&T Financial Services since inception and today is the Head of Products and Investment Research. He has been instrumental in setting up the product desk of L&T Finance - Wealth Management.

 

Prior to working with us, he has worked with a local as well as a MNC bank in the Private Banking space in the investments divisions. He also headed the Products at Motilal Oswal.

 

He is commerce graduate and MBA Finance from Mumbai University and Sydenham College of Commerce and Economics.

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Sudhindranath Pai

Zonal Director- South

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Sudhindranath Pai K. has more than 25 years of experience in Financial Services industry in India and Singapore. He is a part of founding team for the PWM business at L&T Capital Markets.

 

Prior to joining L&T Financial Services, he was with EFG Bank, an International Private Bank offering PWM services in India.

 

He is a commerce graduate and CFA charter holder from CFA institute USA. 

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Rajesh Chandran

Regional Director- West

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Rajesh Chandran with a rich experience of two decades has been part of the L&T Private Wealth team since inception and today is the Market Head, West, at L&T Capital Markets. He has the experience of working with large Ultra HNI client families & corporate treasuries in India. Prior to joining L&T Financial Services, he was with ASK Wealth Advisors & earlier with ICICI Bank.

 

Rajesh holds a Bachelor’s degree in Science (Electronics) & a Masters in Business Administration with specialization in Finance.

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Rishi Suchdeo

Regional Director- North

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Rishi Suchdeo has more than 17 yrs of work experience out of which more than 12 years is in to Private Banking and Wealth Management. With an exceptional track record of managing and growing client’s portfolio and relationship, he is today the Market Head for North based out of Delhi. Rishi and his team have always been appreciated for their risk adjusted return approach and right asset allocation for client’s portfolio.

 

Prior to working with us, he has experience with Aditya Birla Money Mart-Wealth Management, Kotak Mahindra Bank and HDFC Bank. He is a Science Graduate and holds a Masters degree in Business Administration.

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Bhavnesh Thakkar

Regional Director & Sr. Executive Officer (DIFC)
– International Business

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Bhavnesh Thakkar is currently heading the International Business practice under our Private Wealth Management segment and he is the Senior Executive Officer (SEO) of our DIFC, business. Prior to joining LTFS he was responsible in establishing Karvy Private Wealth’s overseas Wealth Management business from ground up and independently setting up the offshore office and structuring investment routes.

 

Throughout his 13 years' financial career within organizations like ICICI Bank Ltd, Kotak Mahindra Bank Ltd, IIFL Wealth and Karvy Private Wealth he has built strong first hand expertise in private banking, relationship management, global markets and investment product development.

 

He has a keen sense of international market jurisdictions & laws and has translated his knowledge into building successful overseas financial businesses.

 

He holds a degree from IIM Bangalore on Portfolio and Investment Management and has also completed his management from ICFAI University.

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