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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
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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

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Unique Strategy

Structure a strategy tailored to your needs and situations

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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

Mr. 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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Mr. Sunil Prabhune

Non-Executive Director

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Mr. Sunil Prabhune is the Chief Executive of Rural Finance which includes Micro Loan,  Farm Equipment Finance and Two Wheeler Finance. Under his dynamic leadership, the Rural Finance business has evolved into a market leader in multiple segments. 

 

A harbinger of change, Mr. Prabhune has helped the Farm Equipment Finance business in its endeavour to achieve a dominant position. The business has witnessed a turnaround aided by enhanced loan book quality, reduced NPAs and strengthening of the collection infrastructure. Digitization of the credit process has enabled the Two Wheeler Finance business to become a leader in multiple geographies. Mr. Prabhune’s ability to focus on detail, while keeping an eye on the larger picture, has aided him in realigning the Micro Loan business, while increasing its national footprint.

 

In his role as the Chief Human Resources Officer, Mr. Prabhune has been an enabling force for leadership development and change management. Under his guidance, the Human Resources team at LTFS is driving the transformation of the organisation structure and skills, aligning it towards focussed execution and achieving the target ROE.

 

Earlier, Mr. Prabhune was instrumental in giving strategic direction to Group Corporate Communications, Facilities & Channel Management and Corporate Social Responsibility functions. He has also played a pivotal role in the initiation of the Cost Optimisation drive across LTFS, which has helped the organisation become more competitive.

 

Mr. Prabhune joined L&T Financial Services in 2013 and has around two decades of experience in global and regional leadership roles across sectors, particularly in areas of organizational change, transformation management and building capabilities for leadership. He has also headed process efficiency and digitization in his previous roles and has been associated with organisations like ICICI Bank, Novartis, GE, and ICI in various capacities in the past.

 

He is a Gold Medallist in Business Management from Xavier Institute of Management, Bhubaneswar. Mr. Prabhune is an avid reader and a sports enthusiast.

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Mr. Srikanth JR

Non-Executive Director

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In his current role at Housing Finance, Mr. Srikanth JR is responsible for driving overall business growth in the Real Estate Finance and Home Loans & LAP verticals. Under his guidance, the Real Estate Finance business has grown significantly in the last one year. He has been with the Group in various verticals such as corporate credit risk, structured corporate finance, SME and supply chain finance.

 

Mr. Srikanth has around two decades of experience in the BFSI segment in various areas like corporate credit risk, commercial loans/capital market products and SME. Previously, he was with BNP Paribas in India and Dubai in various capacities in corporate banking. He also worked with CommerzBank in trade finance operations.

 

Mr. Srikanth is an MBA from IIM, Lucknow and holds an Engineering degree. He loves reading, movies and is a sports enthusiast. 

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Management

Mr. Manoj Shenoy

Chief Executive - Wealth Management

&

Group Head - Corporate Social Responsibility

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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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Mr. 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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Mr. Sudhindranath Pai

Zonal Director- South

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Mr. 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 Private Wealth Management business at L&T Capital Markets.

 

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

 

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

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Mr. Rajesh Chandran

Regional Director- West

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Mr. Rajesh Chandran has been part of the L&T Private Wealth team since inception and currently is the Market Head, West, at L&T Capital Markets. He has a rich experience of two decades and has worked 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.

 

Mr. Chandran holds a Bachelor’s degree in Science (Electronics) and a Masters in Business Administration with specialization in Finance.

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Mr. Rishi Suchdeo

Regional Director- North

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Mr. Rishi Suchdeo has more than 17 yrs of work experience out of which more than 12 years is in  Private Banking and Wealth Management. With an exceptional track record of managing and growing client’s portfolio and relationships, he is 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 worked 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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Mr. Bhavnesh Thakkar

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

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Mr. 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 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 and 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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