Designing your wealth journey to build a lasting legacy
Centered on your goals, the firm's holistic, multi-asset platform crafts wealth strategies that go beyond investments. Avendus Wealth serves UHNIs, family offices and corporates from 11 offices. The team draws on the wider Avendus franchise to deliver a seamless, elevated and enduring wealth experience.
Sorted by 3-year return. Returns are TWRR, net of fees; CAGR above 1 year.
HALO
PRISM
Umang Papneja
Executive Vice Chairman & CEO, Avendus Wealth Management
MMS (Finance)
With over two decades of experience across private banking and wealth management, Umang leads the seasoned wealth team at Avendus. He leverages the full Avendus platform to provide clients with holistic advice tailored to their needs. Umang was most recently CEO of Julius Baer India, where he led the expansion of its onshore franchise. Prior to that, he spent over a decade as CIO at IIFL Wealth (now 360 ONE), steering investment strategy across asset classes. He holds a Master of Management Studies (MMS) in Finance from Jamnalal Bajaj Institute of Management Studies.
Pavan Manghnani
Head, Strategy, Avendus Wealth Management
Dhruv Muni
Chief Operating Officer, Avendus Wealth Management
Shravan Sreenivasula
Head, Investment Solutions, Avendus Wealth Management
Swagatam Biswas
Head, Public Equities, Avendus Wealth Management
Ashvini Chopra
Head, Family Office Solutions, Avendus Wealth Management
Swati Singh
Head, Fixed Income, Avendus Wealth Management
Investments in securities markets are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future returns.
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