PRIMA - Short Term Debt DPMS

With a career spanning more than 20 years in the capital markets, Nimish Shah works closely with ultra-high-net-worth families, family offices, and institutional funds to protect and grow their capital across generations. His expertise lies in delivering customised investment advisory and sophisticated portfolio analytics rather than commoditised, packaged solutions. Reflecting his role as a trusted adviser, he serves on the Investment Committees of several family office clients, helping shape institutional-grade governance and long-term portfolio strategies. As an industry thought leader and regular media contributor, Nimish is a prominent voice in the evolution of India's private wealth space. Recognising his influence in shaping differentiated wealth strategies, he was named among India's Private Wealth Investment Leaders by Hubbis in 2025. Beyond his corporate responsibilities, Nimish devotes time to drive social impact by curating programmes that address the basics of financial literacy among underprivileged children and women. Prior to driving the family office and analytics initiatives at LGT Wealth India, Nimish was the Chief Investment Officer at Waterfield Advisors. His deep institutional foundation is built on previous senior leadership tenures at premier organisations, including Citi Private Bank, BNP Paribas Wealth, SBI Wealth, Tata AIG Life Insurance (Corporate Pensions), and Parag Parikh Financial Advisory Services.

Zohra, with her judicious visionary approach, is an all-round 'You-Centric' Wealth Management Subject Matter Expert, creating winning wealth stories for the past two decades. She currently manages the investments of Entrepreneurs, NRIs, and Corporates. She started her career at HDFC Bank, managing private banking clients. She then moved to DSP Merrill Lynch (later acquired by Julius Baer) as an Executive Director and continued her role with Julius Baer (after acquisition) under the same designation, for over a decade and a half. In her previous role, she was the Managing Partner _ Private Clients at Validus Wealth. She holds an MBA in Finance from the Jamnalal Bajaj Institute of Management Studies.

He is a seasoned professional with over 15 years of experience. Sameer has undertaken leadership roles at various foreign financial institutions, managing and leading a team of senior professionals for the Capital Markets Structured Lending and Wealth Management business in India. Starting out at Merrill Lynch as a Vice President of Structured Lending Group, he later moved to Morgan Stanley, serving as an Executive Director. Before joining LGT Wealth India, he was Managing Partner and Co-Heads Structured Lending at Validus Wealth. Previous to that he held the position of a Director for Private Banking at Credit Suisse Finance and a Senior Director for NBFC Credit Sales at BNP Paribas. He holds a PGPMAX from the Indian School of Business; studied Corporate Strategy (M&A) and Competitive Marketing Strategy from the Wharton School; and Global Strategy, Innovation & Entrepreneurship from the China Europe International Business School. He also holds an MBA in Finance and Marketing from SCMS.

Nikhil Advani has over 25 years of experience in financial services, specialising in international markets. He joined LGT Wealth India in 2022 and leads the firm's cross-border business, focusing on both resident Indian and international clients, including establishing its presence in GIFT City. Prior to this, he spent nearly a decade at Bank of Singapore in senior leadership roles, including Managing Director and Chief Representative Officer for the Middle East, where he helped set up the bank's DIFC presence, and as Market Head for the NRI business in Southeast Asia. He has also held roles at Merrill Lynch International Bank Singapore and Citibank, with experience across India, Hong Kong, and Singapore.

Gautam has an overall experience of 21 years across India and Middle East with Banks like Citibank, HSBC and Kotak Private. In his last assignment, he was the Regional Head for distribution business with Kotak Wealth and Co-Head of Advisory business across North & East. Prior to this, he has run large branches for Citibank and HSBC across Delhi & Mumbai for 8 years.

Abby Thomas is Head Human Resources at LGT Wealth India. Prior to this he was with Validus Wealth, where he was responsible for ensuring effective delivery of the company's people's agenda and manages the overall Human Resources function. He is an active member of the management team, supporting them with human resources advice and counsel. A veteran HR professional with over 20 years of experience, he has held similar leadership positions in Julius Baer, Bank of America, Merrill Lynch and ABN AMRO. He holds an MBA in Human Resources from the University of Mumbai.