Amol Sathe
Chief Investment Officer @Mephezalea (A Single Family Office)
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WORK HISTORY
Chief Investment Officer @Mephezalea (A Single Family Office)
EDUCATION
Financial Planning Standards Board
Certified Financial Planner
University of Pune
Bachelor's degree
STEP
Certificate in International Trust Management
SKILLS
ABOUT AMOL SATHE
• Amol is the CIO of the Single Family Office of a celebrated UHNI Family, which he joined in 2012. Amol’s responsibilities towards the global Family office portfolio include Strategic Asset Allocation, Geographical Allocation, Tactical rebalancing, Opportunistic Investing and MIS. • Amol has been instrumental in the Family Office’s move overseas. This involved Conceptualization, Overseas Trust Structuring, Obtaining regulatory Approvals, Cross Border Asset Transfers and Overseas Investments. • Amol has more than 16 years’ collective experience in Family Office Investments and Financial Research. He holds a CFP charter from FPSB, Denver, and also holds a Global qualification in International Trust Management, conferred by STEP and the University of Manchester.
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