Ayan Guin
Private Banking | Family Office | Portfolio & Risk Analytics | IIM Bangalore Finance | Data Science | Strategic Wealth Advisory
- Role
- Family Office at ICICI Bank
- Location
- Bengaluru, KA, IN
- LinkedIn followers
- 500 followers
About Ayan Guin
Private Banking and Family Office professional with 13+ years of experience managing complex UHNI relationships and multi-asset portfolios across leading financial institutions. Currently leading Family Office advisory at ICICI Bank, overseeing ₹200+ Cr AUM with a focus on portfolio strategy, wealth structuring, succession planning, and risk-governed capital allocation.My experience spans wealth advisory, investment management, risk assessment, trade & forex, and branch leadership across ICICI Bank, SBI Wealth, HDFC Bank, and ICICI Securities. I have consistently delivered AUM growth, strengthened governance frameworks, and transitioned portfolios from product-led to advisory-led models.Beyond relationship management, I specialize in:• Portfolio construction & performance attribution• Risk-adjusted asset allocation• Cross-asset diversification strategies• Structured product evaluation• Family Office MIS & consolidated reportingTo complement my practical experience, I am strengthening my analytical edge through advanced certifications in Financial Accounting, Investment Analysis, and Risk Management (IIM Bangalore), along with Data Science training and Project Management from IIT Roorkee.I am keen to contribute at AVP-level roles where strategic advisory, portfolio analytics, risk governance, and structured wealth leadership intersect.Core Expertise:Private Banking | Wealth & Investment Advisory | HNI/UHNI Portfolio Management | Financial Planning & Analysis (FP & A)| Risk Assessment | Data-Driven Insights | Loans & Cards | Trade & Forex | Compliance & Governance | Family Office ServicesRegards,
Experience
Family Office
Aug 2025 — Present
Education
The ICFAI University, Dehradun
Master of Business Administration - MBA, Marketing
NSHM Business School, Kolkata
Bachelor of Insurance & Risk Management
2007 — 2010
Intellipaat
Data Science, Data Analytics & ML
ICFAI Business School, Kolkata
PGPM, Finance
2011 — 2013
Don Bosco School, Bandel
Business/Commerce, General
2005 — 2007
Skills
- Microsoft Word
- Team Leadership
- Portfolio Management
- Finance
- Teamwork
- Banking
- Team Management
- Financial Analysis
- Corporate Finance
- Microsoft Office
- Customer Service
- Microsoft Excel
- Powerpoint
- Accounting
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