Bikita Das
Private Banker |Private Wealth Management| @ICICI Securities 📈
- Role
- Private Banker at ICICI Securities
- Location
- Bengaluru, KA, IN
- LinkedIn followers
- 500 followers
About Bikita Das
I am a Private Banker at ICICI Securities, working in Private Wealth Management.I work closely with high-net-worth investors to structure disciplined, research-backed portfolios across equities, derivatives, PMS, AIFs, and other market-linked solutions. My approach focuses on asset allocation, risk-adjusted returns, and strategic portfolio positioning across market cycles.NISM Series (Derivatives) and NISM Series XXI-A certified, with exposure to equity, currency, and interest rate derivatives, structured risk frameworks, and volatility-led decision making.With a foundation in digital operations and analytical thinking, I bring structure, clarity, and data-driven insight to complex wealth conversations.Focused on long-term capital growth, prudent risk management, and building enduring client relationships.Let’s connect if you believe finance should be smart, simple, and strategy-led.Driven by curiosity, powered by clarity, and always ready to learn more.
Experience
Private Banker
Jan 2026 — Present · Bengaluru, IN
Managing ~₹850+ Crore AUM exclusively across 250+ HNI clients• Delivering tailored wealth strategies aligned to sophisticated investment objectives and risk profiles• Advising on equity investments, portfolio structuring, and tactical asset allocation across market cycles• Conducting periodic portfolio reviews and strategic rebalancing discussions• Driving seamless client onboarding and high-touch relationship management on the ICICI Direct platform• Facilitating informed investment decisions through disciplined risk management and market analysis• NISM Series (Derivatives) & NISM Series XXI-A certified — expertise across equity, currency, and interest rate derivatives, pricing frameworks, and structured risk mitigation strategies
Education
The Assembly of God Church School - India
Commerce -12th standard
2016 — 2018
Shri Shikshayatan College
Bachelor of Commerce - BCom
2018 — 2021
Praxis Business School
PGDM
2023 — 2025
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.