Binish Nirmalan
Wealth Management | Investment Advisory | Financial Planning | Portfolio Analytics | Alternative Investments | CFP® CWM®
- Role
- Investment Analytics Manager - Hdfc Wealth at HDFC Bank
- Location
- Bengaluru, KA, IN
- LinkedIn followers
- 500 followers
About Binish Nirmalan
With 17+ years of experience across Wealth Management, Privilege Banking, Asset Management, and Financial Product Distribution, I have built a strong track record of advising and managing HNI & UHNI clients while driving sustainable AUM growth for leading institutions such as HDFC Bank, Aditya Birla Capital, ICICI Bank, and NJ Group.I specialize in comprehensive investment advisory and portfolio strategy, delivering solutions across:Financial & Retirement Planning | Goal-Based Investing | Risk ProfilingStrategic Asset Allocation | Portfolio Construction | Performance ReviewsAlternative Investments | Structured Products | Mutual Funds | InsuranceImpact Highlights:Advised and managed portfolios of HNI & UHNI clients with significant AUM contributions.Consistently delivered double-digit YoY growth in investment product revenues.Led and trained frontline bankers and advisors in investment advisory, driving higher client engagement and productivity.Partnered with leadership teams to ensure compliance, client retention, and business expansion.Certified as a CFP® (Certified Financial Planner) and CWM® (Chartered Wealth Manager), I combine deep product knowledge with a client-centric approach, ensuring portfolios are aligned with long-term wealth preservation and growth goals. Passion: Helping clients safeguard and grow wealth through personalized, insight-driven strategies. Current Focus: Investment Analytics & Wealth Advisory at HDFC Wealth (PBG), supporting HNI & UHNI clients in achieving long-term financial well-being.
Experience
Investment Analytics Manager - Hdfc Wealth
Jan 2024 — Present · Bengaluru, IN
Education
Indian Institute of Management Bangalore (IIM Bangalore)
Executive Programme for Wealth Managers
University of Kerala
Bachelor's Degree, Economics
2000 — 2003
University of Kerala
pre digree, Business/Commerce, General
1998 — 2000
Madurai Kamraj University, Madurai
PGDRM, Retailing and Retail Operations
2009 — 2010
American Academy of Financial Management
CWM, Wealth Management
2020 — 2020
Indian Institute of Banking and Finance
Advanced Wealth Management, Wealth Management
2019 — 2020
Anna University Chennai
Master of Business Administration (M.B.A.), Finance and Financial Management Services
2005 — 2007
Financial Planning Standards Board Ltd
CFP, Financial Planning and Services
2021 — 2021
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