Jaideep Pendkay

About Jaideep Pendkay

With over a decade of experience in financial services, I specialize in investment advisory, private wealth management, and equity advisory. As Assistant Vice President at HDFC Securities, I manage and grow relationships with ultra-high-net-worth individuals (UHNIs) and corporate clients, delivering tailored financial planning, asset allocation strategies, and equity and debt advisory. My role is driven by the mission to provide data-backed advice and foster long-term client relationships through HDFC TRU\'s client-centric approach. We focus on creating and preserving generational wealth through sustainable, well-diversified portfolios while assisting clients with succession and estate planning. My commitment to integrating technology enhances the client experience and supports effective financial solutions.

Experience

1. Asssiant Vice President - Investment Advisory (Uhni)

   HDFC securities

   Oct 2024 — Present

   My role includes acquisition and management of UHNI relationships at both - Individual and company level. I help my clients in creating a detailed Investment Policy Statement, financial planning, asset allocation, advisory across equity and debt and to grow the relationship in a meaningful and a sustainable manner. We at HDFC TRU believe in adding value to our HNI clients through detailed research, data backed advice and a deep-rooted long lasting relationship, which we hope gets transferred to the next generation. We also assist in succession planning, estate planning etc. My end goal is to help my clients create and preserve generational wealth that is well diversified across asset classes, and well protected. And I strongly believe this requires military like discipline and perseverance to achieve. I try and imbibe the same values. Investment Advisory is a boutique and a niche business in India and with the growth in number of HNI’s, will go upwards from current levels. HDFC being one of the largest and oldest players in the investments space, has a competitive advantage like no other especially when combined with deep tech.

Education

• National Institute of Securities Markets (NISM)

  INVESTMENT ADVISOR LEVEL 1, Investment Banking, Private Equity, Wealth Management

• National Institute of Securities Markets (NISM)

  Investment Advisory, Investments and Securities

• Indira School of Business Studies PGDM

  MBA, Large Account Sales

• National Institute of Securities Markets (NISM)

  NISM Mutual Fund Advisor and Distributor, MUTUAL FUNDS ADVISORY AND DISTRIBUTION

• Thakur College of Science & Commerce

  Bachelor’s of Finance

  2009 — 2012

• AMERICAN ACADEMY OF FINANCIAL MANAGEMENT INDIA - AAFM INDIA

  CHARTERED WEALTH MANAGER, Finance and Financial Management Services

Skills

• Marketing
• Pursuasion
• Customer Service
• Presentation Skills
• Public Speaking
• Negotiation
• Business Development
• Teamwork
• Team Management
• Management
• Large Account Sales