Madhu Sivasubramanian

About Madhu Sivasubramanian

As Director at ASK Private Wealth, I lead comprehensive private wealth management, family office advisory, and investment strategy solutions for Ultra High Net-Worth Individuals (UHNI), business families, and corporate treasuries.With 22+ years of experience in wealth management, investment advisory, and financial leadership across ASK Asset & Wealth Management, ICICI Securities, YES Bank, and Kotak Mahindra Bank, I specialize in curating bespoke investment portfolios that balance growth, preservation, and inter-generational continuity.My expertise spans portfolio management, asset allocation, AIFs, PMS, mutual funds, and alternative investments, supported by a deep understanding of tax-efficient structures, succession planning, and estate governance.I am passionate about integrating AI-driven financial analytics, predictive portfolio modeling, and digital transformation frameworks to deliver more data-driven, agile, and future-ready advisory experiences.A strong advocate for ethical advisory and long-term value creation, my mission is to help clients transition from wealth creation to legacy preservation — empowering them to protect, grow, and transfer wealth seamlessly across generations.Key domains Private Wealth Management · Family Office Advisory · UHNW & HNI Clients · Promoter & Founder Liquidity Events · AIF / PMS · Alternative Investments · Multi-Asset Portfolio Strategy · Global Diversification · Estate & Succession Planning · Tax-Efficient Structuring · Behavioural Finance · Capital Markets & Derivatives (India) · Structured Products · Digital & AI-Enabled Advisory · Client Acquisition & Retention · Team Leadership.If you’re a promoter, founder, CXO or family-office exploring the next chapter of your wealth journey – from liquidity planning to legacy – I’m always open to a conversation.

Experience

1. Director

   Ask Private Wealth

   Apr 2025 — Present · Coimbatore, IN

   As a Director at ASK Private Wealth, I lead strategic wealth management solutions for Ultra High Net-Worth Individuals (UHNI), family offices, and corporate treasuries, delivering bespoke investment advisory and asset allocation strategies tailored to complex and evolving financial needs.My role is centered around building long-term, trust-driven relationships with a niche clientele that demands discretion, agility, and a deep understanding of both global markets and domestic financial dynamics. I collaborate closely with entrepreneurs, promoters, business families, and institutional clients to preserve and grow multi-generational wealth through a combination of traditional and alternative investments, tax-efficient structures, estate planning, and treasury solutions.Key Responsibilities:UHNI Wealth Advisory: Curate personalized investment portfolios aligned with the risk-return appetite, liquidity needs, and long-term objectives of clients. Leverage ASK’s in-house research and access to exclusive products across public and private markets.Family Office Solutions: Provide end-to-end wealth structuring services including estate and succession planning, governance frameworks, philanthropy, and consolidation of global assets to ensure seamless intergenerational wealth transfer.Advise on liquidity events (stake sale, ESOP monetization, buy-outs, business exits) and align asset allocation, tax-efficient structures and estate planning with family-governance needs.Client Engagement & Retention: Serve as a trusted advisor and first point of contact for strategic financial decisions. Drive consistent engagement through proactive reviews, market insights, and performance monitoring to ensure relevance and responsiveness.New Business Development: Expand the client base through targeted outreach, relationship networks, and referrals while maintaining ASK’s ethos of quality over quantity.

Education

• Zion Matriculation Higher secondary School

  Amrita Institute of Computer Technology, Computer Science

  1988 — 1997

• Amrita Vishwa Vidyapeetham, Coimbatore

  A level, Computer Science

  2000 — 2003