Parthapratim Basu
UHNW Wealth Management & Multi Family Office Professional
- Role
- Senior Vice President - Uhni & Family Office at Motilal Oswal Private Wealth
- Location
- Mumbai, MH, IN
- LinkedIn followers
- 500 followers
About Parthapratim Basu
As a Seasoned Private Banking and Wealth Management professional for over 2 decades, I…
Experience
Senior Vice President - Uhni & Family Office
Oct 2023 — Present · Mumbai, IN
Motilal Oswal Private Wealth (MOPW) is a part of Motilal Oswal Group – a brand trusted for knowledge-based investing with a proven performance track record of over 36 years. MOPW was instituted in the year 2007 to cater Corporates/ Institutions, High Net Worth and Ultra High Net worth Individuals. We use knowledge to identify the right mix of Fund Managers across asset classes to ensure you have a winning portfolio. “The more we know, the more you win” hence our relationship managers are empowered with the science and art of investing. In addition, you also experience new insights and ideas on wealth creation through our exclusive knowledge events.
Education
Welcomgroup Graduate School of Hotel Administration, Manipal
B.H.M, Hospitality Administration/Management
1995 — 1998
St. Xavier's Collegiate School, Kolkata
Secondary & Higher Secondary
1982 — 1994
National Institute of Securities Markets (NISM)
Advisors Series XA and XB
2018
Center for Investment Education & Learning ( AIWMI )
Certified Private Wealth Manager ( CPWM )
2014 — 2015
Amity Business School,NOIDA
MBA/PGDM, Marketing / Entrepreneurship
2000 — 2002
American Academy of Financial Management
Certified Trust & Estate Planner CTEP, Business Administration and Management, General
2019 — 2020
Skills
- Private Banking
- Wealth Management
- Retail Banking
- Business Development
- Team Management
- Wealth Management Services
- Wealth
- Syndications
- Investment Banking
- Portfolio Management
- Investments
- Investment Advisory
- Crm
- Banking
- Relationship Management
- Capital Markets
- Financial Services
- Finance
- Fixed Income
- Trading
- Equities
- Management
- Derivatives
- Loans
- Business Strategy
- Strategy
- Mis
- Business Relationship Management
- Customer Relationship Management (Crm)
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