Rohit Garg
Member Founding Team & Lead-Investment products & Business strategy @Ionic wealth (aka Angel one wealth) | 18+ yrs in WM product | proprietary investment | Ex Kotak Bank group and 360 One Wealth | ISB - MBA | IIT KGP
- Role
- Member Founding Team & Lead - Investment Products, Treasury and Business Strategy at Ionic Wealth
- Location
- Mumbai, MH, IN
- LinkedIn followers
- 500 followers
About Rohit Garg
Investment professional | Founding team Ionic wealth - 18+ years of investment…
Experience
Member Founding Team & Lead - Investment Products, Treasury and Business Strategy
Feb 2024 — Present · Mumbai, IN
Lead third party investment products team, proprietary treasury investments & business strategyPioneered launch of high frequency algo trading for UHNI treasuries, set up quant-based asset allocation and scheme selection methodology, Work on sourcing and placement of high-quality PE transactions- placed $20 mln of leading B2B ecommerce player recently - key catalyst in Ionic\'s journey to AUM of Rs2K Cr in 1 year.Work with Founder on business strategy closely & lead treasury investment deployment of Ionic wealth
Education
Indian Institute of Technology, Kharagpur
B.Tech, Electronics and Communications
1999 — 2003
Indian School of Business
MBA, Finance
2005 — 2006
Skills
- Derivatives
- Financial Structuring
- Equities
- Investment Banking
- Portfolio Management
- Financial Modeling
- Asset Managment
- Financial Risk
- Investment Management
- Product Management
- Fixed Income
- Investments
- Asset Management
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