Rohit Uppat
Senior Wealth Manager | Investment Advisory | Private Equity | Wealth Management for Ultra HNI Clients
- Role
- Senior Wealth Manager at 360 One Wealth
- Location
- Mumbai, MH, IN
- LinkedIn followers
- 500 followers
About Rohit Uppat
As a Senior Private Banker at 360 ONE Wealth, I focus on acquiring and managing…
Experience
Senior Wealth Manager
Dec 2024 — Present · Mumbai, IN
I am responsible for the acquisition and administration of UHNI relationships at both the individual and company levels. I help my clients create a complete Investment Policy Statement, plan their finances, allocate assets, and provide equity and debt consulting services. In addition, I attempt to build a long-term and meaningful relationship with them. At Batlivala & Karani Group, we are dedicated to building long-term relationships with our high-net-worth customers by providing them with extensive research, data-backed guidance, and a sense of value that is handed down to future generations. In addition, we help with estate and succession planning. My ultimate objective is to assist my clients in the development and preservation of generational wealth that is adequately safeguarded and diversified across asset classes. The present state of Investment Advisory reflects its nature as a specialized and niche sector within India. The increasing number of HNIs suggests a trend that is likely to persist in the future. B&K, being one of the oldest and largest players in the investment sector, which has a legacy since 1875 the oldest financial services group in India. This gives us a distinct competitive edge.
Education
Indian Institute of Management, Kozhikode
Executive MBA (Masters of Business Administration)
University of Mumbai
Master In Management Studies (MMS - Finance)
2013 — 2015
University of Mumbai
BFM
2009 — 2012
National Institute of Securities Markets (NISM)
5A
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