Saurabh Srivastava
AVP - FundsIndia Private Wealth| Investment & Legacy Advisory for HNIs/UHNIs | PMS | AIF | MF | Unlisted | Succession & Estate Planning.
- Role
- Private Wealth Manager at Fundsindia Private Wealth
- Location
- Bengaluru, KA, IN
- LinkedIn followers
- 500 followers
About Saurabh Srivastava
Seasoned Private Wealth professional with over 14 years of experience in banking and financial services, specializing in managing and growing wealth for HNI and UHNI clients. Currently working with FundsIndia Private Wealth, where I offer end-to-end advisory across a comprehensive range of wealth management solutions.My expertise spans across Mutual Funds, PMS, AIFs, Bonds, Structured Products, MLDs, NCDs, and Unlisted Shares, along with strategic services in Succession and Estate Planning, including Will Writing, Trusts, Legacy Structuring, and Family Office Solutions.With a strong relationship-driven approach, I focus on creating customized financial strategies that align with clients’ long-term objectives, ensuring both wealth preservation and growth across generations.
Experience
Private Wealth Manager
Feb 2025 — Present · Bangalore Urban, IN
At FundsIndia Private Wealth, I work closely with Ultra-HNI clients, Family Offices, and Promoters to offer strategic wealth management and estate planning solutions. My role focuses on delivering a personalized, high-touch experience while aligning financial strategies with long-term legacy and wealth goals.Key Responsibilities & Focus Areas: Advising on portfolio construction using Mutual Funds, Bonds, AIFs, PMS, and Global Investments Estate & Succession Planning – Trust creation, HUF structuring, Will drafting support Asset protection and intergenerational wealth transfer strategies Liquidity management, tax optimization, and risk-adjusted wealth solutions Deep relationship management with a focus on trust, confidentiality, and long-term impact Coordinating with legal, tax, and family office advisors to deliver holistic solutions Delivering customized investment ideas aligned with client-specific needs and market outlookProud to be part of a client-first platform backed by WestBridge Capital, and committed to delivering excellence in every relationship.
Education
Veer Bahadur Singh Purvanchal University, Jaunpur
Bachelor's degree
2011
Krupanidhi School of Management - Bangalore, India
Master of Business Administration - MBA, IT & Marketing
2013
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