Soubhik Ghosh
AVP, FundsIndia Private Wealth (a 100% subsidiary of WestBridge Capital) | Strategic Advisor to HNIs & Business Families | Wealth Creation, Succession & Legacy Planning with Care
- Role
- Associate Vice President at Fundsindia Private Wealth
- Location
- Bengaluru, KA, IN
- LinkedIn followers
- 500 followers
About Soubhik Ghosh
True wealth isn’t built overnight — it’s curated, protected, and evolved with…
Experience
Associate Vice President
Mar 2025 — Present · Bengaluru, IN
As a Private Wealth Manager, I specialize in delivering tailored wealth management solutions to high-net-worth individuals, families, and business owners. My role centers on understanding each client’s unique financial objectives, risk appetite, and life goals, and translating them into actionable, long-term strategies.Key Responsibilities:Relationship Management: Build deep, trust-based relationships with clients, serving as their primary advisor for all financial matters.Investment Advisory: Design and manage customized investment portfolios across asset classes, aligned with client objectives and market conditions.Financial & Estate Planning: Provide end-to-end solutions including retirement planning, succession planning, and tax optimization, in collaboration with legal and tax professionals.Product & Service Delivery: Offer access to a wide range of financial products including structured products, private equity, real estate, and credit solutions.Market Intelligence: Stay ahead of global financial trends and proactively advise clients on strategic portfolio adjustments.I’m passionate about helping clients preserve and grow their wealth across generations, combining a client-first approach with deep market expertise.
Education
Calcutta University, Kolkata
BCom - Bachelor of Commerce, Accounting and Finance
2006 — 2008
Delhi University
Master of Business Administration - MBA
Indian Institute Of Business Management And Studies
Master of Business Administration - MBA, Marketing
2009 — 2011
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