Tushit Malhotra

About Tushit Malhotra

As a seasoned financial and business leader with over 22 years of experience, I have successfully navigated the intersections of wealth management, private banking, business management, and financial services, driving strategic growth and profitability. My expertise spans enterprise sales, revenue and cost management, digital transformation, and high-value relationship management, enabling me to deliver impactful solutions for HNI, UHNI, family offices, and promoters.With a strong foundation in business development and financial management, I specialize in structuring bespoke wealth lending solutions, optimizing investment strategies, and enhancing private banking experiences. My hands-on leadership approach, combined with an acute understanding of P&L management and digital initiatives, has consistently delivered superior results in wealth advisory, financial structuring, and strategic investment planning.Throughout my career, I have cultivated strong client and institutional relationships, ensuring that every initiative aligns with long-term wealth creation and risk management objectives. Having worked with large banking institutions, I bring deep insights into financial product innovation, capital markets, and tailored investment solutions that empower businesses and individuals to preserve, grow, and transfer wealth seamlessly.I am committed to delivering exceptional value to high-net-worth clients, institutional investors, and financial enterprises, leveraging my industry expertise to drive sustainable success and financial excellence.

Experience

1. Director

   Ask Asset & Wealth Management

   Apr 2024 — Present · Gurgaon, IN

   Built P&L framework from ground up – Established revenue models, cost structures, and profitability metrics with Growth & EBITDA as per management expectations-Recruited & led high-performing team of professionals – Hired senior RMs, analysts, and client specialists; implemented performance management and training programs-Developed investment philosophy & portfolio solutions – Built asset allocation frameworks across public/private markets-Created scalable operating infrastructur, compliance frameworks, and technology stack; secured initial wins.

Education

• IBS Hyderabad

  MBA, Management

  2003 — 2005

• Panjab University, Chandigarh

  B.Com, Commerce

  2000 — 2003

Skills

• Financial Risk
• Core Banking
• Foreign Exchange
• Sales
• Investments
• Kyc
• Mortgage Lending
• Credit Analysis
• Portfolio Management
• Loans
• Team Building
• Management
• Commercial Banking
• Corporate Finance
• Credit
• Retail Banking
• Cash Management
• Crm
• Banking
• Team Management
• Business Strategy
• Finance
• Derivatives
• Relationship Management
• Fx Options
• Capital Markets
• Business Development
• Wealth Management
• Sme Banking
• Trading
• Mis
• Business Relationship Management
• Trade Finance