About the Founder
Hi, I am Ashish. I made a career shift into wealth management in the late 90s, after spending my formative years in corporate finance. I like to describe my well-over-two-decades journey in wealth management as a tale of two contrasting halves. I remember one half fondly, where I spent my time helping individuals (mostly the ultra-rich) plan their investments and pioneering the family office and advisory practice for a large wealth management firm. The other half, which I remember not so fondly, was spent motivating wealth managers to sell products and partly trying to build client-centric back-end platforms.
If the one half gave me a lot of joy and fulfillment, the other half gave me perspective on what not to do as a wealth manager. It also bought with it a great deal of unease with the industry and restlessness to do something about it. Which eventually led me to take the plunge into entrepreneurship.
My peers know me as a maverick who is known to challenge the status quo and is obsessed with customer-centricity. In my view, in the business of wealth management, customer-centricity is not a choice, it is actually the starting point. Also, I believe that it is indeed feasible to build a profitable & scalable business model without abandoning the plank of customer-centricity.
I want to draw like-minded wealth managers who are just chugging along in the top-down, sales-driven firms to Serenity and work together to build a bottom-up, advice-driven wealth practice.
I am a B-Tech in Mechanical Engineering from Delhi College of Engineering (now DTU). Post, which I did a stint of 3 years with Bajaj Auto in their Engineering division. I have always been fascinated by finance & data analytics, so I decided to take up a 2-year course with the Department of Financial Studies at Delhi University. That is where I met Ashish, a fellow alumnus who was looking for interns for his wealth management start-up. The internship has now morphed into a wonderful association. I am responsible for analytics, product development, & financial outreach.
I have been a student of ancient history and corporate communications. My interest in the world of finance & money got piqued when I read about the history of money. And I was always keen to work with a start-up. In Ashish & Serenity Wealth, I found the ideal combination of using my communication skills for a wealth start-up and a work environment that allowed me to test the limits of my creative thinking. I am responsible for social media and digital outreach.
I am an Investment and Portfolio Professional with around 5 years of experience managing affluent HNI, HNI, and UHNI clients. My work at Dezerv Investments and Naikwealth Pvt Ltd has honed my skills in Asset Allocation, Portfolio Management, and Risk Assessment. My experience across different industries has given me a broad understanding of the business landscape, allowing me to provide comprehensive financial advice. I joined Serenity Wealth because their values of compassion and transparency align with my professional approach. This contrasts with the sales-driven culture often seen in the industry. At Serenity Wealth, I am responsible for investment research and client relations.
Testimonials
“I am extremely happy with Ashish's consultancy and I highly recommend it to anyone who wants to take the ownership of their financial future. The unique thing about him is his commitment towards his clients which goes beyond the professional relationship. He brings his personal touch and provides a transparent view to his clients. When it comes to assessing / catering to his client’s needs, he follows a rigorous approach in determining the risk profile and accordingly plans the asset allocation.”
“I met Ashish in the course of my own wealth management process. While initially, I allocated my investments with a few wealth-management firms, eventually I ended up consolidating my affairs with the firm he (then) represented. And that was mainly due to his client-centric, no-nonsense, and sincere approach. I am glad he took the decision to strike out on his own and build a wealth management enterprise ground-up. We need a pathbreaking initiative to change the paradigm of Wealth Management and I believe Serenity will succeed in doing it. Wishing Ashish & Serenity the very best.”
"Ashish was a valued colleague of mine for over 20 years at Kotak and I have the highest regard for him both as a professional and as a human being. He has had extensive experience over all areas of wealth management including relationship management, operations and family office management. He has demonstrated the highest levels of empathy for his clients which is the hallmark of an outstanding wealth manager. At the personal level also, he is extremely committed to socially relevant causes and I consider it a privilege to have had him as a friend and colleague for so many years."
