Validus Wealth

WEALTH HAS A NEW MEANING

About Validus Wealth

Validus Wealth is a full service, next generation private client platform in India serving HNW/UHNW families.

Nimble
Platform

Best-Of-Breed

Seamless
Integration

OUR PHILOSOPHY

Wealth is subjective. We are here to help you understand what it means for you by studying the potential of your ambition through our research, expertise and solutions.

OUR CORE VALUES

Relentless Relevance

Our pursuit - ensuring that all that we do for our customers and our internal teams is relevant, giving them a differentiated experience. We don't entertain paperwork, phone calls, visits, or product proposals without them being relevant to you.

In-Depth

Our mode of working - building strong and deep relationships with you. We are not a provider, we don't lie, and we listen to you and deliver solutions that address your needs.

Experience

Our benchmark - enabling consistent, well-rounded experience across multiple touchpoints, serving you across the entirety of your financial life.

Transparency

Our way of life - no hidden agendas and we mean what we say. We are transparent in our fees, documentation, compensation structure, ESOPs and aligned to your needs.

Entrepreneurial Mindset

Our frame of mind - treating Validus Wealth as his or her own business, working towards a common goal- being accountable and taking responsibility for all actions.

OUR EXPERTS

Validus Wealth :: ABOUT

Atul Singh

CEO

Surendhren Manayath

Chief Operating Officer

Zohra Hajiani

Managing Partner, Private Client

Rajesh Cheruvu

Chief Investment Officer

Abhishek Khandelwal

Co-Head, Structured Lending

Sameer Gupta

Managing Partner & Co-Heads Structured Lending

Maneesh Kapoor

Senior Executive Director and Head of North & East

Sailesh Balachandran

Senior Executive Director and Head of South

Abby Thomas

Head Human Resource

OUR EXPERTS

Validus Wealth :: ABOUT

Atul Singh

CEO

Surendhren Manayath

Chief Operating Officer

Zohra Hajiani

Managing Partner, Private Client

Rajesh Cheruvu

Chief Investment Officer

Abhishek Khandelwal

Co-Head, Structured Lending

Sameer Gupta

Managing Partner & Co-Heads Structured Lending

Maneesh Kapoor

Senior Executive Director and Head of North & East

Sailesh Balachandran

Senior Executive Director and Head of South

Abby Thomas

Head Human Resource

Atul Singh

CEO

Atul Singh is the Chief Executive Officer of Validus Wealth

With over two decades of experience in the wealth management industry, Atul heads Validus Wealth, the next generation wealth advisory firm that holistically addresses the financial needs of Indian investors.

Prior to Validus, he was the Managing Director & CEO of Julius Baer, India, where he led the acquisition of its business from Merrill Lynch. Before the acquisition, he was the Managing Director of private businesses at Merrill Lynch, Singapore. Prior to Merrill Lynch, he spent 7 years at the Booz Allen Hamilton in New York, advising large financial services clients.

Atul holds an MBA from IIM Bangalore with a Director’s Medal and a degree in Electrical Engineering from the Birla Institute of Technology, Ranchi, with a Presidential Gold Medal.

He believes in the philosophy of client centricity, recommending only investments he would himself put his money in. Outside the office, he enjoys photography and exploring wines from around the world.

Surendhren Manayath

Chief Operating Officer

Surendhren Manayath is COO at Validus Wealth

His illustrious career spans over two decades, starting his journey with Kotak Mahindra Bank as a Manager for the back-office functions of consumer finance business.

He then moved to the TAIB Bank in Bahrain as an AVP, later heading to the Arab Banking Corporation handling Risk Management. Soon afterwards, he moved back to Kotak, London, as a CFO. In 2012 he transitioned to the Private Banking division as EVP for Finance Accounts and back office functions. Prior to Validus, he was with Julius Baer, India, as the COO & Board Member.

He is a Chartered Financial Analyst from CFA, USA, holds an FRM from Global Association of Risk Professionals, USA, and a CA from the ICAI. He attended Management Development Program from IIM, Ahmedabad

He maintains a customer-oriented focus, taking extra care to maintain the client’s overall financial health apart from securing the investment at hand. When he is not working, he loves watching movies, football, cricket and exploring new continents.

Zohra Hajiani

Managing Partner, Private Client

Zohra is the Managing Partner, Private Client at Validus Wealth

Zohra, with her judicious visionary approach, is an all-round ‘You-Centric’ Wealth Management Subject Matter Expert, creating winning wealth stories for the past two decades. She currently manages the investments of Entrepreneurs, NRIs, and Corporates.

She started her career at HDFC Bank, managing private banking clients. She then moved to DSP Merrill Lynch (later acquired by Julius Baer) as an Executive Director and continued her role with Julius Baer (after acquisition) under the same designation, for over a decade and a half.

She holds an MBA in Finance from the Jamnalal Bajaj Institute of Management Studies.

She is known for her integrity, transparency and result-oriented approach in her professional life. Zohra is an avid dog lover. She likes to read for knowledge, exercise for overall wellbeing and trek for strengthening her analytical and decision-making skills.

Rajesh Cheruvu

Chief Investment Officer

Rajesh Cheruvu is the Chief investment Officer at Validus Wealth

He began his career in Wealth Management as a Research Analyst at Kotak Mahindra (erstwhile ING Private Banking) before moving to Axis Bank where he was Head of Research and Portfolio Management.

Subsequently he began his stint with HSBC Private Banking where he focused on equity research and portfolio management. Later at Coutts, the private banking division of RBS Bank India where he headed the Investment Strategy, Asset Allocation, Security Research and Portfolio Management.

Prior to Validus Wealth, he also served at Aditya Birla Capital where he was responsible for research from the products and industry perspective.

He holds a Masters in Economics from Gitam University and an MBA from Jawaharlal Nehru Technological University.

On his office wall, he hangs a set of rules he calls “things that matter”, which he firmly believes in. Some of his favourites are: ‘People First’; ‘Everyone is Included’; ‘Leadership Matters’. He believes in absolute integrity and excellence in driving innovation that creates a positive impact.

Outside of work, he enjoys giving back to the society. He runs a medical centre in his hometown and provides educational supplements to children from his village. He also enjoys an active lifestyle, is a practitioner of Isha Yoga, loves Carnatic music and loves to spend time with his kids.

Parag Kasliwal

Anchoring Product & Advisory / Solutions

Parag Kasliwal is anchoring Product and Advisory / Solutions for Validus Wealth.

Parag brings with him a rich experience of building and managing the Product & Advisory propositions, having been part of three large businesses in this vertical. Before Validus Wealth, Parag was at IDFC bank where he spent close to 3 years managing Wealth Products, Proposition, Strategy and Advisory functions. Prior to that, Parag spent over six years at Barclays Wealth, where he was instrumental in building the product proposition as well as managing Broking, Fixed Income, Alternative Investments and Investment Advisory propositions. Parag also spent nearly three years at International Private Banking business of ICICI Bank where he was involved in setting ICICI Bank’s Private Banking business outside India.

Parag is a rank holder in Chartered Accountancy (CA) and Company Secretary (CS). He is also a Certified Financial Planner (CFP) and Level 2 Chartered Financial Analyst (CFA).

Parag’s work philosophy is client-centricity – i.e. understanding and serving the client’s unique objectives, needs, and aspirations – which is reflected in the clients’ trust in him. Outside of work, he loves to read about investments and personal development. He also enjoys spending time with family and ensures that he takes at least two holidays with them each year.

Abhishek Khandelwal

Co-Head, Structured Lending

Abhishek Khandelwal is a Co-Head for the Structured Lending at Validus Wealth

In his 17-year career, Abhishek has worked with organisations like Kotak, DSP Merrill Lynch and IIFL Group, where he played a key role in building their secured lending business.

Prior to joining Validus Wealth, he completed a 2-year stint with Julius Baer, India, where he was Executive Director & Head of Credit Business. There he was responsible for originating lending deals and providing lending solutions to wealthy clients.

He holds an MBA in Finance from the Symbiosis Centre for Management and HRD.

Abhishek is a strong team player and a people person at work. He likes to run to stay focused and improve overall mental strength.

Sameer Gupta

Managing Partner & Co-Heads Structured Lending

Sameer Gupta is a Managing Partner and Co-Heads Structured Lending at Validus Wealth

He is a seasoned professional with over 15 years of experience. Sameer has undertaken leadership roles at various foreign financial institutions, managing and leading a team of senior professionals for the Capital Markets Structured Lending and Wealth Management business in India.

Starting out at Merrill Lynch as a Vice President of Structured Lending Group, he later moved to Morgan Stanley, serving as an Executive Director.

Before joining Validus Wealth, he held the position of a Director for Private Banking at Credit Suisse Finance and a Senior Director for NBFC Credit Sales at BNP Paribas.

He holds a PGPMAX from the Indian School of Business; studied – Corporate Strategy (M&A) & Competitive Marketing Strategy from the Wharton School; and Global Strategy, Innovation & Entrepreneurship from the China Europe International Business School. He also holds an MBA in Finance and Marketing from SCMS.

Sameer is passionate about capital markets and follows a client-centric work ethic, believing in adding value to the client’s financial goals. Outside of work, he loves to analyse global financial trends and loves to travel.

Maneesh Kapoor

Executive Director and Head of North & East

Maneesh Kapoor is a Executive Director and Head of North & East at Validus Wealth

Maneesh Kapoor is an astute leader with a rich career spanning 18+ years across banking & financial service Industry. Maneesh holds an MBA from Symbiosis Centre for Management & HRD, Pune and a B. Tech in Mechanical Engineering from Jamia Millia Islamia, New Delhi.

Maneesh started his career with Hindustan Motors, after his engineering. His financial services journey started with a broking consultancy firm, Darashaw, at the Corporate Bond Dealing Desk and then with HDFC Bank as a part of their SME Corporate Banking.

He joined the ICICI Bank's Wealth Management team, leading their Delhi business for around 5 years and followed that by spearheading Aditya Birla Group's foray into Wealth Management in Delhi. Prior to joining Validus Wealth, Maneesh was a Senior Regional Head at ICICI Securities Private Wealth Management where he joined as a founding member and spent 7.5 years in building market leadership as well as gaining reputation & goodwill for the company.

A dynamic team player with impeccable work ethics, Maneesh has built a highly experienced team poised to take Validus Wealth into a high growth trajectory. Outside of work, he loves spending time with his family and friends.

Sailesh Balachandran

Executive Director and Head of South

Sailesh Balachandran is a Executive Director and Head of South at Validus Wealth

Sailesh Balachandran is a seasoned wealth management expert with over 18 years of experience in the industry. An economics post-graduate, Sailesh started his career in core banking with HDFC, Bangalore.

Over the next decade, he managed key projects in ABN, DCB, HSBC and ICICI Securities across multiple cities, building a strong reputation for leading teams with an unerring knack for overcoming challenges.

Abby Thomas

Head Human Resource

Abby Thomas is the Head of Human Resources at Validus Wealth.

At Validus Wealth, he is responsible for ensuring effective delivery of the company’s people’s agenda and manages the overall Human Resources function. He is an active member of the management team, supporting them with human resources advice and counsel.

A veteran HR professional with over 20 years of experience, he has held similar leadership positions in Julius Baer, Bank of America, Merrill Lynch and ABN AMRO.

He holds an MBA in Human Resources from the University of Mumbai.

His work ethic is simple, he believes in doing the right thing, always. Outside of work, he enjoys spending time with friends and family and loves any kind of outdoor activity to re-energise.

GET CONNECTED TO GET

WEALTH EXPERIENCES CRAFTED FOR YOU.

Registered Office

WeWork Enam Sambhav, C-20,
G Block BKC, Bandra Kurla Complex,
Bandra East, Mumbai -400051.
CIN : U65100MH2016PTC282934

© 2018 Validus Wealth. All rights reserved. Privacy Policy | Disclaimer | Disclosure | Terms & Conditions | Site Map