Saurabhh Bhargava,Cf Pcm
About Saurabhh Bhargava,Cf Pcm
Saurabhh Bhargava serves as the Deputy Vice President and Regional Investment Manager at IndusInd Bank, where he advises clients on investment strategies and portfolio management. He has extensive experience in wealth management, having held various positions at notable financial institutions in India.
Current Role at IndusInd Bank
Saurabhh Bhargava serves as the Deputy Vice President and Regional Investment Manager at IndusInd Bank. He has held this position since 2020, contributing to the bank's investment advisory services. In this role, he acts as the primary investment advisor for clients and supports a team of relationship managers. His responsibilities include advising clients on complex investment relationships and focusing on portfolio construction and asset allocation for both tactical and strategic decisions.
Previous Experience in Wealth Management
Prior to his current role, Saurabhh Bhargava accumulated extensive experience in wealth management. He worked at Religare Private Wealth as a Senior Manager for Private Clients from 2010 to 2013. He also held positions at Citi Bank N.V. as a Citi Gold Wealth Manager from 2013 to 2014, and at ABN AMRO Bank N.V. as a Wealth Manager from 2009 to 2010. His career includes significant roles at Karvy Private Wealth and L&T Finance, where he served as Associate Vice President and Senior Wealth Manager, respectively.
Educational Background
Saurabhh Bhargava has a diverse educational background. He studied at Symbiosis Law College in Pune, where he earned his LLB in Law from 2000 to 2001. He also holds a BBA in Marketing from Guru Gobind Singh Indraprastha University, completed between 2001 and 2004. Additionally, he has pursued financial planning studies, achieving the Certified Financial Planner (CFP) designation from the International College of Financial Planning in 2005 and from the Financial Planning Standard Board in 2012.
Career Progression in Financial Services
Saurabhh Bhargava's career in financial services began with a role as an Investment Advisor at ABN AMRO Bank N.V. from 2006 to 2008. He later transitioned to ICICI Securities as a Senior Team Leader from 2017 to 2020. His career reflects a steady progression through various roles in wealth management and investment advisory, showcasing his expertise in building client relationships and enhancing investment strategies.