Anurag Awasthi

Partner

My focus is on results, and I aim to build custom strategies focussing on effective solutions to all clients’ requirements.

Overview

I am a paraplanner with more than 18 years of experience in the financial services industry. My core expertise is – cross financial products, fixed income, treasury management, and corporate finance. Throughout various roles, I have developed outstanding interpersonal and relationship-building skills through close engagements with top management (CXOs, MDs, and Partners).

Brivan Consultants

I joined Brivan in 2019 as a Partner of the Investments division. As an investment professional, I am well versed in Indian mutual funds, bonds, fixed income, and alternative asset classes such as hedge funds, structured products, and other alternative asset classes. I am a passionate market follower and investment advisor with expertise in fundraising, asset management, wealth management, and private banking. I am in charge of managing nearly 200 million USD to date.

Previous Work Experience

I began my career at RR Financial Consultants Limited as a merchant banker for nearly 16 years, then with ICICI Bank, where I spent two years. I have experience in the conceptualization, creation, and fundraising of new financial products. In my career, I have led teams that have accomplished revenue growth, cost optimization, and portfolio transformation initiatives and helped businesses achieve triple-digit growth rates. At RR Financial Consultants, I managed nearly 800 million USD in AUM. The ability to identify gaps in existing processes, measure and analyze data, and bridge gaps to enhance productivity is one of my strengths.

Specialization

  • Debt Capital market
  • Consulting
  • Risk Management & Controls
  • Capital Management
  • Foreign Taxation

Services Covered

  • Assurance and Business Advisory
  • Transaction Services
  • Wealth Management

My thorough knowledge and rich experience across diverse financial instruments have helped me to deliver top results for clients. The core focus has always been, and always will be, a strategic orientation toward goals specified by clients and improvising to maximize profit.

 

Anurag Awasthi

Partner

MBA

Treasury Management and Wealth Management