Chandrani Ghosh
Founder and Director, Xponent Wealthserve
Chandrani Ghosh, a seasoned banking and financial services professional with over 20 years of experience, leads Xponent Wealthserve with a vision for innovation and excellence.
Career Highlights
- Held senior roles at IndusInd Bank, Citi Bank, Deutsche Bank, and Doha Bank (Middle East), specializing in NRI Banking and private wealth management.
- Recognized for her outstanding contributions to the banking sector through numerous awards.
Phone : +9191759 34816
Email : [email protected]
Website : xponentwealthserve.com
Qualifications
- Post Graduate Diploma in Executive Management from IMT Ghaziabad.
- Wealth management certifications from prominent regulatory bodies in India and the Middle East.
Licenses & Certifications
- National Institute of Securities Markets (NISM): NISM VA Certification.
- IRDAI: Certified Life & Health Insurance Consultant.
- Edcomm Banker’s Academy: Certified in AML, FATCA & CRS, Operational Risk, and Business Continuity.
Notable Achievements
- Crowned Mrs. India Congeniality 2021 and Global Icon of India 2023.
- Featured in the Top 30 Future Women by Perfect Women Magazine in 2024.
Skills
- Expertise in Mutual Funds, Private Wealth Management, Financial Advisory, and Risk Analysis.
- Proficient in delivering tailored financial solutions with a focus on client satisfaction and long-term success.
Mr. Romit Barat
Advisor to the Board | Investment Evangelist | Regulatory Consultant
Experience
- With over two decades of experience in portfolio management, alternate investments, and financial education, Romit Barat is a trusted Advisor to the Board for organizations such as AAFM® India and Piper Serica Advisors. As an Approved Trainer with APMI, he has trained 17,000+ financial professionals, specializing in regulatory compliance and certifications.
Key Roles
- Visiting Faculty: Narsee Monjee College of Commerce and Economics
- Non-Executive Director: AAFM® India
- Vice President & Sales Head: Narnolia
- Zonal Head: Motilal Oswal AMC
- Cluster Head: ICICI Prudential AMC
Core Expertise
- Strategic advisory in portfolio and asset management
- Wealth creation and SaaS platform implementation
- Regulatory compliance (NISM XXI-A, AIF, Cross-border Investments)
- Training and financial professional development
Education
- MBA, Business Administration and Management Indian Institute of Social Welfare and Business Management
- Postgraduate Degree, Management Information Systems Institute of Management Technology, Ghaziabad
Vision
- A passionate educator and guest lecturer at premier MBA institutions, Romit is recognized for his contributions to financial literacy and professional excellence within the BFSI industry.
Abhirup Das
Co-Founder and Director, India Operations, Xponent Wealthserve
Abhirup Das is a certified insurance professional accredited by the Insurance Regulatory and Development Authority of India (IRDAI). As the Co-Founder and Director of India Operations at Xponent Wealthserve, he specializes in stock market trading and private equity with a focus on Tier 2 and Tier 3 cities, offering expert financial guidance to clients across India.
Career Highlights
- Extensive expertise in stock market trading and private equity, delivering tailored solutions for clients in emerging markets.
- Former trustee of the Bengal Ayush Development Trust, affiliated with the Government of India, contributing to community and social development initiatives.
Qualifications
- Certifications in Aviation and Hospitality Management from the Frankfinn Institute of Air Hostess Training and IAM Kolkata, emphasizing exceptional service delivery and customer experience.
Commitment to Excellence
- With his deep understanding of financial markets and commitment to community development, Abhirup combines professionalism with a client-first approach, empowering clients to achieve their financial aspirations.