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.
- Pursuing Chartered Wealth Management (CWM) from American Academy of Financial Management
- Diploma in E-commerce (AAFM)
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. Debabrata Majumdar
Founding Member, NGEN
- Debabrata is a founding member of NGEN. A seasoned professional with over 24 years of experience in the Indian Financial Services Industry, he has led PAN-India businesses across Banking, Stock-Broking, and IT Consulting. He previously served as the Head of Wealth Management at Phillip Capital India (Private Client Group). Before this, he worked with leading organizations such as ICRA Online, Edelweiss AMC, Motilal Oswal, and IndusInd Bank. Skilled in developing and scaling wealth management businesses, he has successfully driven product distribution through national institutions, branches, and IFA networks.
Career Highlights
- Held leadership roles in wealth management, financial product distribution, and national business operations across multiple major financial institutions.
- Successfully managed PAN-India strategic and operational functions in Banking, Stock-Broking, and IT Consulting.
- Built strong distribution networks across institutions, branches, and independent financial advisors.
Qualifications
- MBA from the Institute of Technology & Management, Mumbai.
- Advanced Marketing Program from the Chartered Institute of Marketing (CIM), UK.
Licenses & Certifications
- Expertise in financial products, wealth management strategies, and advisory frameworks.
- Certified in advanced marketing, systems management, and financial distribution models.
Notable Achievements
- Successfully led and scaled multi-channel wealth management businesses across India.
- Recognized for strong business development, advisor networking, and product penetration strategy.
Skills
- Wealth Management
- Financial Advisory
- Product Distribution Strategy
- PAN-India Business Leadership
- Team Building & Network Development
- Risk Analysis & Client Management
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.