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Surabhi Sethia, CFA

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Surabhi Sethia DPNC
Surabhi Sethia, CFA

EDUCATIONAL / PROFESSIONAL QUALIFICATIONS:

  • CFA Charterholder, USA
  • B.Com (Hons.), Shri Ram College of Commerce, University of Delhi

 

NUMBER OF YEARS EXPERIENCE:- Over 10 years of experience

AREAS OF SPECIALIZATION

  • She leads the Multi Family Office division, advising UHNI clients across Public and Private Markets, Fixed Income, AIFs, Private Equity, Real Estate, Commodities and Global Investments
  • She is also Responsible for end to end Portfolio Advisory, Asset Allocation, Investment Selection, Due Diligence, Portfolio Construction, Risk Management and ongoing Portfolio Monitoring
  • Previously, she was a part of the family office of Aditya Ghosh, former CEO of IndiGo and co-founder of Akasa Air, where she managed the investment portfolio end to end
  • She had also managed an AIF Category II Private Credit Fund, across Investment and Investor Relations