Ashish Bhalla Email & Phone Number

Senior Director - Family Office @ Kotak Private

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Ashish Bhalla Location

Mumbai, MH, IN

Ashish Bhalla Work

2025 -now Senior Director - Family Office @
2024 -2025 Zonal Head - Private Banking, Gujarat @
2020 -2024 Head - Investment and Credit Products and Business Strategy - Domestic and International Private Banking @
2017 -2020 Head - Investments @
2015 -2017 Senior Vice President and Business Head @
2009 -2015 Vice President @
2009 -2015 Fund Manager @
2006 -2009 Manager @
2005 -2006 Senior Manager @ GTL Limited
2004 -2005 Manager @
2002 -2004 Student @ NIRMA University

Ashish Bhalla Education

National Institute of Securities Markets (NISM)
Master of Business Administration (Accounting and Finance)
2025-2025
FINRA Registered-Series 7 & 63 in USA
(International Business)
2007-2007
NCFM Certified-Mutual Funds, Capital Markets and Derivatives
Certfied (Mutual Funds)
2004-2004
Institute of Management, Nirma University
PGDM (Finance)
2002-2004
Institute of Chartered Accountants of India
Finance (Finance)
2001
Mahanagar Boys' Inter College
12th (Science)
Operational Risk Management & Hubbis Certified International Compliance, Singapore
(Operational Risk Management)
2012
University of Lucknow
B.Com (Commerce)

Ashish Bhalla Skills

International Business
Fundraising
Investment/Banking Products
Investments
Banking
Capital Markets
Portfolio Management
Investment Banking
Equities
Asset Managment
Asset Management
Risk Management
Strategy
Financial Analysis
Corporate Finance
Valuation
Finance
Relationship Management
Management
Derivatives
Structure
Treasury
Cash
Conferences
Temporary Placement
Capital
Financial Advisory
Sales
General Insurance
Statutory Accounting
Contractual Agreements
Raising
Series 7
Taiwan
Wealth
Community
Business Analytics
Statutory
Financial Markets
Usa
International
Data Mapping
Agents
Product Selection
Retail
Investor Reporting
C
Hedge Funds
Investment Advisory
Due Diligence
Business Analysis
Accounting
Internal Controls
Operational Risk
Indian
Currency
Securities
Capital Management
Reporting
Project Management
Mob
Dialog Programs
Presentations
Singapore
PowerPoint
Execution
Pitch Books
Customer Acquisition
Bonds
Pipelines
Budgets
Serving
Business Development
Data Conversion
Investor Relations
Nepal
Working Capital Management
Cross Border
CDO
Series 63
Channel
Sovereign
RFP
Insurance
Property Management Systems
Operations
Real Estate Private Equity
Commercial Banking
Microsoft Exchange
Instrumental
Structured Finance
Spread
Credit
Mechanism
Distribution
Funding
Responsibility
Term Loan
Hni
Formulate
Risk Assessment
Credit Derivatives
Road
India
New York
Manager Selection
Questionnaires
Mumbai
Snapshot
Private Equity
Rhu
Loans
Customer Service
Asia
Asset
Real Estate
Business Strategy
Investment Strategies
Nse
RFI
Vendor Management
Rate
Market
CDS
FINRA
Oman
Strategies
Interfaces
Swaps
Bank Deposits
Mutual Funds
Foreign Currency
Structured Products
Hedging
Governance
Syndicate

Ashish Bhalla Summary

Ashish Bhalla, based in Mumbai, MH, IN, is currently a Senior Director - Family Office at Kotak Private. Ashish Bhalla brings experience from previous roles at ICICI Bank, JRL Capital and ArthVeda Fund Management Pvt. Ltd. Ashish Bhalla holds a 2025 - 2025 Master of Business Administration in Accounting and Finance @ National Institute of Securities Markets (NISM). With a robust skill set that includes International Business, Fundraising, Investment/Banking Products, Investments, Banking and more. Ashish Bhalla has 1 emails and 3 mobile phone numbers on RocketReach.