Leadership Overview
Nuvama Group has 7 executives leading key functions including marketing, operations, financial strategy, information technology, technical infrastructure, corporate management, and human resources.
Driven by a commitment to client-first wealth management, Nuvama Group delivers personalized financial solutions for HNWIs and corporate clients through a sophisticated, tech-driven platform.
Driven by a commitment to client-first wealth management, Nuvama Group delivers personalized financial solutions for HNWIs and corporate clients through a sophisticated, tech-driven platform.
Leadership Roles at Nuvama Group
Bharat Kalsi - Head Group Chief Financial Officer, Strategy
Bharat Kalsi, the Head Group Chief Financial Officer, Strategy at Nuvama Group, architects the financial roadmap and long-term strategic vision for the organization. Overseeing capital allocation and fiscal planning, the Head Group Chief Financial Officer, Strategy ensures that the firm maintains a robust balance sheet to support its extensive wealth management operations. This leadership role involves evaluating strategic alliances and investment opportunities that align with the legacy of the company. By managing financial risk and performance metrics, Bharat Kalsi directly impacts the stability and growth trajectory of the business. The Head Group Chief Financial Officer, Strategy also works closely with other C-suite leaders to integrate financial insights into the overall corporate strategy. Through disciplined fiscal oversight, Kalsi enables the firm to pursue aggressive market expansion while protecting client assets. Ultimately, the Head Group Chief Financial Officer, Strategy drives the financial health necessary to sustain the firm's position as a leader in the financial services sector.
Vishal Ved - Chief Operating Officer
Vishal Ved, the Chief Operating Officer at Nuvama Group, manages the internal operational framework supporting the firm's 4.4 trillion in assets. Overseeing the execution of wealth management processes, the Chief Operating Officer ensures that service delivery remains efficient for UHNIs and small business owners. This leadership role involves streamlining workflows to enhance the client experience across all capital market activities. By implementing rigorous operational standards, Vishal Ved directly impacts the scalability of the platform. The Chief Operating Officer also coordinates with the Board to maintain compliance and operational excellence during periods of market volatility. Through the optimization of internal systems, Ved supports the broader mission of providing seamless financial services. Ultimately, the Chief Operating Officer secures the operational integrity of the firm, allowing the organization to focus on delivering high-value, personalized wealth preservation solutions to a diverse and growing client base.
Riyaz Marfatia - President & Chief Operating Officer
Riyaz Marfatia, the President & Chief Operating Officer at Nuvama Group, directs the overarching business operations and strategic execution across all regional markets. Overseeing the alignment of corporate goals with daily service delivery, the President & Chief Operating Officer ensures that the firm maintains its commitment to client-first wealth management. This leadership role involves managing the intersection of asset management and capital markets to drive organizational performance. By fostering a culture of operational excellence, Riyaz Marfatia directly impacts the firm's ability to serve affluent individuals and institutional investors. The President & Chief Operating Officer also coordinates with the executive team to navigate complex market environments and capitalize on growth opportunities. Through the oversight of key business units, Marfatia ensures that the firm remains agile and responsive to client needs. Ultimately, the President & Chief Operating Officer drives the strategic initiatives that solidify the firm's reputation as a premier wealth management platform.
Sujay Rachh - Chief Marketing Officer
Sujay Rachh, the Chief Marketing Officer at Nuvama Group, directs all brand positioning and client acquisition strategies across the wealth management platform. Overseeing the development of digital engagement tools, the Chief Marketing Officer ensures that marketing initiatives resonate with High Net Worth Individuals and corporate clients. This leadership role involves analyzing market trends to refine service delivery for diverse investor segments. By optimizing communication channels, Sujay Rachh directly impacts the visibility of the firm within the competitive financial services sector. The Chief Marketing Officer also collaborates with product teams to align promotional efforts with the unique wealth creation journeys of clients. Through data-driven campaigns, Rachh strengthens the market presence of the organization, ensuring that the brand remains synonymous with trust and innovation. Ultimately, the Chief Marketing Officer drives sustainable growth by connecting the firm with affluent individuals and institutional investors seeking specialized financial solutions.
Nikhil Ranka - Chief Information Officer, Equity Alternatives
Nikhil Ranka, the Chief Information Officer, Equity Alternatives at Nuvama Group, directs the information architecture and data strategies specifically for the equity alternatives division. Overseeing the integration of complex financial data, the Chief Information Officer, Equity Alternatives ensures that investment teams possess the analytical tools required for informed decision-making. This leadership role involves managing the technological infrastructure that supports the firm's specialized equity products. By leveraging advanced data analytics, Nikhil Ranka directly impacts the performance and accuracy of alternative investment portfolios. The Chief Information Officer, Equity Alternatives also collaborates with the broader technology team to ensure that information systems remain secure and scalable. Through the development of proprietary data models, Ranka enhances the firm's ability to meet the unique needs of institutional investors. Ultimately, the Chief Information Officer, Equity Alternatives drives the technological edge that allows the firm to deliver superior results in the competitive equity alternatives market.
Amit Surve - Chief Technology Officer & Senior VP
Amit Surve, the Chief Technology Officer & Senior VP at Nuvama Group, architects the core digital infrastructure that powers the firm's wealth management platform. Overseeing the development of client-facing applications and backend systems, the Chief Technology Officer & Senior VP ensures that the tech-driven approach remains at the forefront of the industry. This leadership role involves managing software engineering teams to build secure, scalable solutions for HNWIs and corporate clients. By modernizing the digital ecosystem, Amit Surve directly impacts the efficiency and accessibility of financial services. The Chief Technology Officer & Senior VP also works with the Board to prioritize technology investments that support long-term innovation. Through the implementation of cutting-edge software, Surve enables the firm to provide a seamless user experience across all digital touchpoints. Ultimately, the Chief Technology Officer & Senior VP drives the digital transformation necessary to maintain the firm's competitive advantage in the evolving financial landscape.
Jasbir Kochar - Chief Human Resources Officer
Jasbir Kochar, the Chief Human Resources Officer at Nuvama Group, architects the talent acquisition and organizational development strategies that support the firm's human capital. Overseeing the recruitment of top-tier financial professionals, the Chief Human Resources Officer ensures that the workforce possesses the expertise required to manage complex wealth portfolios. This leadership role involves designing performance management systems that align employee contributions with the firm's mission. By fostering a high-performance culture, Jasbir Kochar directly impacts the quality of service provided to HNWIs and corporate clients. The Chief Human Resources Officer also collaborates with the executive team to implement leadership development programs that prepare the firm for future growth. Through the cultivation of a diverse and skilled team, Kochar strengthens the organizational foundation. Ultimately, the Chief Human Resources Officer drives the human capital strategy that enables the firm to maintain its legacy of excellence in the financial services sector.
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