Himanshu Bhagat

Head Wealth Management

Julius Baer

Profile:

Himanshu Bhagat is Managing Partner at IIFL Wealth Management Ltd, India’s largest private wealth management firm with over US$ 11.00 bn of assets under advice, distribution and custody.

Bhagat has over fifteen years of experience in the Wealth Management industry. At IIFL Wealth Management Ltd, Mumbai-based Bhagat oversees the firm’s strategy including process improvement and technology.

Previously, Bhagat was the head of the Wealth Management business at Morgan Stanley, where he, along with his team, set up the business from scratch, building the full platform locally and integrating with the global processes and practices. He also oversaw the successful exit of the firm via a sale, towards the end of his tenure.

Prior to that, Bhagat had a successful 8 + years stint at Merrill Lynch, a majority of which was spent in its US Head Office at Princeton. He was part of the strategy and business practice group and involved in projects considered state-of-the-art in the industry even today.

Bhagat is an MBA from Boston College as well as a qualified Chartered Accountant. On a personal note, Bhagat is married to a graphic designer and has a lovely 7-year-old daughter.

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The latest articles from Himanshu Bhagat

India

Wealth Management in India: New Opportunities & Challenges Himanshu Bhagat, Senior Managing Partner and Head of Strategy of IIFL Investment Managers, has been helping to build the firm’s strategy proposition and shared some vital insights on the wealth management industry and on IIFL Wealth’s success and strategy at the Hubbis India Wealth Management Forum....

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India

Wealth Management in India: New Opportunities & Challenges Himanshu Bhagat, Senior Managing Partner and Head of Strategy of IIFL Investment Managers, has been helping to build the firm’s strategy proposition and shared some vital insights on the wealth management industry and on IIFL Wealth’s success and strategy at the Hubbis India Wealth Management Forum....