Top

Profile

Arpita Vinay
Whole Time Director, ED - Family Office and New Initiatives
Centrum Wealth Management

With more than 15 years of experience in Financial Services across Wealth Management and Private Banking, Arpita has been part of the core team that set up Centrum Wealth Management. As a Whole Time Director on the company’s board, she has helped to steer the firm from the venture to growth stage in the very competitive wealth management space. She heads Centrum’s Family Office that provides a comprehensive one-stop solution for wealthy families. The proposition encompasses investment management, wealth planning, administration and structuring, tax and legal advisory, corporate solutions, philanthropy and CSR opportunities. She also runs the structured and alternate products business line, an area where the firm has established solid credentials and where the business has grown manifold in the firm’s short existence. She also looks after the offshore wealth product proposition along where she is leading the firm’s initiative to set up business in Singapore and Dubai. Prior to Centrum, she was the Head of Premier Banking at HSBC and was responsible for managing one of the largest affluent banking propositions in the country. She left HSBC to be part of the founder team of Centrum Wealth Management Limited. An Electrical Engineer and MBA, Finance, from Faculty of Management Studies (FMS), Delhi, she also holds STEP Professional Postgraduate Diploma in Private Wealth Advising which focuses on cross boarder succession, international taxation and family business advising. She takes active interest in estate and succession planning and is a member of the Indian chapter of STEP, an international body of trust and estate planning professionals and the International Tax Planning Associates (ITPA). Arpita is a regular and sought-after speaker in wealth management, family office and alternative product forums and seminars.