Ashvini Chopra(TEP) is an Executive Director at Avendus Wealth Management Private Ltd. Prior to joining Avendus he was Senior Vice President at Bennet Coleman (Times Group) where he was the head of the Family Office and took care of Succession Planning, Tax Planning, Wealth Management, Lifestyle Management, Entity management (for investment companies & Charity Trusts) and advising on Board constitution. Simultaneously with being the Head Family Office at Times Group, he also worked with other families on their Succession and Estate Planning issues and assisted with Family Constitutions, formation of trusts and Wills, a field in which he has worked with with over 220 large and small families, successfully completing quite a few complex and conflictual Succession Planning assignments. Prior to joining Times Group, he was the Founder MD and CEO of Universal Trustees Private Limited (UTPL), a company co-promoted by Dileep Choksi and Pradip Shah with ICICI Group as an investor. At UTPL he was responsible for completely setting up the company from scratch and taking it to cash break-even. Ashvini has over 27 years of experience of which 10 years have been as an Estate & Succession Planning Professional. Prior to this he has worked in International Private Banking, Mutual Funds and Capital Markets. He has held senior leadership positions in Private Banking business of ICICI Bank in the USA and UK. He plays an active role in setting up the procedures and systems that in turn help the organisation to hold steady initially and reaps the dividends later reaching new heights. At Universal Trustees, he made it his mission to make it the first system-based trustee company in India and to that end contracted with a global software company to Indianize their existing software for use by UTPL. Ashvini is a LLM (Pro) from National Law University, Delhi, Diploma Holder in Trust & Estate Practice from STEP UK, an MBA in marketing and a commerce graduate. He is also a member of Family Firms Institute, Inc. USA (FFI) and Family office Exchange. He regularly contributes articles to the STEP Journal and The Practitioner by FFI. He has been a part of jury the ET Family Business Awards for the 2018 and 2019 editions and is a regular speaker at Family Business Program at SPJIMR. He has also been a guest speaker at IIM, Ahmedabad. He specialises in Estate and Succession Planning. His educational background, coupled with his experience as a manager, a private banker, a trustee, and the head of a large family office is in a unique position to combine elements of management, law, and tax in offering Estate and Succession Planning solutions to his clients. He loves meeting people and visiting new cities. A keen reader, he loves reading various genres of books with his favourite authors being Ayn Rand and Isaac Asimov.
The latest articles from Ashvini Chopra
Ashvini Chopra of Avendus Wealth Management on Building a Fit-for-Purpose Multi-Family Office Services Platform Avendus Wealth Management is the private banking arm of Avendus Group, a prominent and diversified financial services group in India, founded more than two decades ago, and since 2015 with US-based private equity giant KKR and another private equity firm as core shareholders. Avendus Wealth has sinc....