Blended Post Graduate Programme in Management (BPGP)




Kushal Sarawgi

With experience in three areas of investment—wealth management, asset management, and private lending—this professional has worked as an operator within these companies, contributing to relatively small but expanding teams. This exposure has provided the opportunity to engage with various departments across employers. In most settings, this professional has also been among the youngest member in the room. Recently, a role was taken on as the second-generation entrepreneur in a family business specializing in wealth management, which has a history of over twenty years, primarily serving North East India. Personal interests are centered around Business, Investments, and Leadership.

Education
  • Bachelor's of Business Administration, SVKM's NMIMS University 
  • NISM-Series-V-A: Mutual Fund Distributors Certification Examination
  • NISM-Series-V-B: Mutual Fund Foundation Certification Examination 
  • NISM-Series-V-C: Mutual Fund Distributors (Level 2) Certification Examination 
  • NISM-Series-X-A: Investment Adviser (Level 1) Certification Examination 
  • NISM Series X-B: Investment Adviser (Level 2) Certification Examination
  • NISM-Series-VII: Securities Operations and Risk Management Certification Examination 
  • NISM-Series-XVII: Retirement Adviser Certification Examination
Work Experience
Internships - - Roopa Venkatkrishnan (Apr 2018 till Jun 2018) - Worked with one of India's largest independent mutual fund distributors to understand investors better. - Abakkus Asset Managers LLP (May 2019 to Jul 2019) - Entrepreneurial venture of star fund manager Sunil Singhania, Ex-CIO Equities Global, Reliance Capital. As part of the small team we setup and launched the second AIF Fund. - AU Small Finance Bank (Feb 2020 to Aug 2020) - Part of the HQ team, responsible to setup the wealth management division nationally. - Edelweiss Mutual Fund (Aug 2024 to Oct 2024) - Worked closely with the leadership team of the company to understand various processes. Full Time - - Klub (Oct 2020 to Nov 2023) - Used to raise and deploy private credit to digital brands, primarily between seed to Series B. Was among the founding team members. - Sarawgi Finserves (Dec 2023 till date) - Have joined the family business primarily in the wealth management space, as a second generation entrepreneur.
Nature of Work
Experience has been spread across the industries of Wealth Management, Asset Management, and Lending. Within these industries, the focus has been on working in the Business Development, Operations, Risk, and Compliance teams. On the business development side, efforts have been directed towards raising capital and identifying opportunities to invest capital. For managing operations and compliance, work has involved collaboration with multiple regulators such as SEBI, RBI, IRDAI, and MCA. Within the risk vertical, responsibilities have included managing both financial and non-financial risk.

Profile

  • Batch Year:2024-26
  • Experience: 4 Year
  • Industry: Banking, Financial services and Insurance
  • Organisation: Sarawgi Finserves
  • Email: bpgp24kushal@iima.ac.in
  • Phone: XXX-XXX-4820
  • Social connect: LinkedIn | CV