Akshay Tiwari in

Akshay Tiwari

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Vice President at Kotak Investment Advisors Ltd
📍 Mumbai, Maharashtra, India

Akshay Tiwari is a Vice President at Kotak Investment Advisors, specializing in advising corporate treasuries, family offices, and UHNIs with AUA over $1 billion. An XLRI MBA graduate and recognized as an Economic Times Young Leader, colleagues describe him as intelligent, hard-working, and an outstanding professional.

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Experience
10 Years
Current Role
Vice President
Job Level
Senior
Location
Mumbai, Maharashtra, India
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Akshay cares about

Wealth Tech Platforms
He is currently building a tech-enabled advisory platform at Kotak and previously built wealth-tech products at ICICIdirect, showing a focus on financial technology innovation.
Investment Advisory
His core role involves providing investment advice to high-net-worth individuals, family offices, and corporate treasuries, a central theme throughout his career.
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Career

Work history

1-2023
Vice President
Kotak Investment Advisors Ltd
11-2021 - 1-2023
Product Lead - Fixed Income & Equity Baskets
ICICIdirect
12-2020 - 11-2021
Head of Institutional Business
Purnartha Investment Advisers Pvt. Ltd.
5-2019 - 12-2020
Head - Products, Private Client Group
Kotak Securities
3-2018 - 4-2019
AVP, Product Manager, Private Client Group
Kotak Securities
In the press

Media appearances

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Education
2013 - 2015
Master of Business Administration (MBA)
XLRI Jamshedpur
2009 - 2013
Bachelor of Technology (B.Tech.)
National Institute of Technology, Bhopal
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

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