Ionic Wealth
Anuj Goenka is a seasoned financial professional currently serving as a Founding Member at Angel One Wealth since February 2024. Anuj has built an extensive career in the financial services sector, holding various roles at Kotak Private Banking and Kotak Wealth Management, including Associate Director and Associate Vice President. Earlier experience includes a tenure as Priority Relationship Manager at Kotak Mahindra Bank. Anuj began the professional journey with a summer internship at MCX India, focusing on risk management for corporates. Anuj holds an Executive Training Programme in Wealth Management and Valuation from the Indian Institute of Management Ahmedabad, an MBA in Finance from the Institute of Management, Nirma University, and a B.Com (Honours) in Accounting and Finance from Umeschandra College, Kolkata.
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Ionic Wealth
Ionic Wealth aims to be a tech-led wealth management platform that helps India’s emerging and ultra HNIs make informed decisions and invest seamlessly. Based on analytics, data and tech, the platform will enhance the productivity of investment specialists to provide client-first solutions and manage their wealth better. The investment ecosystem is witnessing two phenomenon – emergence of new HNIs and growing digital adoption. Ionic aims to be at the forefront of this movement through an omnichannel platform, leaving the choice of engagement to the customer.