Ionic Wealth
Parth Shah is a Private Banker with expertise in wealth management, currently employed at Ionic Wealth since December 2024. Prior to this role, Parth served as the West 1 Head for Business Banking Solutions at Kotak Private and held multiple positions at Kotak Mahindra Bank, including Area Manager for Priority Business Banking. Parth has significant experience in managing SME and HNI clients across the Mumbai region, providing comprehensive banking and wealth management solutions. Previous roles include Corporate Dealer at HDFC Bank and Risk and Market Analyst at Trafigura, showcasing a strong background in market risk analysis and trading. Parth's academic credentials include a postgraduate degree in Data Science and Business Analytics from The University of Texas at Austin, an MDP in Investment Planning and Relationship Management from the Indian Institute of Management, Lucknow, and dual degrees in MBA-Finance and B.TECH in Information Technology from SVKM's Narsee Monjee Institute of Management Studies.
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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.