JITEN PARRIKH
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Investment Advisor & Passionate Photographer
My Story
I was born to Vaishnav and Kshatriya parents in Ahmedabad, India. I earned my B.Sc ( Hon ) and later underwent my Business Management programme at Indian Institute of Management, Ahmedabad. I hold a Certification in Advanced Wealth Management from Chartered Institute for Securities & Investment, UK.
I am currently working as Vice President with DBS Private Bank, managing investment portfolios of UHNIs and family offices. At DBS, I integrated my knowledge of new international markets, investment best practices, risk management, estate planning to create stable and well-diversified client portfolios.
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My approach and skills have been time tested through bull and bear markets and have created value and generated wealth for my clients.
Key to my success is my ability to constantly update myself with the information relevant to my clients, decipher and analyse them and identify opportunities for long-term wealth creation. There is no shortcut to wealth creation, but well analysed and informed investment decisions are key to wealth creation in my belief.
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I am a passionate photographer who enjoys street & landscape photography - My Favourite Gear : Nikon D810, Holy Trinity Lens, Mavic Pro Platinum and Osmo Mobile 2.
Professional Experience
Vice President, DBS Bank Ltd ( Private Banking ), DIFC - UAE
October 2018 - Present
Executive Director, First Abu Dhabi Bank (Wealth Management), UAE
December 2007 - September 2018
Team Manager, Standard Chartered Bank, UAE
February 2006 - November 2007
Sr. Agency Manager, ICICI Prudential Life Insurance, India
January 2003 - January 2006
Regional Manager, Sumaria Holdings Inc., Tanzania
April 1999 - November 2002
Sales Manager, Dabur India Ltd, India
May 1995 - March 1999
Academics
Learning and Living
Certificate in Advanced Wealth Management
Chartered Institute for Securities & Investment, UK
Applied Financial Advice & Management
Chartered Institute for Securities & Investment
Management Program - Strategy, International Business & Management
Indian Institute of Management, Ahmedabad
Bachelor’s Degree in Science
Gujarat University
Proficiencies
Investment Management
Based on my client's risk appetite & tolerance I create portfolios that minimise the volatility and achieve their financial and life goals. Broadly i believe it is possible to achieve return of 7-8% on capital (in USD terms) for a long term investor who has appropriate asset allocation... I would be happy to discuss how I can help you...
Estate Planning & Structuring
This is a foundation block of wealth management in the current global environment. Creating vehicles that help you secure your wealth in tax efficient manner, so that you can enjoy and then pass on your legacy to your next generation is a critical component that cannot be ignored ... I would be happy to create a bespoke solution that is tailored to your needs.
"Believe you can and you're halfway there"