Vikas Khaitan
Director, Corporate Insurance
Experience: 20+ Years
Proficiency: Corporate Treasury, Wealth Management, General Insurance
Accreditations: AMFI & SEBI certified
Vikas is a finance professional with diverse experience across multiple domains. His expertise lies in handling large treasury mandates, devising investment strategies for family offices, and providing strategic advice to large corporates on their insurance portfolios.
Serving as an advisor to over 40 family offices in India, Vikas manages assets under advisory exceeding USD 1 Billion. Having witnessed various market cycles, his seasoned insights and strategic acumen position him as a reliable source of guidance. His ability to navigate through dynamic market conditions reflects his resilience and adaptability.
He specialises in crafting bespoke investment strategies, guiding family offices towards optimal investment decisions, and aligning with their unique financial goals. He brings a wealth of experience in efficiently handling significant investment mandates, showcasing a keen understanding of risk management and financial stewardship.
Vikas holds an MBA degree with a specialisation in Finance and Marketing. His strong academic foundation has been a driving force behind his success, enabling him to excel in collaboration with leading corporations and ultra-high-net-worth individuals (UHNIs).
His proficiency in various domains led him to come out of the corporate world in 2017 and co-found Upwisery Private Wealth & Upwisery Insurance Brokers.
Proficiency: Corporate Treasury, Wealth Management, General Insurance
Accreditations: AMFI & SEBI certified
Vikas is a finance professional with diverse experience across multiple domains. His expertise lies in handling large treasury mandates, devising investment strategies for family offices, and providing strategic advice to large corporates on their insurance portfolios.
Serving as an advisor to over 40 family offices in India, Vikas manages assets under advisory exceeding USD 1 Billion. Having witnessed various market cycles, his seasoned insights and strategic acumen position him as a reliable source of guidance. His ability to navigate through dynamic market conditions reflects his resilience and adaptability.
He specialises in crafting bespoke investment strategies, guiding family offices towards optimal investment decisions, and aligning with their unique financial goals. He brings a wealth of experience in efficiently handling significant investment mandates, showcasing a keen understanding of risk management and financial stewardship.
Vikas holds an MBA degree with a specialisation in Finance and Marketing. His strong academic foundation has been a driving force behind his success, enabling him to excel in collaboration with leading corporations and ultra-high-net-worth individuals (UHNIs).
His proficiency in various domains led him to come out of the corporate world in 2017 and co-found Upwisery Private Wealth & Upwisery Insurance Brokers.
Vikas Khaitan
Director, Corporate Insurance
Experience: 20+ Years
Proficiency: Corporate Treasury, Wealth Management, General Insurance
Accreditations: AMFI & SEBI certified
Vikas is a finance professional with diverse experience across multiple domains. His expertise lies in handling large treasury mandates, devising investment strategies for family offices, and providing strategic advice to large corporates on their insurance portfolios.
Serving as an advisor to over 40 family offices in India, Vikas manages assets under advisory exceeding USD 1 Billion. Having witnessed various market cycles, his seasoned insights and strategic acumen position him as a reliable source of guidance. His ability to navigate through dynamic market conditions reflects his resilience and adaptability.
He specialises in crafting bespoke investment strategies, guiding family offices towards optimal investment decisions, and aligning with their unique financial goals. He brings a wealth of experience in efficiently handling significant investment mandates, showcasing a keen understanding of risk management and financial stewardship.
Vikas holds an MBA degree with a specialisation in Finance and Marketing. His strong academic foundation has been a driving force behind his success, enabling him to excel in collaboration with leading corporations and ultra-high-net-worth individuals (UHNIs).
His proficiency in various domains led him to come out of the corporate world in 2017 and co-found Upwisery Private Wealth & Upwisery Insurance Brokers.
Proficiency: Corporate Treasury, Wealth Management, General Insurance
Accreditations: AMFI & SEBI certified
Vikas is a finance professional with diverse experience across multiple domains. His expertise lies in handling large treasury mandates, devising investment strategies for family offices, and providing strategic advice to large corporates on their insurance portfolios.
Serving as an advisor to over 40 family offices in India, Vikas manages assets under advisory exceeding USD 1 Billion. Having witnessed various market cycles, his seasoned insights and strategic acumen position him as a reliable source of guidance. His ability to navigate through dynamic market conditions reflects his resilience and adaptability.
He specialises in crafting bespoke investment strategies, guiding family offices towards optimal investment decisions, and aligning with their unique financial goals. He brings a wealth of experience in efficiently handling significant investment mandates, showcasing a keen understanding of risk management and financial stewardship.
Vikas holds an MBA degree with a specialisation in Finance and Marketing. His strong academic foundation has been a driving force behind his success, enabling him to excel in collaboration with leading corporations and ultra-high-net-worth individuals (UHNIs).
His proficiency in various domains led him to come out of the corporate world in 2017 and co-found Upwisery Private Wealth & Upwisery Insurance Brokers.
Somaraju Srinivasa Rao
Director, Corporate Insurance
Experience: 33+ Years
Proficiency: General Insurance, Underwriting, Claims Handling & Management
Accreditations: Licentiate & Associate from Insurance Institute of India (III)
Srinivas is a domain expert in the field of General Insurance with over 33 years of experience.
He started his career in New India Assurance during the era of only 4 dominant Insurance players and made a mark with the Pharmaceutical Giants (like DRL, Divis Labs, Hetero Group, Mylan etc.) as an able underwriter, alongside other major PSUs like ECIL, HAL etc.
With a hands-on experience of over 10 years in the PSU segment of Insurance, Srinivas substantiated his mettle in Reliance for over a year and TATA AIG for over 14 years before switching hats to the broking segment. As Zonal Head (South) in TATA AIG, Srinivas has captured some of the big manufacturers alongside the Pharma industry like the Lanco Group, GVK Industries, Visakha Industries, Spectrum Power etc.
Srinivas brings rich expertise in the fields of Marine Insurance (both Hull & Cargo), Industrial all risk insurance, Project Insurance, and specialty lines of business.
Today, in the broking arena, Srinivas is spearheading his experience to expand the business into other realms of the market. His claims handling and risk management techniques have earned him laurels across the board.
Proficiency: General Insurance, Underwriting, Claims Handling & Management
Accreditations: Licentiate & Associate from Insurance Institute of India (III)
Srinivas is a domain expert in the field of General Insurance with over 33 years of experience.
He started his career in New India Assurance during the era of only 4 dominant Insurance players and made a mark with the Pharmaceutical Giants (like DRL, Divis Labs, Hetero Group, Mylan etc.) as an able underwriter, alongside other major PSUs like ECIL, HAL etc.
With a hands-on experience of over 10 years in the PSU segment of Insurance, Srinivas substantiated his mettle in Reliance for over a year and TATA AIG for over 14 years before switching hats to the broking segment. As Zonal Head (South) in TATA AIG, Srinivas has captured some of the big manufacturers alongside the Pharma industry like the Lanco Group, GVK Industries, Visakha Industries, Spectrum Power etc.
Srinivas brings rich expertise in the fields of Marine Insurance (both Hull & Cargo), Industrial all risk insurance, Project Insurance, and specialty lines of business.
Today, in the broking arena, Srinivas is spearheading his experience to expand the business into other realms of the market. His claims handling and risk management techniques have earned him laurels across the board.
Suneetha Patnaik
Principal Officer, Corporate Insurance
Experience: 24+ Years
Proficiency: Wealth Advisory, Trust & Succession Planning, Corporate Insurance
With over two decades of expertise in banking, wealth management, and life insurance, Suneetha excels in financial planning for both corporate and individual clients.
Her proficiency extends to managing relationships with Mutual funds, PMS, AIF, and other product manufacturers, showcasing an adept understanding of financial products and risk-return profiles.
With a background as the Associate Vice President at Motilal Oswal Private Wealth, Suneetha has successfully managed relationships with HNI clients and conducted comprehensive analysis across various financial instruments. Her extensive career also includes roles at ICICI Securities Ltd, Standard Chartered Bank, and prominent life insurance companies, demonstrating her adeptness in premium banking, client acquisition, and branch management.
Suneetha's professional achievements include a Post Graduate Diploma in Systems Management from NIIT Hyderabad, a Rotational Development Program from IIM Ahmedabad, and specialized training in Key Account Management & Selling Skills. Her educational background encompasses an MBA in Marketing and an LLB from Osmania University.
Proficiency: Wealth Advisory, Trust & Succession Planning, Corporate Insurance
With over two decades of expertise in banking, wealth management, and life insurance, Suneetha excels in financial planning for both corporate and individual clients.
Her proficiency extends to managing relationships with Mutual funds, PMS, AIF, and other product manufacturers, showcasing an adept understanding of financial products and risk-return profiles.
With a background as the Associate Vice President at Motilal Oswal Private Wealth, Suneetha has successfully managed relationships with HNI clients and conducted comprehensive analysis across various financial instruments. Her extensive career also includes roles at ICICI Securities Ltd, Standard Chartered Bank, and prominent life insurance companies, demonstrating her adeptness in premium banking, client acquisition, and branch management.
Suneetha's professional achievements include a Post Graduate Diploma in Systems Management from NIIT Hyderabad, a Rotational Development Program from IIM Ahmedabad, and specialized training in Key Account Management & Selling Skills. Her educational background encompasses an MBA in Marketing and an LLB from Osmania University.
Somaraju Srinivasa Rao
Director, Corporate Insurance
Experience: 33+ Years
Proficiency: General Insurance, Underwriting, Claims Handling & Management
Accreditations: Licentiate & Associate from Insurance Institute of India (III)
Srinivas is a domain expert in the field of General Insurance with over 33 years of experience.
He started his career in New India Assurance during the era of only 4 dominant Insurance players and made a mark with the Pharmaceutical Giants (like DRL, Divis Labs, Hetero Group, Mylan etc.) as an able underwriter, alongside other major PSUs like ECIL, HAL etc.
With a hands-on experience of over 10 years in the PSU segment of Insurance, Srinivas substantiated his mettle in Reliance for over a year and TATA AIG for over 14 years before switching hats to the broking segment. As Zonal Head (South) in TATA AIG, Srinivas has captured some of the big manufacturers alongside the Pharma industry like the Lanco Group, GVK Industries, Visakha Industries, Spectrum Power etc.
Srinivas brings rich expertise in the fields of Marine Insurance (both Hull & Cargo), Industrial all risk insurance, Project Insurance, and specialty lines of business.
Today, in the broking arena, Srinivas is spearheading his experience to expand the business into other realms of the market. His claims handling and risk management techniques have earned him laurels across the board.
Proficiency: General Insurance, Underwriting, Claims Handling & Management
Accreditations: Licentiate & Associate from Insurance Institute of India (III)
Srinivas is a domain expert in the field of General Insurance with over 33 years of experience.
He started his career in New India Assurance during the era of only 4 dominant Insurance players and made a mark with the Pharmaceutical Giants (like DRL, Divis Labs, Hetero Group, Mylan etc.) as an able underwriter, alongside other major PSUs like ECIL, HAL etc.
With a hands-on experience of over 10 years in the PSU segment of Insurance, Srinivas substantiated his mettle in Reliance for over a year and TATA AIG for over 14 years before switching hats to the broking segment. As Zonal Head (South) in TATA AIG, Srinivas has captured some of the big manufacturers alongside the Pharma industry like the Lanco Group, GVK Industries, Visakha Industries, Spectrum Power etc.
Srinivas brings rich expertise in the fields of Marine Insurance (both Hull & Cargo), Industrial all risk insurance, Project Insurance, and specialty lines of business.
Today, in the broking arena, Srinivas is spearheading his experience to expand the business into other realms of the market. His claims handling and risk management techniques have earned him laurels across the board.
Suneetha Patnaik
Principal Officer, Corporate Insurance
Experience: 24+ Years
Proficiency: Wealth Advisory, Trust & Succession Planning, Corporate Insurance
With over two decades of expertise in banking, wealth management, and life insurance, Suneetha excels in financial planning for both corporate and individual clients.
Her proficiency extends to managing relationships with Mutual funds, PMS, AIF, and other product manufacturers, showcasing an adept understanding of financial products and risk-return profiles.
With a background as the Associate Vice President at Motilal Oswal Private Wealth, Suneetha has successfully managed relationships with HNI clients and conducted comprehensive analysis across various financial instruments. Her extensive career also includes roles at ICICI Securities Ltd, Standard Chartered Bank, and prominent life insurance companies, demonstrating her adeptness in premium banking, client acquisition, and branch management.
Suneetha's professional achievements include a Post Graduate Diploma in Systems Management from NIIT Hyderabad, a Rotational Development Program from IIM Ahmedabad, and specialized training in Key Account Management & Selling Skills. Her educational background encompasses an MBA in Marketing and an LLB from Osmania University.
Proficiency: Wealth Advisory, Trust & Succession Planning, Corporate Insurance
With over two decades of expertise in banking, wealth management, and life insurance, Suneetha excels in financial planning for both corporate and individual clients.
Her proficiency extends to managing relationships with Mutual funds, PMS, AIF, and other product manufacturers, showcasing an adept understanding of financial products and risk-return profiles.
With a background as the Associate Vice President at Motilal Oswal Private Wealth, Suneetha has successfully managed relationships with HNI clients and conducted comprehensive analysis across various financial instruments. Her extensive career also includes roles at ICICI Securities Ltd, Standard Chartered Bank, and prominent life insurance companies, demonstrating her adeptness in premium banking, client acquisition, and branch management.
Suneetha's professional achievements include a Post Graduate Diploma in Systems Management from NIIT Hyderabad, a Rotational Development Program from IIM Ahmedabad, and specialized training in Key Account Management & Selling Skills. Her educational background encompasses an MBA in Marketing and an LLB from Osmania University.
