|When KW started, there was this perception that bigger meant safer for lot of clients. But enough things have happened over the last 6 years where people have seen the conflicts of interest and misguidance over product recommendation. It has been inflection for KW because wealthy families realize that they actually are safer and better off with a smaller firm that’s really focused on them and their interests.
As a family office, KW Wealth addresses all multi-generational needs of the clients, in addition to investing client assets managing their trust and estate plans, tax plans, insurance needs, etc.
Today KW manages some Rs. 155 cr (as on 31st May2015) in client assets and across 40 plus families.
Our talented and educated professionals are committed to developing lasting client relationships rooted in trust, integrity, mutual respect, and exceptional service. Meet our team.
Rajan Wadhawan, Director
Rajan has been working in the investment industry since 1998. He was an Investment Consultant with Birla Sun Life Distribution and then with Standard Chartered Bank.He has spent over 7 years in Franklin Templeton Investments where he assisted bank clients with their financial planning and last served as Regional Manager – South India for them before taking the entrepreneurial plunge of creating KW Wealth Advisors.
In addition to working with individuals, Rajan has extensive experience working with entrepreneurs, business owners, corporate executives and other high net worth individuals in developing and implementing comprehensive financial plans. This includes assisting with issues such as investment strategy, retirement planning, risk management, legacy portfolios and real estate planning.
Rajan graduated with an Engineer degree and then pursued his Masters in Business Management in Finance. Rajan and his wife Shelly have one son, Krish. Rajan is a Sports and fitness freak and enjoys playing badminton in his free time.
Ashwin Karmarkar, Director
With over 15 years of experience in the financial services field, Ashwin 's expertise includes investment management and portfolio design. He works with clients to help them identify their financial goals and assists them in developing a comprehensive plan. His approach focuses first on a thorough understanding of his client's circumstances in order to provide them with a truly customized plan to achieve their goals.
Ashwin has been working as an investment advisor since the mid 1990's providing customized plans for individuals, families and companies. Ashwin is strongly committed to a high-quality, high-touch, relationship-oriented approach with his clients and develops unique solutions to their specific needs.
Ashwin is a Sardar Patel Vidyalaya alma mater and graduated from Delhi University with his B Com Honours. He then did his Post Graduate Diploma in Business management from FORE School of Management with majors in Finance and Marketing.
Ashwin and his wife Anjali have one daughter Nandita. Ashwin enjoys playing sports, travelling and spending time outdoors.