With more than 18 years of experience in Financial Services across Wealth Management and Private Banking, Arpita has been part of the core team that set up Centrum Wealth Management
As an Executive Director on the company’s board, she has helped to steer the firm from the venture to growth stage in the very competitive wealth management space.
She is also on the board of various group companies of Centrum – Centrum Wealth Management Ltd (India), Centrum Investment Advisors Ltd (India).
She heads Centrum’s Family Office Business that provides a comprehensive one-stop investment management, wealth planning, administration and structuring, tax and legal advisory, corporate solutions, philanthropy and CSR opportunities. She heads the Structured and Alternate products business line, an area where the firm has established solid credentials and where the business has grown manifold in the firm’s short existence. She also runs the offshore businesses for Centrum Wealth with offices in Singapore.
Prior to Centrum, she was the Head of Premier Banking at HSBC and was responsible for managing one of the largest affluent banking propositions in the country. She left HSBC to be part of the founder team of Centrum Wealth Management Limited. She was rated among the top 3% of employees globally with an EDC (Executive Development Centre) Ranking of 1 in 2010 and identified as a part of the Country Talent Pool for HSBC in India.
An Electrical Engineer and MBA, Finance, from Faculty of Management Studies (FMS), Delhi, she also holds STEP Professional Postgraduate Diploma in Private Wealth Advising which focuses on cross boarder succession, international taxation and family business advising.
She takes active interest in estate and succession planning and is a member of the Indian chapter of STEP, an international body of trust and estate planning professionals and the International Tax Planning Associates (ITPA)
She won India's Top 100 "Women in Finance" - 2019 award presented by AIWMI and Women Super Achiever Award – In the field of Finance by the World Women Leadership Congress in Feb 2017. Arpita is appreciated by the Business Sight Magazine as one of the “BS the 10 Successful Business Women to Watch In 2019 for her contribution in Indian Business “.
Arpita is a regular speaker in wealth management, family office and alternative product forums and seminars.