shiv anand
@shiv-anand
Capital Advisory & Strategic Partnerships
Profile links
Experience
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Associate Partner (Advisory/Strategic Engagement)
Valtrust is a bespoke, multi-family office, offering investment advisory and financial solutions to families and individuals in order to grow and preserve their wealth, and ensure inter-generational wealth transfer. Wealth is a sensitive matter, inheritance even more so. There are so many complexities involved in family wealth that you need…
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Institutional partnerships & Strategic Initiatives
• Built and scaled B2B institutional partnerships. • Led process architecture initiatives to streamline partner-integrated customer journeys, reducing manual dependency and improving turnaround efficiency contributing to ~30% revenue growth. • Contributed to scaling digital channel throughput from ₹3Cr to ₹5Cr run-rate through workflow design, partner integration, and cross-functional coordination. •…
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