- September 18, 2026
- Posted by: vidhi@india.cfasociety.org
- Category:
Ashwin Patni is a seasoned specialist in Wealth and Asset Management with over 23 years of experience in the capital markets, both domestic and international. He brings a wealth of expertise in Fund Management, Investment Process, Product Management, Product Structuring, Business Strategy, and Development.Throughout his career, Ashwin has successfully navigated various aspects of Asset Management, leading initiatives across multiple asset classes including listed equity, debt, structured credit, private equity, and real estate. His leadership has spanned strategy formulation and execution, business planning, and launching new business verticals within asset management companies, such as offshore partnerships, PMS, AIF, pension funds, and Gift City initiatives.Before joining Julius Baer, Ashwin was associated with Axis Asset Management Company, IDFC Asset Management Company and Standard Chartered Bank.He holds a Post Graduate degree from IIM Calcutta, a Bachelor of Engineering (B.E.) in Metallurgy, and a Chartered Financial Analyst (CFA) certification from the USA.