About Us

Vintage Finvest Pvt Ltd. is a boutique financial services firm. We serve the financial needs of multi-generational families, business owners, endowments, retirees, and individuals. Our holistic approach enables us to create an investment strategy aligned with your unique goals. We embrace solutions leveraging the latest in technology as well as a more traditional investment experience.We also provide treasury management and financial counselling services to NGOs, charitable institutions, start-ups, SMEs, individuals, families, and organizations. We build with you, and empower you to build beyond finance to a more fulfilling life.

Our Services

Vintage Finvest offers a wide range of financial products & services.

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Portfolio Analysis & Investment Planning

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Personal Tax Planning & Liability Planning

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Estate Planning
 

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Multi-Generational Wealth Management

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Treasury Management
 

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Philanthropy and Charitable Planning

Team

Ashwin Karmarkar

Ashwin Karmarkar

Ashwin is a veteran of the mutual fund industry. He is an alumnus of Delhi University and FORE School of Management. Ashwin started his career in 1995 when the mutual fund industry in India was just two years old. Even back then, Ashwin believed in a transparent approach and sterling service. He quickly acquired clients, most of whom still work with him.
Ashwin clients are high net worth and ultra-high net worth individuals, senior bureaucrats, business families, and CXO level executives.
His clients also include young achievers from India’s premier institutes like IITs and IIMs. Ashwin likes to work closely with his clients. He helps them identify their financial goals and assists them in developing a comprehensive financial plan. He also has a strong commitment towards a high-touch and relationship-oriented approach.
His grasp of financial markets and his philosophy of keeping clients’ interest above everything else has moved his practice from strength to strength over six major financial crises.
When not working with clients, Ashwin studies the global financial markets and macroeconomic trends. Outside of work, he likes to travel with his wife, Anjali. The couple has a lovely daughter, Nandita. Ashwin also enjoys sports, road trips, and spending time outdoors.

Vineet Bhasin

Vineet Bhasin

Vineet is a seasoned professional with over twenty-five years of experience in banking and financial services. He started his career with ANZ Grindlays Bank (later Standard Chartered Bank) in 1992. He then went on to join ICICI Prudential Asset Management Company, where he discovered his passion for capital markets and Mutual Fund distribution. In his last assignment, he was heading the Investment Services for North with RBL bank, where he had set up the vertical from scratch. His previous experience with RBS as Investment Services Head helped him succeed and excel in this role.
In a career spanning over twenty-five years, Vineet has been instrumental in advising high net-worth, ultra high net-worth individuals as well as clients in designing their investment portfolio. As Head of Investment Services, Vineet was responsible for creating awareness and training his team on various investment products. He and his team were responsible for managing the investment portfolio of clients from around 50 branches of the Bank. Vineet is passionate about keeping his clients' interest above everything else. As a business leader, he nurtured many young bankers and is cited by his colleagues as someone who leads from the front. Vineet is a graduate of the University of Delhi. He has done his MBA in Marketing from Amity University.
Outside of work, Vineet likes to cook, travel, and play with his dog. He is a fitness aficionado and hits the gym daily before starting work. Wife Manisha and kids Arushi, Ashutosh, and Simba complete his family.

Rajan Wadhawan

Rajan has more than two decades of experience in the financial services industry. Rajan started his career in 1998 as a financial consultant with Birla Sun Life Distribution Company. He then worked with Standard Chartered Bank. There he managed high net worth and ultra-high net worth clients. During these stints, Rajan navigated his clients through the early days of mutual funds investing and the fallout of the dot-com crash.
After working on the distribution side of the business, Rajan joined Franklin Templeton Investments. He worked there for seven years, last serving as the Regional Manager for South India.
Rajan took the entrepreneurial plunge in 2009. He left Franklin Templeton Investments to start this boutique investment firm. During his second stint as a financial advisor, Rajan advised his clients during the global financial meltdown.
Rajan has extensive experience of working with high net worth and ultra-high net worth individuals & families. His clients include business families, senior corporate executives, business owners, and corporates. His areas of expertise are developing and implementing comprehensive investment plans, investment strategy, retirement planning, risk management, real estate planning, and legacy portfolios.
When not managing his clients’ money, Rajan likes to spend time with his wife Shelly, and their son Krish. Rajan is a fitness freak and enjoys playing racquet sports.

1098

Clients

30

Fund Houses

12

Products & Services

Our Mission

At Vintage Finvest, we put the client first. Our team, with a collective financial services experience of over 100 man years, is committed to developing lasting client relationships rooted in trust, integrity, mutual respect, and exceptional service.

Testmonials