Ashish Trivedi

Results-driven wealth management professional with 15+ years of experience in mutual fund, PMS, and AIF distribution. Proven expertise in relationship management, channel development, and driving business growth across HNI and UHNI segments. Strong leader with a track record of revitalizing dormant networks, expanding market share, and executing high-impact sales strategies within the financial services industry.

Wealth Manager at Groww Private Wealth (Fisdom Private Wealth) (2025-09 – Present)

• Managing B2C relationships for HNI and UHNI clients, delivering customized wealth solutions
• Handling diversified products including Mutual Funds, PMS, AIFs, Insurance, Bonds, and Unlisted Securities
• Providing goal-based investment advisory and asset allocation strategies
• Driving client acquisition and AUM growth through referrals and relationship expansion
• Conducting portfolio reviews and recommending rebalancing strategies based on market conditions
• Cross-selling financial products to enhance client portfolio diversification and revenue generation

Cluster Head at Motilal Oswal Asset Management Company (2021-09 – 2025-09)

• Led multiple sales locations ensuring high standards of client service and relationship management
• Built and managed relationships with MFDs, national distributors, banks, and direct clients
• Implemented strategic sales initiatives to expand market share
• Led and mentored teams to consistently achieve business targets
• Strengthened regional presence across Central Gujarat through extensive travel and engagement

Relationship Manager at Aditya Birla Sun Life Asset Management Company (2017-09 – 2021-09)

• Managed relationships with IFA and ND channels across 300+ points of sale
• Executed marketing and sales initiatives to drive mutual fund business growth
• Revived inactive IFAs, contributing significantly to market expansion
• Acted as a key liaison between AMC and channel partners

Relationship Manager at L&T Asset Management Company (2017-03 – 2017-09)

• Developed strong relationships with IFAs, banks, and non-distributor channels
• Executed sales and marketing campaigns across 300+ locations
• Reactivated dormant partners to boost distribution network performance

Relationship Manager at ICICI Prudential Asset Management Company (2012-02 – 2017-03)

• Managed IFA and ND channel relationships across 250+ points of sale
• Delivered consistent business growth through sales initiatives and engagement activities
• Strengthened operational efficiency through effective partner coordination

Branch Manager at ICICI Prudential Asset Management Company (2010-12 – 2012-01)

• Managed multi-channel relationships including IFA, ND, and banks
• Oversaw sales and distribution across North Gujarat
• Activated inactive counters and increased regional market share

Relationship Manager at Axis Asset Management Company (2010-05 – 2010-10)

• Managed relationships across IFA, ND, and banking channels
• Drove mutual fund sales and distribution across North Gujarat
• Expanded business by activating inactive partners

PGDM – GRBS (2012)

B.Com – Gujarat University (2006)

12th – Gujarat Board (2003)

10th – Gujarat Board (2001)