Mr. Romit Barat
Advisor to the Board | Investment Evangelist | Regulatory Consultant
Experience
With over two decades of experience in portfolio management, alternate investments, and financial education, Romit Barat is a trusted Advisor to the Board for organizations such as AAFM® India and Piper Serica Advisors. As an Approved Trainer with APMI, he has trained 17,000+ financial professionals, specializing in regulatory compliance and certifications.
With over two decades of experience in portfolio management, alternate investments, and financial education, Romit Barat is a trusted Advisor to the Board for organizations such as AAFM® India and Piper Serica Advisors. As an Approved Trainer with APMI, he has trained 17,000+ financial professionals, specializing in regulatory compliance and certifications.
Key Roles
- Visiting Faculty: Narsee Monjee College of Commerce and Economics
- Non-Executive Director: AAFM® India
- Vice President & Sales Head: Narnolia
- Zonal Head: Motilal Oswal AMC
- Cluster Head: ICICI Prudential AMC
Core Expertise
- Strategic advisory in portfolio and asset management
- Wealth creation and SaaS platform implementation
- Regulatory compliance (NISM XXI-A, AIF, Cross-border Investments)
- Training and financial professional development
Education
- MBA, Business Administration and Management Indian Institute of Social Welfare and Business Management
- Postgraduate Degree, Management Information Systems Institute of Management Technology, Ghaziabad
Vision
- A passionate educator and guest lecturer at premier MBA institutions, Romit is recognized for his contributions to financial literacy and professional excellence within the BFSI industry.
Contact Me
- Working Time
- Monday - Friday : 8.00 - 10.00
- Saturday : 8.00 - 10.00
- Sunday : 8.00 - 10.00
- General Information
- Los Angeles, USA, Los Angeles, USA Los Angeles, USA
- (+01) 123 456 7890
- [email protected]