Hardik Panchal has been a seasoned and insightful financial services leader with over 23 years of rich and diverse experience across the BFSI spectrum, including International Banking, Retail and Corporate Banking, Wealth and Asset Management, Investment Banking, Offshore Investments, Family Office Management, and Platform Solutions. Recognized for strategic thinking, client-centric approach, and the ability to build bespoke investment and risk management strategies for a global clientele.

He has had a proven track record of successfully managing relationships with HNIs and Ultra-HNIs. He also has a rich experience in working with corporates spanning banking, payments, insurance, capital markets, real estate, and wealth management. He specializes in crafting personalized financial and investment solutions aimed at optimizing portfolios, mitigating risk, enhancing efficiency, and ensuring financial security for clients and their families.

His tenure at Axis Bank has been instrumental in shaping his professional journey. From spearheading International Banking and Transaction Banking (SME, Business Banking, and Treasury) to serving as the Chief Representative in the UAE, he has consistently demonstrated adaptability, resilience, and a deeper understanding of cross-border financial ecosystems. Learning from diverse roles and challenges has been his greatest strength.

Currently, he manages a sophisticated family office portfolio, advising across asset classes including bonds, derivative structures, direct equities, structured products, and investment banking instruments via premier financial institutions in Switzerland, the UK, and Singapore. He also oversees Private Equity investments, real estate assets, mutual funds, and fund-based investments for Ultra-HNIs from the Middle East, India, the US, UK, Africa, Australia, Canada, South East Asia and Europe.