Ionic Wealth 任命財富管理部門新任執行長

Ionic Wealth appoints new CEO for wealth management division

ㄧㄣˋㄉㄨˋㄉㄜㄘㄞˊㄈㄨˋㄎㄜㄐㄧˋㄌㄧㄥˇㄩˋㄓㄥˋㄐㄧㄥㄌㄧˋㄓㄨㄥˋㄉㄚˋㄓㄨㄢˇㄒㄧㄥˊㄊㄜˋㄓㄥㄕˋㄒㄧㄤˋㄏㄨㄣˋㄏㄜˊㄕˋㄍㄠㄉㄨˋㄖㄣˊㄐㄧˋㄏㄨˋㄉㄨㄥˋㄇㄛˊㄕˋㄉㄜㄓㄨㄢˇㄅㄧㄢˋ

The Indian wealth-tech landscape is undergoing a significant transformation, marked by a shift toward hybrid, high-touch models.

location印度

Angel One ㄑㄧˊㄒㄧㄚˋㄗˇㄍㄨㄥ Ionic Wealth ㄨㄟˋㄘˇㄇㄞˋㄔㄨㄌㄜ˙ㄓㄨㄥˋㄧㄠˋㄅㄨˋㄆㄧㄣˋㄑㄧㄥˇ Rohit Suri ㄉㄢㄖㄣˋㄑㄧˊㄔㄠㄍㄠㄐㄧㄥˋㄓˊㄍㄜˋㄖㄣˊ (UHNI) ㄅㄨˋㄇㄣˊㄉㄜㄕㄡˇㄒㄧˊㄓˊㄒㄧㄥˊㄓㄤˇ

Ionic Wealth, a subsidiary of Angel One, has taken a major step in this direction by appointing Rohit Suri as the CEO of its Ultra-High-Net-Worth Individual (UHNI) division.

orgAngel One
orgIonic Wealth
personRohit Suri

Suri ㄗㄞˋ Avendus Wealth Management ㄉㄥˇㄍㄨㄥㄩㄥˇㄧㄡˇㄔㄠㄍㄨㄛˋㄦˋㄕˊㄋㄧㄢˊㄉㄜㄐㄧㄥㄧㄢˋㄑㄧˊㄖㄣˋㄨˋㄕˋㄌㄧㄥˇㄉㄠˇㄍㄨㄥㄗㄞˋㄐㄧㄚㄗㄨˊㄅㄢˋㄍㄨㄥㄕˋㄈㄨˊㄨˋㄩˇㄑㄩㄢˊㄑㄧㄡˊㄊㄡˊㄈㄤㄇㄧㄢˋㄉㄜㄘㄜˋㄌㄩㄝˋㄅㄨˋㄐㄩˊ

With over two decades of experience at firms like Avendus Wealth Management, Suri is tasked with leading the company's strategic efforts in family office services and global investments.

orgAvendus Wealth Management
concept家族辦公室

ㄓㄜˋㄒㄧㄤˋㄖㄣˊㄕˋㄧˋㄉㄨㄥˋㄊㄨㄒㄧㄢˇㄌㄜ˙ㄕˋㄔㄤˇㄉㄜㄔㄥˊㄕㄨˊㄐㄧˊㄐㄧˋㄕㄨˋㄧㄡㄒㄧㄢㄉㄜㄆㄧㄥˊㄊㄞˊㄩˋㄈㄚㄖㄨㄥˊㄏㄜˊㄔㄨㄢˊㄊㄨㄥˇㄉㄜㄉㄧㄥˇㄐㄧˊㄖㄣˊㄧㄣˊㄏㄤˊㄓㄨㄢㄧㄝˋㄕˋㄧˇ滿ㄇㄢˇㄗㄨˊㄈㄨˋㄗㄚˊㄊㄡˊㄗㄨˇㄏㄜˊㄉㄜㄒㄩㄑㄧㄡˊ

This appointment underscores a maturing market where tech-first platforms are increasingly integrating traditional, high-level private banking expertise to cater to complex portfolios.

concept投資組合

ㄇㄨˋㄑㄧㄢˊ,Ionic Wealth ㄓㄥˋㄔㄨˋㄩˊㄧㄝˋㄨˋㄈㄚㄓㄢˇㄉㄜㄍㄠㄈㄥㄗㄞˋㄅㄨˊㄉㄠˋㄌㄧㄤˇㄋㄧㄢˊㄋㄟˋㄔㄢˇㄍㄨㄢˇㄌㄧˇㄍㄨㄟㄇㄛˊ (AUM) ㄧˇㄔㄠㄍㄨㄛˋ 10 ㄧˋㄇㄟˇㄩㄢˊ

Currently, Ionic Wealth is riding a wave of success, having crossed $1 billion in Assets Under Management in less than two years.

orgIonic Wealth
concept資產管理規模

ㄊㄨㄥㄍㄨㄛˋㄐㄧㄤㄕㄨˋㄨㄟˋㄏㄨㄚˋㄍㄨㄥㄐㄩˋㄖㄨˊ AI ㄑㄩㄉㄨㄥˋㄉㄜㄊㄡˊㄗㄨˇㄏㄜˊㄈㄣㄒㄧㄩˇㄍㄜˋㄖㄣˊㄏㄨㄚˋㄍㄨˋㄨㄣˋㄈㄨˊㄨˋㄒㄧㄤㄐㄧㄝˊㄏㄜˊㄍㄞㄍㄨㄥㄓㄥˋㄌㄧˋㄊㄨˊㄉㄨㄛˊㄑㄩˇㄧㄣˋㄉㄨˋㄎㄨㄞˋㄙㄨˋㄗㄥㄓㄤˇㄉㄜㄘㄞˊㄈㄨˋㄍㄨㄢˇㄌㄧˇㄕˋㄔㄤˇㄓㄨㄥㄉㄜㄓㄨㄥˋㄉㄚˋㄈㄣˋㄜˊ

By combining digital tools, such as AI-powered portfolio analytics, with personalized advisory services, the company is positioning itself to capture a significant share of India’s rapidly growing wealth management sector.

techAI
concept投資組合
location印度
concept財富管理
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ㄕㄟˊㄅㄟˋㄆㄧㄣˋㄨㄟˊ Ionic Wealth UHNI ㄧㄝˋㄨˋㄉㄜㄒㄧㄣㄖㄣˋㄕㄡˇㄒㄧˊㄓˊㄒㄧㄥˊㄓㄤˇ

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Rohit Suri

Ionic Wealth ㄗㄞˋ 2026 ㄋㄧㄢˊ 3 ㄩㄝˋㄒㄩㄢㄅㄨˋㄌㄜ˙ㄕㄜˊㄇㄜ˙ㄌㄧˇㄔㄥˊㄅㄟ

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資產管理規模超過 10 億美元

ㄆㄧㄣˋㄑㄧㄥˇ Rohit Suri ㄉㄜㄓㄨˇㄧㄠˋㄘㄜˋㄌㄩㄝˋㄌㄧˇㄧㄡˊㄕˋㄕㄜˊㄇㄜ˙

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通過整合高度人際互動的專業能力,加速其在超富人群細分市場的領導地位

Ionic Wealth ㄉㄜㄕㄤㄧㄝˋㄇㄛˊㄕˋㄖㄨˊㄏㄜˊㄇㄧㄠˊㄕㄨˋ

Correct Choice

將數位化工具與人工顧問相結合的全通道方法

ㄋㄚˇㄐㄧㄚㄍㄨㄥㄕˋ Ionic Wealth ㄉㄜㄇㄨˇㄍㄨㄥ

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Angel One

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