CEO, FundsIndia Private Wealth
Srinivas Mendu is the CEO of FundsIndia Private Wealth, the private wealth arm of FundsIndia, backed by WestBridge Capital. An alumnus of Indian Institute of Management Ahmedabad, he brings over 26 years of experience across India’s leading financial institutions. Under his leadership, the firm has rapidly scaled into a trusted platform serving a wide spectrum of investors, with a strong emphasis on advice-led engagement, disciplined investing, and long-term wealth creation.
At the core of Srinivas’s philosophy is a clear belief that wealth management in India must evolve beyond a product-first, transaction-driven approach. He is focused on building a platform that prioritises clarity over complexity, advice over distribution, and stewardship over short-term returns. His vision is to create a comprehensive wealth ecosystem that goes beyond portfolios—helping clients preserve wealth across market cycles, structure it intelligently, and transition it seamlessly across generations.
Srinivas is a strong advocate for preparing clients for the realities of long-term wealth, particularly in the context of India’s ongoing intergenerational wealth transfer. He believes the biggest risk to wealth is not market volatility, but lack of preparedness. Over the course of his career, he has built and mentored high-performing teams and advised sophisticated investors with a long-term lens. His approach combines global best practices with a deep understanding of the evolving Indian investor, with a continued focus on building enduring relationships and outcomes that last across generations.
- HSBC Retail Banking and Wealth Management
- ICICI Securities Private Wealth Management
- Motilal Oswal Wealth Limited
At the core of Srinivas’s philosophy is a clear belief that wealth management in India must evolve beyond a product-first, transaction-driven approach. He is focused on building a platform that prioritises clarity over complexity, advice over distribution, and stewardship over short-term returns. His vision is to create a comprehensive wealth ecosystem that goes beyond portfolios—helping clients preserve wealth across market cycles, structure it intelligently, and transition it seamlessly across generations.
Srinivas is a strong advocate for preparing clients for the realities of long-term wealth, particularly in the context of India’s ongoing intergenerational wealth transfer. He believes the biggest risk to wealth is not market volatility, but lack of preparedness. Over the course of his career, he has built and mentored high-performing teams and advised sophisticated investors with a long-term lens. His approach combines global best practices with a deep understanding of the evolving Indian investor, with a continued focus on building enduring relationships and outcomes that last across generations.
Professional Experience
Srinivas’ career has taken him across various banking and wealth management firms, shaping a vision for business that is always backed by discipline and deep-rooted expertise.- HSBC Retail Banking and Wealth Management
- ICICI Securities Private Wealth Management
- Motilal Oswal Wealth Limited
