Patel established Pandi Management with a singular mission: to provide discerning families with a uniquely personalized approach to wealth management. With decades of experience navigating the complexities of high-net-worth finance. Patel has created a boutique family office that combines expertise, discretion and a commitment to long-term legacy preservation.
Rooted in India, Patel comes from a family whose original wealth was established in the textiles and manufacturing industries. They carry forward a legacy of entrepreneurship, adaptability and strategic foresight- a foundation that has deeply influenced Patel’s wealth management approach. This heritage of resilience and innovation informs their commitment to preserving and growing wealth from a multi-generational perspective.
Patel decided to expand his professional horizons abroad and holds an undergraduate degree in PPE from the prestigious University of Oxford. This rigorous program provided a strong foundation in analytical thinking, ethical decision-making, and a global perspective on economics.
Seeking to deepen his finance expertise, Aarav pursued an MBA from INSEAD in Fontainebleau. INSEAD’s focus on international business and entrepreneurship shaped his entrepreneurial vision and inspired the development of a family office model that prioritizes bespoke financial strategies over one size fits all solutions.
Patel began his career at HSBC private bank in London, where they quickly advanced to the position of Senior Relationship Manager, working with prominent European and Asian families worldwide. Patel honed his skills in investment management, asset allocation, and trust planning, laying the foundation for a career devoted to helping clients achieve financial security across generations.
After several successful years, Patel transitioned to BlackRock, where he served as Director of Global Wealth Strategy. This role involved designing high-level wealth strategies for ultra-high-net-worth individuals, giving them an in-depth understanding of global markets, multi-currency portfolio management and cross-border investment challenges. His strategic insights led to significant portfolio growth for clients, establishing him as a trusted advisor with a keen eye for long-term growth and sustainability.
What sets Pandi Management apart is Patel’s deeply personal approach to wealth management. Rather than focusing solely on financial outcomes, he emphasizes understanding each client’s unique story, values and goals. This dedication to a holistic approach stems from their belief that true wealth goes beyond financial assets – it includes family harmony, legacy and the ability to effect meaningful change.
With a career marked by strategic insights, unwavering integrity, and an exceptional dedication to client success, Patel has built Pandi Management into a trusted partner for families who seek not only to preserve their wealth but to build lasting legacies.
At Pandi Management, we are committed to creating customized solutions for each client, ensuring their wealth is managed with precision, care, and foresight. These success stories are just a few examples of how we’ve helped families achieve their goals. Whether you’re looking to preserve wealth, navigate complex financial landscapes, or create a lasting legacy, we are here to guide you every step of the way.
