Rohan Tandon

• Led the migration and ongoing oversight of approximately USD 300 million in discretionary AUM across
three DFM relationships, spanning Model Portfolio Service (MPS) and Bespoke mandate strategies
• Built the end-to-end discretionary investment framework from scratch — covering mandate design, fund
selection coordination, risk profile construction, and adviser integration across all Holborn offices globally
• Acted as primary interface between 3 DFM partners, Fund Administrators, and Transfer Agents across 7
licensed entities, ensuring regulatory alignment throughout
• Designed Board-level investment reporting architecture providing real-time AUM visibility, performance
attribution, and mandate growth tracking
• Partnered with international fund managers to support asset allocation and portfolio construction decisions
across client segments, bridging investment strategy with distribution outcomes

• Independent consultancy advising on investment structures and business development for financial services
clients
• Partnered with WICS Consultancy to conceptualise and execute a high-value online business model for the
luxury goods market

• Constructed bespoke investment portfolios aligned to individual client mandates and risk profiles, supporting
advisers across multiple jurisdictions
• Designed and maintained model portfolios adopted as standardised investment solutions across the
consulting team
• Translated complex global market data into structured investment intelligence, directly informing adviser
recommendations and client portfolio decisions

• Led business development for a domestic mutual fund, establishing distribution networks across retail and
HNI segments in the Mumbai region
• Built relationships with key distribution partners, driving AUM growth through structured channel
development

• Founding member of the International Arbitrage desk, contributing to its establishment during the formative
phase of Edelweisss Asset Management division
• Appointed youngest team lead in the division, overseeing a team of six Interest Arbitrage traders with capital
allocation responsibility of up to USD 50 million
• Drove desk scalability through structured trader development programmes and disciplined execution
frameworks

• Managed daily treasury operations overseeing approximately USD 10 million in capital, gaining foundational
exposure to capital allocation and risk management