Meet the Team
At BAO Financial Group, we believe that our people are our most valuable asset. Our team consists of highly qualified professionals with proven market experience in building businesses, investment research, wealth, and risk management. Their broad skill set and empirical experience ensure our clients' credibility and reliability.
Nayan has many years of experience in the Investment Banking and Fund Management areas of the Financial Services industry, with a focus on the Global Management of Wealth. Starting his career path in 1994 as an analyst in Perpetual Investment Management, Nayan was working with huge multinationals such as IBM, Nestlé, ABN AMRO and various other institutions in different capacities. Being involved in the investment structuring and trading operations of corporations he focused on adding value in their day to day operations. Since 2009 he has created and managed many investment funds for listed and private securities across Asia, which resulted in over $250m current AuM in various funds and strategies.
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Parthiv is a qualified finance professional, with over 8 years’ experience in equity research, private equity and investment management. He has strong relationships with funds, banks, brokers and institutions throughout India and UAE. Before joining BAO Financial Group in 2012, Parthiv did equity research and advisory roles in IIFL Wealth Management Limited, one of the leading broking houses in India. Parthiv has expertise in Investment Management, Equity research, Private equity & Advisory.
Nayan Agarwal
CEO
Parthiv Shah
CFO
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Michael started his career with Southam Inc., Canada’s leading publisher and moved to Germany in 1987 as International Marketing Director for Vicorp AG. Since 1990 he has worked as an independent business development consultant in Geneva’s financial community. In addition to having consulted to leading Swiss banks and financial institutions, Michael was retained during 2003 as Senior Advisor for Business Development by an innovative European network of UHNW client advisors, where he was responsible for conceiving and then implementing the Business Exchange program.
Michael Southam
Director