Romit Barat.
Capital Markets Professional·PMS & Wealth Management Expert·Educator
Romit Barat is a seasoned capital markets professional, educator, and portfolio management expert with over 25+ years of experience across financial markets and wealth management. He has been closely associated with the evolution and development of investment distribution and advisory ecosystems, with a particular focus on Portfolio Management Services (PMS), wealth management, mutual funds, and alternative investment products.
Training & industry reach
Over the years, Romit has trained 30,000+ financial professionals, including mutual fund distributors, wealth managers, relationship managers, investment professionals, bank employees, and Asset Management Company (AMC) teams. His extensive training experience has given him a deep understanding of the practical challenges faced by investment professionals in evaluating, positioning, and communicating sophisticated investment products.
His expertise in PMS encompasses investment strategies, portfolio construction, performance evaluation, risk-adjusted returns, benchmarking, portfolio management structures, taxation, and the broader business and distribution ecosystem surrounding PMS.
Why PMSInsights
Through PMSInsights.in, Romit aims to create a credible knowledge and information platform that brings greater clarity and depth to the PMS industry. The platform is intended to serve distributors, wealth advisers, private bankers and investment professionals by providing insights, analytical perspectives, educational content, and a structured understanding of PMS strategies and portfolio management.
With a strong emphasis on knowledge, transparency, data-driven analysis, and investor understanding, Romit brings together his extensive industry experience and educational expertise to contribute to a more informed and evolved PMS ecosystem.
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