On the Winning Side
Mr. Srinivas Mendu, a pioneer in wealth management, is shaping the future of India’s financial landscape as the CEO of FundsIndia Private Wealth—a premier wealth management firm backed by WestBridge Capital, a leading investment firm headquartered in Bengaluru
RISING THROUGH THE RANKS
With over 26 years of rich experience, Mr. Mendu’s bold vision and ability to drive strong growth has made him a revered figure in the wealth management industry. His client-first approach and strategic thinking have set new standards for wealth creation, besides positioning him as the torchbearer of a new era in the financial world. Mr. Mendu’s journey is a saga of consistent brilliance. He began his career in Sales and Marketing, honing his analytical skills, client engagement, and leadership abilities. He then spent 15 successful years at HSBC, where he further deepened his client-centric approach and was recognised as a ‘people’s person’—earning a spot in the prestigious CEO Talent Pool. In 2016, as a founder member of ICICI Securities Private Wealth, he established a strong presence across Andhra Pradesh and Telangana. Furthermore, as the Director for the Southern Region at Motilal Oswal Wealth Ltd., he accelerated the Assets Under Management (AUM) by 600% and expanded the team six times in a span of two years. This accomplishment reflects his ability to scale up businesses efficiently.
SETTING NEW STANDARDS
In 2024, WestBridge Capital, with a $7.5 billion portfolio under its’ management, appointed Mr. Mendu to lead FundsIndia’s private wealth management division. FundsIndia, which currently manages ₹15,500 crore and serves over 2.5 million investors, is poised for transformative growth under his leadership. Tasked with building a world-class private wealth firm, Mr. Mendu draws inspiration from global leaders like Edward Jones and Merrill Lynch, adapting their proven strategies to meet the unique needs of Indian investors. By harnessing cutting-edge technology and leveraging deep market insights, he aims to deliver superior returns and long-term wealth solutions that align with the evolving demands of India’s retail wealth management sector. Under Mr. Mendu’s stewardship, FundsIndia is poised to capitalise on the immense potential of India’s retail wealth management sector. His investment strategies are designed to empower clients to navigate market complexities with confidence, build resilient portfolios, and achieve long-term financial independence. Backed by WestBridge’s expertise, he is developing a scalable model that prioritises client success and sustainable growth, driven by innovation and operational excellence.
A PEOPLE PERSON
Renowned for his integrity, calm demeanour, and results-oriented mindset, Mr. Mendu is often described as a “People’s Manager.” Like a true leader, he inspires his teams, motivates them to go the extra mile and brings everyone together toward a common goal. Additionally, as a mentor, he helps professionals grow and leave a positive impact in their organisations. His goals align with WestBridge’s plan to modernise wealth management using FundsIndia’s platform to enhance client value. Mr. Mendu’s leadership reflects WestBridge’s commitment to driving change in India’s wealth management sector. His proven track record of transforming vision into tangible results has positioned FundsIndia as a frontrunner in private wealth management. By emphasising customer satisfaction and operational rigour through tailored solutions, he is spearheading a new era of wealth creation that resonates with India’s growing investor base.
GARNERING PRESTIGIOUS ACCOLADES
Mr. Mendu’s untiring efforts have earned him coveted accolades, such as the “Associate of the Year” (AOY) 23-24 Inspirational Leadership Award, the “ICICI DNA Award” for Nurturing Leadership in 2018 and the “People’s Manager” Award from HSBC. These accolades demonstrate his ability to inspire, innovate, and deliver transformative results, besides cementing his reputation as a visionary leader.
