Akhil PurohitAkhil PurohitPrivate Wealth Book a consultation
About · Akhil Purohit

Twenty years turning trust into security.

An executive in protection and wealth planning, advising private clients and business owners around the world. My career runs from the underwriting desk in the United Kingdom to senior leadership across the Gulf, and it gives every client real depth of knowledge to draw on.

$500m+
Key-person sums protected
20 yrs
International
CII · FAIQ
Qualified, Level 3
Akhil Purohit
The story

From the underwriting desk to the boardroom.

My career began in the United Kingdom, learning protection from the ground up at the underwriting desk of Abbey, later part of Santander. Seeing exactly how risk is assessed and priced gave me a foundation that still shapes the advice I give today.

I then moved to the Gulf and joined Zurich International Life, where I spent more than a decade in senior roles across distribution, bancassurance and advisory. I established the firm’s presence in Abu Dhabi from the ground up, built a network of bank and broker partners, and helped grow the business to around USD 100 million in operating profit.

As Senior Sales Manager for Strategic Banks, I led Zurich’s exclusive, fifteen-year partnership with Standard Chartered Bank, bringing together sales, proposition, training and governance across markets throughout the Gulf. It showed me, first hand, how protection, planning and banking come together at real scale.

Today I lead protection and wealth planning for private clients and business owners across the UAE, the United Kingdom and the wider Gulf. From the underwriting desk to the boardroom, the work has always come down to the same thing: understanding what truly matters to a family or a business, and putting the right plan in place to keep it safe.

Credentials

Qualified, and accountable.

Chartered Insurance Institute

CII Level 3

Financial Adviser’s International Qualification

FAIQ (CII)

Range of markets

UK · UAE · wider Gulf

Languages

English · Hindi

I take the time to really understand a business owner’s world, then put protection in place that quietly holds firm for years. My best work happens in the room, where trust counts for far more than a sales pitch.
Akhil Purohit · on how he works
Get in touch

Book a consultation.

A calm, candid conversation, discreet and without obligation. Available to clients worldwide.

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In person

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