India – LCR Capital Partners is excited to announce Shilpa Menon, CFA, has joined as Senior Director for India. Shilpa brings over a decade of financial services experience and will be responsible for leading LCR’s shift from focusing on selling EB-5 projects to being an advisor to High Net Worth families looking to move, expand or invest overseas.
Shilpa joins LCR from Avendus Wealth Management, where she served as Vice President of Products and Advisory. There, she was in charge of offshore solutions for HNWIs and worked with international stakeholders to launch the firm’s first-ever line of global investment products. With a passion for well produced content, she brings a consultant’s approach to financial services and an eye for innovation.
“I’m extremely delighted to now be part of LCR’s high-performance team,” Shilpa said. “LCR paved the way for U.S. immigration products in India when nobody was yet talking about them.”
“In my opinion, it is LCR’s deep expertise in what they do – their laser sharp focus on client experience and unbiased advice to prospects and clients – that makes them stand out in the industry. I also love their entrepreneurial approach. In the last 18 months they have launched products for new geographies like Portugal and Grenada, and brought in partners to provide US loans to Indian nationals that move to America.”
Having worked in investment banking at Nomura, Shilpa understands the complexity of global transactions. There she worked across Asia supporting Financial Sponsors, or private equity firms, and gained exposure on how they differentiate their alternative investment products and services.
“The EB-5 industry is changing. Clients expect their financial partners to provide more than a single solution. When an individual or a family decides to move to the United States, they want a partner they can trust to help them through the whole transition. They want someone that can explain the financial details and make recommendations to make the move easier ,” said Suresh Rajan, Founder and Executive Chairman of LCR.
Having partnered with LCR over the last two years, Shilpa knows members of the LCR team. She is now responsible for LCR’s growth in India, including expanding and managing LCR’s channel partnerships and deepening LCR’s engagement with existing clients and prospects in the region, reporting to Sherman Baldwin, the global CEO.
