Meet The Team
A Strong Character Shapes A Successful Life; We Believe The Same Is True to Make A Successful Investor
Meet the Visionaries
Purpose Led. Fiduciary Focused. Client First.
Meet the Department Heads
Operational Excellence. Client Focused Delivery
Y Sunita
Head of Operations
MBA in Finance & HR, CWM ®
Hardik Panchal
Head of Business Development
Master’s in Applied Finance
M. Samlesh Raj
Head of Research
CFA Level 2 Candidate
Saroj Mohanty
Head of Client Relations
Vikas Tiwari
Client Relationship Manager (West Zone)
Deepika
Client Relationship Manager (East Zone)
Head of IT
Head of Admin
