Trusted Partners in Your Investment Journey

B.Com. – University of Mumbai
Diploma in Wealth Management – IIFP
Experience since 1990
2nd generation entrepreneur

B.Com. – University of Mumbai
Chartered Financial Analyst – ICFAI
Experience since 2010. Worked with Canara Robeco AMC and Tata AMC.

Chartered Accountant – ICAI
Diploma from Yale University and ISB
Experience since 2003. Worked with HDFC AMC, Axis AMC and Schroder Investment Management (Singapore) Limited.

I am responsible for managing client relationships, generating new business opportunities and supporting the distribution of mutual funds. I ensure timely follow-ups, client servicing and achievement of sales targets.

I am a part of the sales team and aim to achieve business growth. I develop sales strategies and builds strong relationships with clients and business partners.

I assist in acquiring new clients and maintaining relationships with existing clients. I support the sales team through follow-ups, documentation and coordination to ensure a smooth sales process.

I assist in acquiring new clients and maintaining relationships with existing clients. I support the sales team through follow-ups, documentation and coordination to ensure a smooth sales process.

I oversee the day-to-day operations of the organization, ensuring accuracy, efficiency and compliance. I manage the operations team and implement processes to improve service quality.

I lead the client servicing function and ensure prompt resolution of client queries. I coordinate between clients, sales and operations teams to deliver a seamless customer experience.

I handle transaction processing, documentation and back-office operations related to investments. I ensure timely execution for all client requests while maintaining accuracy and compliance.

I manage digital platforms, client onboarding and online service requests. I provide technical and operational support to clients and the internal team to ensure a smooth digital experience.

I support daily operational activities, including processing transactions, maintaining records and coordination with internal teams. I ensure smooth execution of operational tasks and adherence to company processes.

I manage the day-to-day operational activities by maintaining accurate transaction records and ensuring timely data management. I prepare and organize client reports, keeping all required data records readily available to facilitate smooth operations and deliver efficient client service.