A finance graduate with over 15 years of experience in financial service industry. He has rich experience in handling HNI and Institutional Wealth as a part of the banking industry. He is an expert in risk management and guides the company’s research team for designing client portfolios. He is also advising clients on alternate investment products such as real estate, gold etc.
Mr. Gautam Bhalla
A qualified Chartered Accountant, Certified Financial Planner and Information Systems Auditor has over 32 years of experience in financial services industry. He has been advising clients on finance, investments, taxation, estate planning and drafting of Wills. He has rich experience in auditing and taxation and has worked at a senior position in a multi-national company. He has in-depth understanding of world economy which helps in global diversification.
Mr. Ujwal Marathe
A management graduate in finance with over 13 years of experience in Wealth Management industry with a Multi-national Bank. He indulges in equity research and designing portfolios. He has good understanding of international markets and financial products. He designs various investment strategies to meet the clients investment objectives.