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Meet The Team
The business leaders of today
A finance graduate with over 22 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 overseas the sales and distribution activities of the company
Mr Gautam Bhalla
Partner
Certified Financial Planner and Information Systems Auditor & Charted Accountant by qualification has over 40 years of experience in financial services industry. He has been helping 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
Partner
A management post graduate in finance with over 20 years of experience in Wealth Management industry with a Multi-national Bank. He indulges in Fund selection and designing portfolios. He has good understanding of international markets and financial products. He designs various investment strategies to meet the clients investment objectives and clients risk profile.
Mr. Karim Meghani
Partner
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