People
Built on Experience.
Disciplined thinking. Structured execution. Long-term stewardship.
Omkar brings over two decades of experience across investment banking and wealth management. He has held client-facing roles at Bank of New York Mellon, HDFC Bank, RBL Bank, and Kotak Mahindra Bank. His background spans complex transaction structuring, client Investment and relationship management. He currently leads Corporate Debt and Personal Finance Services, combining disciplined execution with a solution-oriented approach to client needs.
Sneha has over two decades of experience in finance operations and process management. She has worked extensively in operational and training roles, with more than two decades of experience in the mutual fund industry. Her expertise lies in end to end operational execution, servicing corporate, NRI, and non individual clients. Her structured and detail oriented approach strengthens client servicing and operational efficiency.
Raunak brings more than two decades of experience in finance, accounting, internal controls, and risk management. He has previously worked with multinational organisations across industries, including e commerce, manufacturing, IT BPO, ITES, and real estate. With a strong interest in technology and process optimisation, he supports business strategy and client relationship development with analytical and systems driven insight.
Devika’s academic foundation spans economics, psychology, and statistics, complemented by advanced training in business analytics and financial technology. Her work centres on understanding market behaviour, consumer dynamics, and risk modelling. She contributes analytical insight to portfolio construction, financial forecasting, and data driven decision making, helping align strategic direction with measurable outcomes.
Independent. Disciplined. Accountable.
Our expertise is built on alignment, not transactions. We operate with full transparency, no hidden commissions, and a fiduciary mindset that places your long term interests at the centre of every recommendation.
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