Harshal Shah - Founding Member

Harshal has over 10 years of experience in Wealth Management and Global Fund Management & Accounting.

Previously, he was with Igefi and Kotak Securities handling Treasuries, High Net-worth Individuals’ and Corporates in Wealth management.

Harshal holds a Post Graduate Degree in Finance & Marketing from Jain University, Bangalore.

 

Pooja Satwani Shah – Co-Founding Member

Pooja has close to a decade of experience in Financial Services.

Previously, she was with the Private Wealth Management Practice at Standard Chartered Bank and Kotak Mahindra Bank managing client relationships across High Net worth Families and Corporates in Financial Planning and Investment Advisory.

Pooja holds a Post Graduate Degree in Marketing & International Business from M. S. Ramaiah Institute of Management, Bangalore.

 

Amjad Khan - Technical Analyst

Amjad has over 6 years of experience in the Equity Markets. Previously, he was with Bonanza Portfolio & JRG Securities.

Amjad holds a Graduate degree in Commerce from Ambedkar University, Sirsi.

 

Pankaj Bothra – Relationship Manager (Equity & Commodity)

Pankaj has over 6 years of experience in the Equity & Commodity Markets. Previously, he was with a leading financial services firm Brand New Day in Tezpur, Assam.

Pankaj holds a Graduate degree in Commerce from Guwahati University, Nowgaon.

 

Raghavendra Gaonkar – Manager (Operations & Customer Support)

Raghavendra has over 4 years of experience in stock market operations.

Previously, he was with Fairwealth Securities handling customer support, operations & documentation. Raghavendra holds a Post Graduate degree in HR from Sikkim Manipal University.