Pranav Joshi - Co-founder & CEO
Pranav is an expert in Business operations and verticals expansions into new verticals. He is Financial Markets and Strategy expert. He deals with various UHNI’s for wealth and legacy planning. He is an MBA in Finance from Jamnalal Bajaj Institute of Management Studies and is the winner of the Wockhardt Silver Medal during his MBA
Prasanna Shastry - Executive Director
Prasanna comes from the core Capital Markets and Investment Banking background. Having worked with Barclays and HSBC before, he brings immense amount of structuring and Transaction Advisory expertise on the board. He has ACIIAA degree from Switzerland, a CFA qualification as well as Business graduate degree from University of Bangalore.
Prakash Diwan - Head Equities
Prakash has worked in different leadership positions in some of the eminent Financial Services Companies such as IDBI Principal Mutual Fund, ICICI Prudential Mutual Fund and as the CEO of Way2Wealth Securities. He is a well-known face within the country's capital markets & often appears in CNBC, ET Now, etc as an eminent commentator for his views and analysis of equity markets.
Richa Karpe - Non Executive Director
Richa has over 18 years experience in the financial services industry across Private Banking, Asset Allocation and developing benchmark products. Prior to this she played an important role as product manager for the London based MSCI Barra (Morgan Stanley) where she led the development of asset allocation products like the “Global capital Market Index”, “Global Islamic Indices” etc.
Hena Nagpal - Managing Partner North
A veteran of 19 years in Wealth Management and Advisory having worked with American Express, Standard Chartered, HSBC, Barclays. Hena is a trusted and close confidant of the several large families that she manages. Having a MBA degree from the Symbiosis Institute, Hena’s passion is investor education and she has contributed articles to leading print media in the country and to Radio shows.
Mihir Nerurkar - Advisor (Corporate & Business Development)
A 17 year global experienced professional with industry-wide experience across Real Estate and Professional Services. Mihir was a Management Consultant in New York with Deloitte, followed by a decade of entrepreneurial roles with leading firms such as Samira Habitats, ZS Associates, NiFCO and Vérité Realty.