Met The Team
Has been an exbanker with Citibank and ICICI Bank and brings with him a rich experience of 15 years of working with HNIs of various cities including Mumbai, Bangalore, Delhi and Lucknow. His wide knowledge about products (across equity and debt ) and the capital markets make him an invaluable asset. He is passionate about wealth management and wants to transform the way wealth management is being done. He is an avid reader and loves listening to music.
GAURAV JAIN
Founder
MBA , 15 years Experience in Citibank & ICICI Bank
Has spent 8 years working with various MNC’s including a long stint with HSBC Bank, Mumbai in the wealth management domain. His customer centric approach and unparalleled knowledge and judgment in designing portfolios creates a lot of value for clients. He is a true entrepreneur and wants to scale this idea to a different level. He loves travelling and cooking.
SAURABH JAIN
Founder
MBA, 8 years experience in HSBC Bank
She is Chartered Accountant by profession and an entrepreneur at heart. She has a vast experience of working for 8 years with various companies in both direct and indirect tax verticals. She is a brilliant professional and brings with her a whole new dimension of tax management for our clients to make us a one stop solution under one umbrella. Vasudha is passionate about singing and classical music.
CA VASUDHA JAIN
Founder
FCA, 8 years experience in Taxation, Audit & Accounts and GST
She has been an active investor for the last 10 years and has a unique art of identifying multibagger stock ideas. She loves reading and has been doing extensive stock level research. Akansha is technically very sound and her technical domain helps our clients get a seamless experience on our website and mobile application. She loves reading and travelling.