Who We Are

A boutique wealth advisory firm providing personalised, transparent, unbiased and research-driven expert advisory services

What We Do

We leverage on our Internal Expertise along with Strategic Alliances to ensure that specific and critical requirements of our Clients are handled by the domain experts in the Industry

Why Us

With more than 150 years of cumulative experience, our team comprises of seasoned Investment Advisors, Real Estate professionals, Investment Bankers, CAs and Lawyers who are well versed in providing tailor-made solutions according to Client specific requirements for their financial well-being

OUR SERVICES

We leverage on our internal expertise along with strategic alliances to ensure that specific and critical requirements of our clients are handled by domain experts in the industry. We evaluate and consolidate multiple service providers and choose the best in class solution with no market bias

OUR INVESTMENT APPROACH

Understand Your Unique Requirements

COUNT ON US


Formed by dynamic individuals having a cumulative experience of over 150 years, the team comprises of seasoned Investment Advisors, Real Estate professionals, Investment Bankers, Chartered Accountants and Lawyers who are all well versed  in providing tailor-made solutions according to client specific requirements and contributes seamlessly to their financial well-being

PRASHANT JOSHI

PARTNER

  • 15+ years of experience
  • Proven expertise in wealth advisory and trust and succession planning
  • Trusted advisor to over 10 business families
  • Have advised over USD 100mn assets across private wealth spectrum
  • Previously worked in CII, ICICI Bank -Private Banking, Religare Macquarie Private Wealth, Motilal Oswal Private Wealth, ING Private Banking
  • MBA in Finance

VIKAS KHAITAN

PARTNER

  • 15+ years of experience
  • Expertise at Corporate , General Insurance and Wealth Management 
  • Managed AUM of over USD 400 Mn across various asset classes 
  • Top performer at ICICI Bank, Aditya Birla Money and Motilal Oswal Private Wealth in the Corporate and Wealth advisory domain
  • MBA in Finance & Marketing

ANURAG JHANWAR

PARTNER

  • 15+ years of experience
  • Expertise in Advisory, Real estate, Management consulting, Strategic advisory, Valuation, Start-up mentoring, Board advisor
  • Managed over 1500 ratings, advisory, valuation in the real estate domain 
  • Member of Royal Institute of Chartered Surveyors
  • Previously headed business Units at Proptiger-housing.com, Crisil Ltd. and Cushman & Wakefield
  • Alumni – IBS, ICFAI

SUNEETHA PATNAIK

PARTNER

  • Proven expertise in Wealth advisory and Trust and Succession planning
  • Have been handling large business families
  • Have advised over USD 100 mn assets across  private wealth spectrum
  • Previously worked in Aviva Life Insurance, Standard Chartered Bank, ICICI Private wealth management and Motilal Oswal Private Wealth
  • MBA in Marketing & Practising Lawyer in the past 

ANAND OSWAL

SENIOR DIRECTOR

  • 15+ years of experience
  • Proven expertise in Wealth management, FX hedging, Risk management, Fixed income, Equities and Derivative structuring
  • Managed investments worth USD 1 billion on behalf of clients
  • Previously associated with UBS, Singapore as executive director, held senior roles in sales & trading of FX and derivatives in Societe Generale, ICICI Bank And Edelweiss Capital 
  • Founder of Intellective Capital (Singapore) – serving private clients and institutions as investment manager and advisor across Asia
  • MBA from SP Jain, Mumbai and masters in finance (financial engineering) from London Business School

ASHISH C SETHI

ASST. DIRECTOR

  • 11+ years of experience
  • Proven expertise in Leasing, Ratings, Consulting & Advisory and Capital Markets
  • Successful closures on mandates from top developers across North & East India 
  • Have advised over 200 corporates, developers and infra firms across real estate, education, infrastructure and online reality industries
  • Previously worked in SMEC CRISIL Proptiger-Housing.Com
  • MBA from Jamia Millia Islamia

ABHIJIT BANERJEE

PARTNER

  • 15+ years of experience
  • Strong focus on CFO advisory services and scale up strategy
  • Significant experience in M&A, Fundraising as well as management and growth advisory
  • Previously worked in Ernst & Young, Moody’s Analytics and Barclays Capital, Singapore
  • Certified Public Accountant & Chartered Accountant 

ANUJ KAPOOR

PARTNER

  • 16+ years of experience
  • Worked on Projects/ investment transactions worth more than USD 1 Bn
  • Focus on cross-functional areas like strategy planning, M&A, market studies, fundraising & commercial due diligence
  • Previously a founding member and head of Strategy & Development for Alexandria Real Estate Equities – India
  • Alumni - IBS, ICFAI

PRASHANT MENON

PARTNER

  • 15+ years of experience
  • Focus on M&A and fundraising
  • Financial modelling expert
  • Previously was a senior professional of Alexandria Real Estate Equities – India and directed 10 SPVs
  • Chartered Accountant & Chartered Alternative Investment Analyst (CIAI) 
  • Executive Board Member of CIAI India Chapter

OUR PARTNERS

Business / PMS Partners

AMC Patners