Our Team
Different expertise. A shared commitment to your financial wellbeing.
How our team works
Our teams work together across research, financial planning, investment management and tax planning, coordinating implementation, reviews and ongoing client support.
Arun Mandal CFA, CFP, MFC
Founder, CEO & Chief Wealth Officer
Leadership
Megha Kotwal
Co-Founder, Chief Operating Officer
Leadership
Pradeep Kumar
Operations Manager
Business Operations
Ankit Sharma
Team Leader
Operations & Admin
Kaushal Gupta
Manager-Finance
Finance
Nikhil Jain
Senior Associate
Finance
Buddhpriya Kumar
Lead Advisor
Wealth Advisory
Amit Yadav
Senior Associate
Information Technology
Saloni Patni
Associate Advisor
Wealth Advisory
Kriti Monga
Associate Advisor
Wealth Advisory
Tushaar Chaudhary
Associate Advisor
Wealth Advisory
Ishaan Sethi
Analyst
Wealth Advisory
Harshit Aggarwal
Analyst
Wealth Advisory
Priya Mittal
Analyst
Wealth Advisory
Kartikeya Sinha
Analyst
Growth Strategy
Aryan Sinha
Senior Analyst
Research
Mehul Manav
Analyst
Business Strategy
Toshiv Mata
Analyst
Research
Satish Kumar Singhalia
Support Staff
Workplace Services
Naresh Kumar
Support Staff
Workplace Services
Sunny
Office Staff
Workplace Services