Our Team
The extremely hard working team behind your wealth journey.
The mix of seasoned judgment and energetic execution ensures well-reasoned strategy, meticulous implementation and white-glove service across investing, planning, tax awareness and governance.
How our team works
We believe wealth management works best when strategy, implementation, reviews, and client communication are handled with discipline and continuity.
From research and planning through tax-aware execution, operations, reviews, documentation, servicing, and ongoing relationship management, the experience is coordinated by a team and a repeatable advisory process rather than one isolated individual.
See how this works in practice across our financial planning, investment management and tax planning services.
Arun Mandal (CFA, CFP, MFC)
Founder, Chief Wealth Officer
Leadership
Megha Kotwal
Co-Founder, Chief Operating Officer
Leadership
Pradeep Kumar
Operations Manager
Operations
Ankit Sharma
Team Leader
Operations
Kaushal Gupta
Manager-Finance
Finance
Nikhil Jain
Senior Associate
Finance
Buddhpriya Kumar
Lead Advisor
Wealth Advisory
Amit Yadav
Senior Associate
IT
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
Wealth Advisory
Toshiv Mata
Analyst
Research