Sachin Ekbote
Chief Planner & Value Investor
Sachin has 17 years experience and specializes in financial advisory to High Networth Individuals, Ultra High Networth Individuals and to Small & Medium enterprises. He has worked at different positions in local & MNC’s during his corporate stint. Sachin holds a Masters degree in computer management. Got his initial investing lessons from his banker dad at a very early age and then he decided to follow his passion of investing. An ardent follower of warren buffet and his investing style Value Investing.
He is a registered visiting faculty at the Pune university teaching capital markets, derivatives and value investing.
Smita Dange
Head-Client Acquisition & Servicing
Smita is an engineer and holds a management degree in marketing as well. Along with client acquisition and servicing, She heads the financial planning campaign for women. Has worked in local and MNC’s in client servicing having a rich experience of 10 years. She loves interacting and connecting with people. She is an extremely positive, dedicated and a go-getter.
R Shriram
Senior Research Analyst
R Shriram holds a management degree in finance and has worked with hedge funds in research. He is hands on with excel and data modeling. He is in charge of equities and mutual funds research & analysis.
Ratnesh Chandel
Sr. Consulting Partner
An CA having 9 years of experience in corporate finance and treasury advisory for SME’s.His last stint was with Price Water Cooper(PWC). During his professional career he has successfully completed various types of Assignments in the field of Assurance and Treasury Advisory for listed companies on the BSE & NSE
Abhishek Kothari
Sr. Consulting Partner
An CA having 9 years of experience in personal and corporate taxation . His last stint was with Price Water Cooper(PWC). During his professional career he has successfully completed various types of Assignment in the field of Taxation and Treasury Advisory for listed companies on the BSE & NSE. He specializes in personal taxation and GST.