Kuldeep is a seasoned wealth management professional with over two decades of experience, having worked at ICICI Bank (2 years) , JM Financial (5 years), and Edelweiss/Nuvama (13 years). In his last role as Managing Partner and Head of the West 1 region at Nuvama Private, he led a team of 45+ professionals, managing significant AUM and revenue contributions. Passionate about capital markets, he is also a movie buff and an avid student of business history.
An MBA graduate from Pune University (2004), he is happily married with one son.
Kuldeep is a seasoned wealth management professional with over two decades of experience, having worked at ICICI Bank (2 years) , JM Financial (5 years), and Edelweiss/Nuvama (13 years). In his last role as Managing Partner and Head of the West 1 region at Nuvama Private, he led a team of 45+ professionals, managing significant AUM and revenue contributions. Passionate about capital markets, he is also a movie buff and an avid student of business history.
An MBA graduate from Pune University (2004), he is happily married with one son.
With over 25 years in UHNI wealth management, capital markets, and financial structuring, Chandresh has led bespoke investment strategies across top institutions. He served as Executive Director at Kotak Private, held senior roles at Edelweiss/Nuvama, and worked in ECM, Institutional Equities, and Investment Banking at Merrill Lynch (India & Hong Kong) and Citigroup (India). He firmly believes that trust and enduring relationships are the cornerstone of wealth management, built through integrity, market foresight, and a client-first approach.
An MBA from the University of Exeter (UK) and is passionate about global markets, travel, and trying diverse cuisines. He is happily married with a daughter.
With over 25 years in UHNI wealth management, capital markets, and financial structuring, Chandresh has led bespoke investment strategies across top institutions. He served as Executive Director at Kotak Private, held senior roles at Edelweiss/Nuvama, and worked in ECM, Institutional Equities, and Investment Banking at Merrill Lynch (India & Hong Kong) and Citigroup (India). He firmly believes that trust and enduring relationships are the cornerstone of wealth management, built through integrity, market foresight, and a client-first approach.
An MBA from the University of Exeter (UK) and is passionate about global markets, travel, and trying diverse cuisines. He is happily married with a daughter.
Prajyot is a seasoned professional with 20+ years in financial services, He has led operations across Direct Equity, Unlisted Equity, Mutual Funds, Insurance, Lending, and Process Automation. A former Co-Founder and COO, he excels in building strong foundations, driving innovation, and ensuring regulatory excellence.
A BCom graduate from Mumbai University. Outside work, he’s an amateur photographer, avid reader and trekking enthusiast, always seeking new horizons and fresh perspectives.
Prajyot is a seasoned professional with 20+ years in financial services, He has led operations across Direct Equity, Unlisted Equity, Mutual Funds, Insurance, Lending, and Process Automation. A former Co-Founder and COO, he excels in building strong foundations, driving innovation, and ensuring regulatory excellence.
A BCom graduate from Mumbai University. Outside work, he’s an amateur photographer, avid reader and trekking enthusiast, always seeking new horizons and fresh perspectives.
Sachin Parmar is a seasoned professional with 20+ years in Equity Markets and Real Estate. He has led Residential and Commercial projects in Pune and PCMC, with active Stock Market exposure since 2001 focusing on small caps and midcaps.
His achievements include media recognition and awards for Best Residential Project (ET Now, 2018) and Residential Tower (Times Group, 2019). He excels in fundamental research, financial understanding and identifying long-term opportunities through bottom-up analysis.
An MBA in Marketing and BE in Mechanical Engineering from Pune University. Outside work, he’s a marathoner and cycling enthusiast with 50 marathons completed, always seeking new challenges and perspectives.
Sachin Parmar is a seasoned professional with 20+ years in Equity Markets and Real Estate. He has led Residential and Commercial projects in Pune and PCMC, with active Stock Market exposure since 2001 focusing on small caps and midcaps.
His achievements include media recognition and awards for Best Residential Project (ET Now, 2018) and Residential Tower (Times Group, 2019). He excels in fundamental research, financial understanding and identifying long-term opportunities through bottom-up analysis.
An MBA in Marketing and BE in Mechanical Engineering from Pune University. Outside work, he’s a marathoner and cycling enthusiast with 50 marathons completed, always seeking new challenges and perspectives.
Sreekumar is a seasoned professional with over 36 years of experience in Financial Services spread across Wealth Management, Banking and Broking. He has worked in institutions like ICICI Bank, Aditya Birla group. In his last assignment with Axis Bank where over 17 years he set up Wealth Management for West Zone and then moved on to Retail Banking.
An MBA from NMIMS and is passionate about reading and travel .He is happily married with a daughter and son
Sreekumar is a seasoned professional with over 36 years of experience in Financial Services spread across Wealth Management, Banking and Broking. He has worked in institutions like ICICI Bank, Aditya Birla group. In his last assignment with Axis Bank where over 17 years he set up Wealth Management for West Zone and then moved on to Retail Banking.
An MBA from NMIMS and is passionate about reading and travel .He is happily married with a daughter and son
