The people behind the portfolio.
Two decades in wealth management across ICICI Bank, JM Financial and Edelweiss/Nuvama. In his last role, Managing Partner and Head of the West 1 region at Nuvama Private, leading a team of 45+ professionals with significant AUM. Passionate about capital markets, a movie buff and an avid student of business history. MBA, Pune University.
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Over 25 years in UHNI wealth management, capital markets and financial structuring. Executive Director at Kotak Private; senior roles at Edelweiss/Nuvama; ECM, Institutional Equities and Investment Banking at Merrill Lynch (India & Hong Kong) and Citigroup. He believes trust and enduring relationships are the cornerstone of wealth. MBA, University of Exeter (UK).
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Over 36 years in financial services spanning wealth management, banking and broking. He has worked with ICICI Bank and the Aditya Birla group, and spent 17 years at Axis Bank, setting up wealth management for the West Zone before moving on to retail banking. MBA, NMIMS.
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20+ years across equity markets and real estate, with active market exposure since 2001 in small- and mid-caps. Award-winning residential and commercial projects across Pune and PCMC. A bottom-up researcher who hunts long-term opportunities. MBA (Marketing) and BE (Mechanical), Pune University; 50 marathons and counting.
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Over nine years in wealth management. Most recently Senior Vice President at JM Financial, working with HNI, UHNI and family-office clients and distributing niche, bespoke opportunities. Earlier roles at InCred Wealth, Avendus Wealth and IIFL Investment Managers. Part of Palette’s core management and strategy team.
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20+ years in financial services across direct equity, unlisted equity, mutual funds, insurance, lending and process automation. A former co-founder and COO who builds strong foundations and drives regulatory excellence. B.Com, Mumbai University. Amateur photographer and trekking enthusiast.
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