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Your Partners in Wealth Management

Shruti Bangera

Founder & CEO

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Shruti has done Post Graduate Diploma in Business Administration (Majors in Finance) and has been in the private banking industry for more than 15 years and has worked with Kotak, IIFLW, Barclays, JM Financial and managed Investments of Marquee UHNW clients working on their onshore and offshore Portfolio.

Anshul Lunawat

Co-Founder & Director

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Anshul is a Chartered Accountant and Pursing level 3 CFA (USA) and has 7 years of work experience handling family investment portfolio and Taxation matters. He has worked in a Merchant Banking Company (Pantomath Advisors) and a boutique Wealth Management  Company handling clients into varied industries.

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