Passionately committed to growing your wealth with unwavering trust and integrity.
Jaydev brings over 20 years of experience in portfolio construction across Fixed Income, Equities, and Derivatives. He has held senior leadership roles at Standard Chartered, RAK Bank, and HSBC.
A CFA charterholder, he specializes in investment strategy, financial planning, and technical analysis, with a strong interest in leveraging AI for data-driven decision-making and long-term portfolio performance.
Rohit is a Chartered Accountant and All-India Rank holder with over 18 years of experience in cross-border investments and regulatory engagement. He has deep expertise in fund structuring and global capital flows.
He has worked extensively with international asset managers and Foreign Portfolio Investors, including 16 years at Citibank India, and two years as CEO of Dovetail’s Funds Business. His strong understanding of India’s regulatory ecosystem enables him to effectively bridge global capital with domestic opportunities.
Priya brings over 14 years of professional experience across Anti-Money Laundering (AML), Know Your Customer (KYC), Compliance, Operational Risk Management, Banking Operations, and Project Management. She has previously held regional roles overseeing compliance risk at leading multinational banks, including Citibank and Standard Chartered.
Amit brings over 16 years of experience managing portfolios for HNWIs and institutional clients. His professional background includes roles at ICICI Bank, Kotak Mahindra Bank, and Multi-Family Offices in Dubai International Financial Centre.
He specializes in equities, debt, mutual funds, derivatives, and private equity, delivering customized investment strategies focused on risk management and long-term wealth creation.
Shazib is a DFSA and ADGM Authorised Finance Officer and a Fellow of the ACCA, with over a decade of experience in finance, accounting, and audit. He has worked across diverse industries and international markets – including the UAE, Bahrain, Saudi Arabia, and Pakistan – and brings specialised expertise in regulatory compliance within major financial jurisdictions.
Bhavika brings over five years of Big Four experience in financial assurance and fund operations. At Ernst & Young, she managed financial reporting for large Real Estate and Private Equity portfolios exceeding $10 billion.
She specializes in investment valuation, NAV reconciliation, capital activity monitoring, and due diligence, and works closely with stakeholders to evaluate opportunities, strengthen partnerships, and support disciplined portfolio oversight and strategic asset management.
Jaydev brings over 20 years of experience in portfolio construction across Fixed Income, Equities, and Derivatives. He has held senior leadership roles at Standard Chartered, RAK Bank, and HSBC.
A CFA charterholder, he specializes in investment strategy, financial planning, and technical analysis, with a strong interest in leveraging AI for data-driven decision-making and long-term portfolio performance.
Rohit is a Chartered Accountant and All-India Rank holder with over 18 years of experience in cross-border investments and regulatory engagement. He has deep expertise in fund structuring and global capital flows.
He has worked extensively with international asset managers and Foreign Portfolio Investors, including 16 years at Citibank India, and two years as CEO of Dovetail’s Funds Business. His strong understanding of India’s regulatory ecosystem enables him to effectively bridge global capital with domestic opportunities.
Priya brings over 14 years of professional experience across Anti-Money Laundering (AML), Know Your Customer (KYC), Compliance, Operational Risk Management, Banking Operations, and Project Management. She has previously held regional roles overseeing compliance risk at leading multinational banks, including Citibank and Standard Chartered.
Amit brings over 16 years of experience managing portfolios for HNWIs and institutional clients. His professional background includes roles at ICICI Bank, Kotak Mahindra Bank, and Multi-Family Offices in Dubai International Financial Centre.
He specializes in equities, debt, mutual funds, derivatives, and private equity, delivering customized investment strategies focused on risk management and long-term wealth creation.
Shazib is a DFSA and ADGM Authorised Finance Officer and a Fellow of the ACCA, with over a decade of experience in finance, accounting, and audit. He has worked across diverse industries and international markets – including the UAE, Bahrain, Saudi Arabia, and Pakistan – and brings specialised expertise in regulatory compliance within major financial jurisdictions.
Bhavika brings over five years of Big Four experience in financial assurance and fund operations. At Ernst & Young, she managed financial reporting for large Real Estate and Private Equity portfolios exceeding $10 billion.
She specializes in investment valuation, NAV reconciliation, capital activity monitoring, and due diligence, and works closely with stakeholders to evaluate opportunities, strengthen partnerships, and support disciplined portfolio oversight and strategic asset management.
