Passionately committed to growing your wealth with unwavering trust and integrity.
Jaydev has over 20 years of experience, specialising in portfolio construction across Fixed Income, Equities, and Derivatives. He has held positions at Standard Chartered, Rak Bank, and HSBC, and holds the CFA designation.
His interests include technical indicators, investment strategies, financial planning, and AI.
Krishna, with over 20 years in financial services, specialises in Finance and Investment and is nearly a qualified actuary. He has extensive experience in Wealth Management and previously led Wealth and Asset Management at SBM Group in Mauritius.
His expertise spans Research, Product Design, Portfolio Management, Multi-Asset Class Proficiency, and ESG. He holds a Bachelor of Business Science in Actuarial Science from the University of Cape Town and has pursued postgraduate studies in several related fields.
Amit has 16+ years of experience managing portfolios for HNWIs and institutional clients across equities, debt, mutual funds, derivatives, and private equity. He has held key roles at ICICI Bank, Kotak Mahindra Bank, and Multi-Family Offices in DIFC, Dubai, specialising in wealth management and strategic investment planning.
Passionate about market trends and portfolio optimisation, Amit crafts tailored strategies to drive growth and confidence in a dynamic market.
With over 20 years of experience in the financial sector of the Middle East, Shalini has developed a career in Swiss private banking and insurance, in addition to her roles at a leading national bank. Her proficiency lies in designing customised portfolios for high-net-worth individuals and institutions, merging precision with strategic insight across fixed income, equities, and alternative investments.
Shalini holds a Master’s degree from the University of Wales, Cardiff, which provides her with a global perspective and extensive regional expertise.
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.
Rohit is a Chartered Accountant and an All-India Rank holder with more than 15 years of professional experience in cross-border investments and regulatory affairs. He possesses extensive expertise in fund structuring and has collaborated closely with global asset managers and Foreign Portfolio Investors (FPIs) to develop and implement market access solutions. Prior to this, he served at a leading U.S.-based global bank, where he specialized in designing investment structures and addressing complex regulatory challenges.
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.
Amruta is currently pursuing Chartered Accountancy (CA Final – Group 1 cleared) and has over four years of experience in fund accounting and investment operations across hedge funds, private equity, and corporate compliance services. She has worked with diverse investment structures, ensuring operational efficiency and adherence to regulatory standards in complex financial settings. She possesses strong expertise in financial statement preparation and reporting in accordance with US GAAP and IFRS frameworks.
Jaydev has over 20 years of experience, specialising in portfolio construction across Fixed Income, Equities, and Derivatives. He has held positions at Standard Chartered, Rak Bank, and HSBC, and holds the CFA designation.
His interests include technical indicators, investment strategies, financial planning, and AI.
Krishna, with over 20 years in financial services, specialises in Finance and Investment and is nearly a qualified actuary. He has extensive experience in Wealth Management and previously led Wealth and Asset Management at SBM Group in Mauritius.
His expertise spans Research, Product Design, Portfolio Management, Multi-Asset Class Proficiency, and ESG. He holds a Bachelor of Business Science in Actuarial Science from the University of Cape Town and has pursued postgraduate studies in several related fields.
Amit has 16+ years of experience managing portfolios for HNWIs and institutional clients across equities, debt, mutual funds, derivatives, and private equity. He has held key roles at ICICI Bank, Kotak Mahindra Bank, and Multi-Family Offices in DIFC, Dubai, specialising in wealth management and strategic investment planning.
Passionate about market trends and portfolio optimisation, Amit crafts tailored strategies to drive growth and confidence in a dynamic market.
With over 20 years of experience in the financial sector of the Middle East, Shalini has developed a career in Swiss private banking and insurance, in addition to her roles at a leading national bank. Her proficiency lies in designing customised portfolios for high-net-worth individuals and institutions, merging precision with strategic insight across fixed income, equities, and alternative investments.
Shalini holds a Master’s degree from the University of Wales, Cardiff, which provides her with a global perspective and extensive regional expertise.
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.
Rohit is a Chartered Accountant and an All-India Rank holder with more than 15 years of professional experience in cross-border investments and regulatory affairs. He possesses extensive expertise in fund structuring and has collaborated closely with global asset managers and Foreign Portfolio Investors (FPIs) to develop and implement market access solutions. Prior to this, he served at a leading U.S.-based global bank, where he specialized in designing investment structures and addressing complex regulatory challenges.
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.
Amruta is currently pursuing Chartered Accountancy (CA Final – Group 1 cleared) and has over four years of experience in fund accounting and investment operations across hedge funds, private equity, and corporate compliance services. She has worked with diverse investment structures, ensuring operational efficiency and adherence to regulatory standards in complex financial settings. She possesses strong expertise in financial statement preparation and reporting in accordance with US GAAP and IFRS frameworks.
