Sumit is a Chartered Accountant (rank holder in all the 3 stages), a Licentiate Company Secretary (Western India topper), and holds PGDBM from IIM Bangalore (major in Finance and Strategy). Before launching this firm, Sumit worked for two years as executive assistant to the Chairman, Enam Securities and learned, inter alia, intricacies of business and equity analysis. Including Enam, he has over 12 years of work experience in sector leading companies– namely Hindustan Unilever Ltd. , JP Morgan and PwC, and, over 9 years of experience in managing money professionally.
Surbhi is a Chartered Accountant and holds a Bachelor of Commerce (Hons.) from Jaipur University. She has worked with reputed CA firms in Mumbai including N M Raiji & Co. and SSPA & Co. Her specialisation at these firms was research, financial modelling and valuation. In her current role, she is responsible for ideation, research, financial modelling and quarterly maintenance of valuation models. She has 9 years of work experience.
Saloni is a Chartered Accountant (single digit ranks in all the 3 stages) and holds a Bachelor of Commerce from Indore University. She has worked as an articled assistant in M/s Arora Banthia and Tulsiyan, Indore. There, her responsibilities included handling audit and taxation assignments of clients under diverse industries including stock broking, financial services, real estate, auto dealerships and educational institutes. An avid debater, Commerce Olympiad winner and ex-head girl of her school, Saloni has joined our team as an Analyst.
Sachin holds an MBA from DAVV Indore and has 29 years of experience in finance and accounts. He also handles external vendors including custodian, fund accountants and brokers
Mukta hold BA from Sagar University and has 20 years of experience in operations and compliance. She handles client onboarding, regulatory compliances and banking.
Sanjana hold BA from Rewa Univeristy and has has 15 years of experience in office administration and customer relationship management.