Sumit Sarda

Portfolio Manager

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 17 years of work experience in sector leading companies– namely Hindustan Unilever Ltd. , JP Morgan and PwC, and, over 12 years of experience in managing money professionally.

Surbhi Kabra

Research Analyst

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 14 years of work experience.

Punit Patni


Punit is a Chartered Accountant and has passed all the levels of CFA (USA). He has an experience in the field of Equity Research with a renowned brokerage house where he was responsible for preparing research reports on various Indian companies, tracking primary markets, and writing research-related articles that have been published on websites like The Economic Times, Live Mint, Moneycontrol, and Financial Express.

Arpit Parmar

VP – Finance and Legal

Arpit is a Chartered Accountant and holds a Bachelor of Commerce from Indore DAVV University. He has an experience in FP&A and worked as a Client Financial Manager with Accenture; there he was responsible for accounting, forecasting, budgeting & conducting month-end analysis. He is an avid reader having skills in areas related to Legal, Compliance and Accounting.

Sachin Srivastava

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 Mungre

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.