Company Profile
- A pioneer and award winning* private wealth solution provider and retail distributor of mutual funds and other investment solutions.
- A leading institutional and retail brokerage
- A merchant banker engaged in M&A advisory, private placements etc.
- A Research Analyst and Portfolio Manager**
** Business yet to commence
Vision , Mission & Core Values
Meet The Board
Nikunj Pachisia
A Bachelor of Business Administration (BBA) from George Washington University, USA, he carries 13 years’ experience in financial markets and investment banking. He is currently serving as President at Entrepreneurs’ Organisation, South Asia Bridge Chapter and is actively involved with CII Young Indians.
Anil Shukla
Mr. Anil Shukla, is a FCA and FICWA, he carries 30 years’ experience in accounting, finance, commercial, taxation, banking, treasury management and operations in manufacturing and service industry. He has been serving the Company for 12 years as Chief Financial Officer and Compliance Officer in Stock Broking, Depository Services, Merchant Banking and Research Operations of the Company. He is actively engaged in budgeting, accounts, finance, taxation, banking, treasury management and back office operations of the Company.
Manju Pachisia
An AFP (Associate Financial Planner) and an IRDA certified Insurance Advisor she is a certified psychological counsellor, neuro-linguistic practitioner and coach.
Ravi Todi
A Commerce Graduate and entrepreneur, he is Co-promoter of Shrachi Group having interest in agricultural equipment, EPC and real estate. He has held/holds leadership positions in leading business and sports organisations.
Santanu Ray
A Management Educator & Consultant with focussed concentration on research & publications, he is a B.Com, FCA, carrying long years’ experience as a corporate professional and academician. With specialisation in Financial Management and Strategic Management, he has held/holds leadership roles at management institutions.
Paritosh Sinha
He is an eminent lawyer with a vast experience in general practice in civil, commercial, constitutional, corporate laws and Commercial Arbitration at Calcutta High Court and Supreme Court of India. He is an Advocate on Record for the Government of West Bengal since 2011 and nominated as Executive Committee Member of “Indian Law Institute”, Eastern India, by the Chief Justice of India.
Saurabh Sonthalia
A CA and PGDM (IIM-A), he carries 25 years; experience and strong relationships in Indian Financial Markets with a deep understanding of Indian Economy, financial markets, asset management, investment banking and private equity investing in real estate and hospitality sectors. Having strong skills in financial structuring, he has introduced many innovations and firsts. He has served in leadership roles at DSP Merrill Lynch, AIG Asset Management, Bank of America Merrill Lynch, etc. Now he is a Corporate Advisor.
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