Our Leadership

Rajesh Mehta

Founder & CIO

With 25+ years in private banking, Rajesh oversees the firm's investment philosophy. He previously led the wealth division at a major multinational bank in Mumbai.

Priya Desai

Head of Estate Planning

A lawyer and CA by training, Priya specializes in succession laws and trust formation. She has structured over ₹1000 Cr in legacy assets for business families.

Amit Singhania

Senior Tax Advisor

Amit brings deep expertise in domestic and international taxation. He advises clients on cross-border investments and tax-efficient corporate restructuring.

Vikram Oberoi

Portfolio Manager, CFA

Vikram leads the research team, specializing in equity valuation and alternative investments. He is responsible for tactical asset allocation strategies.