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Team

Vineet Jain
Managing Partner

Vineet Jain is an MBA and a NSE Certified Market Professional. Vineet has an industry experience of over 20 years in Capital Market and Commercial Banking. He has built specialization in providing financial services to UHNI’s & Institutions. He brings on table rich experience in Investments, and Currency Risk Management. Prior to starting the venture, he was working with Morgan Stanley as a Private Wealth Advisor and prior to that he was AVP, CitiGold Select Banker at CitiBank NA. He has worked with ICICI Bank during the first half of his career getting cross functional exposure across financial market spectrum.

Amit Kumar Agarwal
Vice President

Amit heads the corporate desk, a seasoned banker with over 20 years of work experience with reputed domestic and MNC Bank. Last he was working with Morgan Stanley as Senior Vice President and was offering integrated financial services to HNIs and Corporates. Amit has rich expertise and executed various lending deals. He enjoys great reputation with various promoters in Delhi NCR and has managed large asset book with great proficiency.

Mehul Gupta
Vice President

Mehul is responsible for the Private Client Group. A management graduate with 20 years of experience across Banking, Financial services and Digital. Having worked with a cross section of Industry verticals and clients, he has a good understanding of the client requirements, which is key for providing services to them. As part of the Digital ecosystem Mehul worked with Start-ups and SME’s and helped them with investment as well Funding services.