Our Team
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Anant Ramola
Director
Anant Ramola is a financial professional with over 23 years of experience in wealth management and financial planning. An alumnus of IIM Calcutta and ICFAI Mumbai, he also holds an international certification in wealth management from Moody’s Analytics. Known for his client-first approach and strategic insight, Anant blends deep industry knowledge with a commitment to helping clients build and preserve wealth across generations.
Dhananjay Kumar
Director
Dhananjay is a seasoned professional with over 19 years of experience in wealth management, financial planning, and business development. He is an IIM Lucknow alumnus, along with a certification in International Wealth Management from Moody’s Analytics. Driven by a passion for helping individuals and organizations achieve their financial goals, Dhananjay is committed to delivering personalized strategies and innovative solutions. He upholds the highest standards of excellence and integrity, serving as a trusted partner in navigating the complexities of wealth management.
Ashwin V. Bhalerao
Associate Vice-President
Ashwin Bhalerao is a finance professional with expertise in investment banking, asset management, and fintech. An alumnus of IIM Lucknow and Pune University, he also holds certifications in equity research, corporate finance, and blockchain technologies. Known for his analytical mindset and multidisciplinary background, Ashwin blends technical acumen with strategic insight to craft client-focused financial solutions. His leadership in academics, national-level sports, and innovation reflects a deep commitment to excellence and long-term value creation.
Jane Doe
Designer
