RetireWell Flexicap Dynamic Portfolio

A veteran in asset management with 30 years of experience, including roles as Head - Fixed Income at HDFC Mutual Fund and Director & CEO at NJ Mutual Fund. He has built and scaled successful asset management businesses, pioneered innovative portfolio management solutions, and built high-performance teams. Signature Achievement: Transforming traditional asset management models into scalable, technology-driven operations.

Brings over 13 years of transaction excellence and fintech innovation, including roles as Senior Manager - Equity Investments at ITI Mutual Fund and EMSX Specialist at Bloomberg LP. Delivers expertise in trading systems, technology-driven transaction processing, and seamless execution. Innovation Focus: Merging traditional financial expertise with modern technology solutions.

A Fellow Chartered Accountant with strong expertise in financial reporting, strategic budgeting, risk, and compliance within asset and wealth management. Specializes in treasury management, GST and indirect taxation, and technology-led process efficiency. Signature Focus: Driving financial discipline and governance excellence through strategic insight and process efficiency.

A qualified Company Secretary with a Post Graduate Diploma in Securities Law and over 10 years of experience in financial services compliance. Has led compliance for SEBI-registered advisory and research platforms with expertise in regulatory frameworks, governance, policy formulation, and filings. Signature Focus: Designing robust, regulator-ready compliance frameworks.

Brings over 18 years of experience in financial services across operations, fund administration, and client servicing. Previously served as Head – Operations at ITI Asset Management Company. Holds a Bachelor’s degree in Commerce from M.S. University and an MBA in Finance from Bharathiar University. Signature Focus: Building disciplined, scalable operations that support institutional-grade investment platforms.