Chanakya Wealth Creation Plan

Chetan Pandya (FRM) is a Director and Portfolio Manager at TrustPlutus with 25+ years across investments and banking. He has led strategic roles in Investment Advisory, Institutional Sales, Product Strategy, and Asset Allocation. His earlier stints with RBS, Motilal Oswal, Kotak Bank, and ICICI Bank shaped a deep understanding of markets, client behaviour, and portfolio construction. Since 2014, he has been leading the Advisory practice at TrustPlutus, serving families, family offices, and enterprises. He was ranked among the Top 3 Financial Planners in Asia by PlanPlus (2016). He holds an MBA in Finance and is a Certified Financial Risk Manager (FRM).

Utpal Sheth is the Chairman and Chief Mentor of TrustPlutus and the driving force behind the Trust Group. He is the CEO of Rare Enterprises, the asset management arm of late investor Rakesh Jhunjhunwala. He was a former Director of Insight Asset Management (India) Pvt. Ltd. — an equity research and portfolio advisory firm — and HRS Insight Financial Intermediaries Pvt. Ltd. (a broking firm). He was also a former Principal Relationship Manager of Investment Banking with Enam Financial Consultants Pvt. Ltd. He is a Cost Accountant and CFA (ICFAI, India).

Nipa Sheth is a Promoter Director of the Trust Group and TrustPlutus. She expanded the Trust Group from being a distribution house of Debt Products in 2001 into a full-fledged investment bank providing services across Origination, Intermediation, Advisory, Fund Management, and Distribution. She is a Chartered Accountant and CFA (ICFAI, India).

Sameer Kaul is the MD & CEO and Principal Officer of TrustPlutus / Trust Investment Advisors Pvt. Ltd. He spent 23 years at Citibank in various roles across the consumer and institutional bank — including Operations, product management for investment products, setting up the insurance distribution business, running the Mortgage business, and heading the retail branch network for Citi in India (wealth management and commercial banking). In his last stint at Citi, Sameer ran the Private Bank — the ultra-high-net-worth practice providing coverage to clients across wealth management and financing. He holds a Bachelor's degree in Economics from the University of Delhi and an MBA (concentration in Marketing and Finance) from the University of Illinois at Urbana-Champaign, USA. Contact: sameer.kaul@trustplutus.com, +91 22 6274 6078.

Vishal Chandiramani (CFA, CFP) is the COO of TrustPlutus, having led the Products business unit since November 2013. He brings over two decades of experience in financial services and consulting across sales, investment advisory, portfolio management, and research. Earlier in his career he held roles at Religare Macquarie Wealth Management, ASK Wealth Advisors, and McKinsey & Company. He holds an MBA from SP Jain Center of Management (Dubai/Singapore) and is accredited as a Chartered Financial Analyst (CFA Institute, USA) and Certified Financial Planner (FPSB, India).

Jayeeta Sen is a Managing Partner at TrustPlutus, part of the UHNI private banking practice since November 2010. She is a seasoned private banker with over two decades of diversified experience spanning wealth management, asset management, insurance, and family-office advisory. Her career includes tenures at DSP Merrill Lynch, Birla Sun Life Distribution, and Aviva Life Insurance. She holds an MBA from ICFAI, Hyderabad, and an advanced two-year MBA from INSEAD, France.

Satwick Tandon is a Managing Partner at TrustPlutus, responsible for Wealth Management in Mumbai. He has over two decades of Private Banking and Capital Markets experience in financial planning, investment strategy, and portfolio management. He previously served as Market Director & Head of Investment Advisory at DSP Merrill Lynch Wealth Management and as Executive Director and Head of International at Sanctum Wealth Management (ex-RBS Coutts Private Banking business in India). He holds a B.Tech from IIT Bombay and a PGP from IIM Lucknow.

Anisha Chopra has over two decades of Private Banking experience, of which 17 years were with Citi. Prior to Citi, she was with Bank of America's Corporate Banking team. Her expertise covers Structuring, Investment Management, and Capital Markets. She holds a BA (Economics) from SRCC Delhi and an MBA from the International Management Institute (IMI), Delhi.

Naushil Shah is the Head of Research at TrustPlutus Wealth since April 2014, with over two decades of experience across sell-side and buy-side roles. He began as an equity analyst covering IT and Telecom, then transitioned into investment advisory and portfolio management. His career includes analytical and leadership roles at Anand Rathi Share & Stock Brokers, Karvy Stock Broking, and Sunidhi Securities & Finance. He holds an MBA from Jamnalal Bajaj Institute of Management Studies (JBIMS), Mumbai.

Dipanjan Chowdhury (CFP) has over 17 years of experience in Banking and Wealth Management, with core competence in client engagement and Wealth Advisory for HNI clients. Prior to TrustPlutus, he was at RBS N.V. handling HNI clients. He holds an Engineering degree from Bangalore University and an MBA from IISWBM Kolkata. He is a Certified Financial Planner (FPSB, India).

Hitesh Teckwani (CFP) has over 20 years of experience in Wealth Management across NRI Business, Branch Banking, and Insurance. Prior to TrustPlutus, he was at RBS N.V., ABN AMRO Bank, Tata AIG, and HDFC Standard Life Insurance. He holds a Post Graduate degree in Marketing Management from Tolani Institute of Management Studies and is a Certified Financial Planner (FPSB, India).

Vaishali Lale covers the Pune region at TrustPlutus. Prior to joining, she was VP at Wealth Advisors India Pvt. Ltd., responsible for corporate wealth management across Maharashtra. She has been instrumental in setting up the Private Banking business in Pune. Earlier she was with HDFC Bank, Aptech Limited, and Sea Consortium (UK) Pvt Ltd, Singapore. She holds an MSc (BioChemistry) from G.S. Medical College, Mumbai University.

Rishi Tiwari has over two decades of experience in private banking and investment banking. Prior to TrustPlutus, he was with ICICI Securities, and earlier with HDFC Bank, Bank Sarasin, Merrill Lynch, and Standard Chartered. He holds an MBA (Marketing) from FMS, Delhi University (2004).

Reshma Sawant has over 15 years of experience in Financial and Accounting functions. Prior to TrustPlutus, she was with Axis Private Equity Limited, a wholly-owned subsidiary of Axis Bank. She holds a BCom degree and an MBA in Finance from Welingkar Institute of Management.

Khanika Anand has over 15 years of experience in the HR function. Prior to TrustPlutus, she was with Star India and Cadbury India Pvt. Ltd. She holds a Post Graduate degree in Human Resources from NMIMS, Mumbai.

Ms. Soumya Mahajan is the Compliance Officer at TrustPlutus. She has prior experience in regulatory and secretarial compliances for private and listed organisations, including contract drafting and getting a PSU listed on NSE and BSE. She holds a CS qualification (ICSI 2021), LLB (2019), and BBA from Panjab University (2016). Contact: jyotsna.dudye@trustplutus.com, +91 22 6274 6022.