Capital Appreciation - Optimiser Small Cap Portfolio

M.Com (Pune University), Associate Chartered Accountant, CFP (Certified Financial Planner). Part of the team since June 2001 and working with Wealth Managers since December 2003. Completed Articleship with Kirtane & Pandit Chartered Accountants, Pune.

B.Com (Pune University), LLB, Fellow Chartered Accountant, CFP (Certified Financial Planner). Accounting & Taxation practice from June 1982 to December 1991; Investments Advisory & Financial Consultancy from December 1991. Co-founder and acknowledged as a leading and respected investment professional in Pune with extensive experience and in-depth knowledge of Indian securities markets, having individually worked as a stockbroker for over 10 years.

Fellow Chartered Accountant (The Institute of Chartered Accountants of India). Co-founder of Wealth Managers (India) Pvt Ltd and acknowledged as a leading and respected investment professional in Pune with extensive experience and in-depth knowledge of Indian securities markets, having individually worked as a stockbroker for over 10 years.

M.Com (Pune University), ACA (Associate Chartered Accountant), CFA, CFP (Certified Financial Planner). Associated with Wealth Managers since December 2003. Completed Articleship with A.H. Joshi & Co, Pune. Heads the Investment Advisory practice focused on serving Family Offices and Ultra HNI clients with customised, research-based, non-conflicting investment advice.