MEET OUR TEAM

Board of Directors

CEO of Rare Enterprises, Asset Management arm of Rakesh Jhunjhunwala

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.

Former Principal Relationship Manager of Investment Banking with Enam Financial Consultants Pvt. Ltd. Cost Accountant and CFA , ICFAI, India

Nipa Sheth

Director

Promoter Director of Trust Group

Expanded Trust Group from being a distribution house of Debt Products in 2001 to a full fledged investment bank providing services across Origination, Intermediation, Advisory and Fund Management and Distribution.

Chartered Accountant and CFA, ICFAI, India

Sameer has spent 23 years working with Citibank in various roles across the consumer and institutional bank.

He has had experience in Operations, has run the product management function for investment products, set up the insurance distribution business for the bank, ran the Mortgage business and was the head of the retail branch network for Citi in India covering wealth management and commercial banking products.

In his last stint at Citi, Sameer ran the Private Bank which is the ultra high net worth practice providing coverage to clients across their wealth management and financing needs.

Sameer has a Bachelors Degree in Economics from the University of Delhi and has done his MBA with concentration in Marketing and Finance from the University of Illinois at Urbana Champaign, USA.

Central Office Team

Chetan has over 20 years of experience in Banking and Finance Industry. He has successfully handled assignments in Wealth Management, Transaction Banking, Retail Distribution & Institutional Sales, having a versatile functional experience of Investment Advisory, Institutional Sales, Product & Strategy role.

Prior to joining Trustplutus, Chetan was with RBS N.V., where he was working in the capacity of Investment Head (South). Prior to RBS N.V., he was associated with organizations like ICICI Bank, Kotak Mahindra Bank, Jayant Sanghvi Enterprises & Motilal Oswal Securities Ltd.

Chetan has done his MBA in Finance from Bhavnagar University. He has done Financial Risk Manager Certified Course by Global Association of Risk Professional, New York.

Vishal Chandiramani, CFA CFP

Products & Family Office Solutions

Vishal has over 15 years of experience in Financial Services and Consulting. Vishal has handled assignments in sales, investment advisory and portfolio management and has also worked as a research analyst.

Prior to joining TrustPlutus, Vishal has worked with Religare Macquarie Wealth Management Ltd., ASK Wealth Advisors Pvt. Ltd. and McKinsey & Company.

Vishal is an MBA from SP Jain Center of Management, Dubai/Singapore. Vishal is also a Chartered Financial Analyst from the CFA Institute, USA and a Certified Financial Planner from FPSB, India.

Suresh has over 18 years of experience in the financial services Operations domain comprising Registrars and Transfer Agents (RTAs), Distributors & Wealth Management Houses. He is instrumental in IT Implementations for Wealth Houses.

Prior to joining TrustPlutus, Suresh has worked with Tata Capital Financial Services Ltd., Karvy Computershare Pvt. Ltd., Deutsche Investor Services Private Limited, CAMS, etc.,

Suresh is a Commerce graduate, an MFM (Financial Management) from Pondicherry University.

Reshma has over 10 years of experience in Financial and Accounting functions across leading organizations.

Prior to joining TrustPlutus, Reshma was associated with Axis Private Equity Limited, a fully- owned subsidiary of Axis Bank

Reshma is a Commerce Graduate, an MBA - Finance from Welingkar Institute of Management Development and Research.

Deepak has 28 years of work experience in the field of Banking Operations, Audit, and Credit Management.

Prior to joining TrustPlutus, Deepak was associated with Punjab National Bank.

Deepak is a Commerce graduate from Mumbai University and holds a Post Graduate degree as Certified Associate of Indian Institute of Bankers.

Khanika Anand has over fifteen years of experience in the HR function.

Prior to joining TrustPlutus, Khanika was associated with Star India and Cadbury India Pvt. Ltd.

Khanika has post graduate degree in Human Resources from NMIMS, Mumbai.

Client Coverage

Prior to joining TrustPlutus, Vineet was associated with Citibank where he was Director- private banking responsible for West, South and East India for business development, risk and relationship management.

In his earlier assignments he has been associated with Kotak Mahindra Finance Ltd. and YES Bank.

Vineet has completed his graduation from St. Xavier's, Kolkata University and is a Chartered Accountant (2000 batch) all India merit rank holder with 18 years of diversified experience in commercial banking & private banking.

Prior to joining TrustPlutus, Satwick was associated with Sanctum Wealth Management where he was Executive Director responsible for strategy, business development, sales, products, platform development for the international business. He was also a management team member and interim market head for South India contributing to strategic vision and operational performance.

In his earlier assignments he has been associated with Citi Bank, Julius Baer and Chomp Consumer Technologies.

Satwick is a B. Tech from Indian Institute of Technology, Mumbai (1997) and has also completed his Master in Business Administration from Indian Institute of Management, Lucknow (2000).

Mukesh has over 18 years of experience in Financial Services domain including investment advisory, Wealth Management & Consumer Banking function. He has successfully set up Wealth Management Business across cities in Gujarat.Mukesh is also a CERTIFIED FINANCIAL PLANNER from FPSB, India

Prior to joining TrustPlutus, Mukesh has been associated with RBS N.V., ABN AMRO Bank N.V., ICICI Bank and IDBI Bank in various capacities.

Mukesh is a Commerce Graduate from Gujarat University and an MBA from Institute of Management and Career development, Pune.

Anisha has over 18 Years of banking experience of which 14 years have been with Citi across various divisions. Prior to Citi, she worked with Bank of America's corporate team.

Her experience covers the full spectrum of value added financial services including structuring, investment management and capital markets

She has completed her Bachelor's degree in Economics from the Shri Ram College of Commerce (SRCC) Delhi and a Master's in business Administration from the International management Institute (IMI), Delhi.

Jayeeta has over 20 years of experience in Financial Services space including Life Insurance providing risk management and succession planning to Ultra HNI clients.

Prior to joining TrustPlutus, Jayeeta was associated with Alchemy Capital Management, heading the Risk Management solutions for the Clients. She was also associated with Aviva Life Insurance, Birla Sun Life and DSP Merrill Lynch Asset Management.

Jayeeta is a Commerce Graduate from Calcutta University and an MBA from ICFAI, Hyderabad. Jayeeta has also done a 2 year Advanced MBA from Insead University, France.

Prior to joining TrustPlutus, Mita was associated with Capital One, Allegro Capital Advisers

Mita has done Bachelors of Commerce from Mumbai University.

Dipanjan has over 13 years of work experience in Banking and Wealth Management with core competence in client engagement and Wealth Advisory for High Net worth Clients.

Prior to joining TrustPlutus, Dipanjan was associated with RBS N.V. handling High Net worth Clients.

Dipanjan is an Engineering Graduate from Bangalore University and an MBA from IISWBM Kolkata.Dipanjan is also a CERTIFIED FINANCIAL PLANNER from FPSB, India.

Hitesh Teckwani, CFP

Bangalore

Hitesh has over 18 years of experience in the financial services industry in NRI Business, Branch Banking and Insurance.

Prior to joining TrustPlutus, Hitesh was associated with RBS N.V., ABN AMRO Bank N.V., Tata AIG & HDFC Standard Life Insurance in various capacities.

Hitesh is a Post Graduate in Marketing Management from Tolani Institute of Management Studies.Hitesh is also a CERTIFIED FINANCIAL PLANNER from FPSB, India

Gobinath holds 16 years of rich experience with Product expertise in Lending, Credit Risk, Cash, Trade, Treasury & Foreign Exchange, Derivatives, Mortgage & Cards.

Prior to joining TrustPlutus, Gobinath was associated with Citi bank where he was the Commercial Banking Head, Retail, SME and current Liability Product responsible for South and West India.

He has completed his Bachelor of Science from Madurai Kamaraj, University (1998) and Masters in Business administration with specialization in Finance & Marketing from Bharathidasan Institutes of Management, Trichy (2001).

Partha holds two decades of rich experience in the Financial and Banking industry managing diverse roles across products, distribution and segments.

Prior to joining TrustPlutus, Partha was associated with Standard Chartered Bank, where he was the Executive Director and Market Head, Private Banking Clients, responsible for the North & Eastern market. He was also a management team member.

Partha completed his Masters in Marketing and Finance from Indian Institute of Planning and Management (1998) and is an American Academy of Financial Management (AAFM) certified from Chartered Trust and Financial planner (2016).

Satyen has over 20 Years of banking experience of which 15 years have been in managing Private Wealth business for UHNI clients.

Prior to joining TrustPlutus, Satyen was associated with Barclays Wealth for over a decade & Standard Chartered Bank.

Satyen completed his Bachelor of Commerce from HL College, Ahmedabad (1998).

Prior to joining TrustPlutus, Vaishali was associated with Wealth Advisors India Pvt. Ltd. where she was working as Vice President responsible for corporate wealth management for rest of Maharashtra region. Her areas of expertise also include retail banking and financial analysis. She has been instrumental in setting up Private banking business in Pune region.

In her earlier assignments, she was associated with HDFC Bank, Aptech Limited and Sea Consortium (UK) Pvt Ltd, Singapore.

Vaishali has completed her Master of Science with specialisation in BioChemistry from G.S. Medical College, Mumbai University. She is also a Diploma holder in Marketing Management from NIS, N.I.I.T (1996.)

Prior to joining TrustPlutus, Apurva was associated with Delta, The Royal Bank of Scotland, ICICI Bank and The Surat People's Co-operative Bank

Apurva Mehta has done his PGDBM in Finance from South Gujarat University, CAIIB from IBA Institute and B.Com from South Gujarat University

Bharat Juneja has over 16 years of experience in banking and financial services industry.

Prior to joining TrustPlutus, Bharat was associated with DBS, RBS, ABN Amro, Bajaj Capital.

Bharat is a Commerce Graduate and also done a PGDBM (Marketing)

Rishi Tiwari has over 2 decades experience across private banking and investment banking.

Prior to joining TrustPlutus, Rishi was associated with ICICI Securities.

In his earlier assignments, he was associated with HDFC Bank, Bank Sarasin, Merrill Lynch and Standard Chartered.

Rishi has completed his Master's in Business Administration with specialization in Marketing from Faculty of Management Studies, Delhi University (2004).