Meet Our Team

Meet our team

Meet the TrustPlutus tribe

Board of Directors

Utpal Sheth
Chairman and Chief Mentor

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 Kaul
MD & CEO

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 Pandya, FRM
Director and Portfolio Manager

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
Chief Operating Officer

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.

Reshma Sawant
Business Planning & Analytics

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.

Prashant Chaurasia
Legal & Compliance

Prashant has experience over a decade in regulatory compliance and corporate secretarial function in Mutual Fund, Stock Broking, Depository participant and Custodian activities.

Prior to joining TrustPlutus, he has been associated with SBI-SG Global Securities Services; Prabhudas Lilladher Group and BNP Paribas Mutual Fund.

He is a Company Secretary from Institute of Company Secretaries of India (2009) and has completed his Bachelor of Laws (LLB) from University of Mumbai (2015).

Khanika Anand
Human Resources

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.

Monika Jain
Client Origination and Business Development

Monika is responsible for Client Origination and Business Development. She has over eight years of experience in client servicing and event management.

Her role is to initiate dialogues with prospective clients and then work to deliver the full platform to each client based on client need and risk appetite.

Client Coverage

Vineet Bagri
Mumbai

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.

Satwick Tandon
Mumbai

Satwick has over two decades of Private Banking & Capital Markets experience with expertise in financial planning, investment strategy and portfolio management. He works with entrepreneurs, senior corporate leaders, professionals and corporates on their investment management requirements, helping them acquire, preserve and grow wealth. Satwick is responsible for Wealth Management at TrustPlutus. In the past, he has served as Market Director & Head of Investment Advisory at DSP Merrill Lynch Wealth Management and Executive Director and Head of International at Sanctum Wealth Management (ex RBS Coutts Private Banking business in India).

Satwick is a B. Tech from Indian Institute of Technology Bombay and Post Graduate in Management from Indian Institute of Management, Lucknow.

Anisha Chopra
New Delhi

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 Sen
Mumbai

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.

Mita Mehta
Hyderabad

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

Mita has done Bachelors of Commerce from Mumbai University.

Dipanjan Chowdhury, CFP
Kolkata

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

Partha Sengupta
Kolkata

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).

Vaishali Lale
Pune

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.)

Apurva Mehta
Surat

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

Rishi Tiwari
New Delhi

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).

Gobinath Pathmanathan
Chennai

Gobi has over 20 years of experience in Banking & Financial Services. He has handled assignments in HNI Wealth Management, SME Commercial Banking, Fintech and Corporate Cards. He joined hands with TrustPlutus in June 2019.

Prior to joining TrustPlutus, Gobi has worked with Citibank NA for 14+ years across Chennai, Delhi NCR and Mumbai. His last assignment at Citi was as the SME Citibusiness Head for India. He has also spent 3 years with Wipro Limited and a year at American Express Bank.

Gobi is a 2001 MBA pass-out from BIM Trichy.