Bharatt is a commerce graduate from Mumbai University and a Certified Financial Planner from Financial Panning Standards Board, India. He is a Certified Insurance Advisor (CIA) and also hold a NISM Series – V – A certificate. Bharatt has over 20 years of exposure to different asset classes like Mutual Funds, Insurance, Fixed Income, Equities, Derivatives, Currencies and Commodities Market. He also has ability to generate research opinions, portfolio strategies and/or trading decisions based on wide range of charts & fundamental/technical data. An actor at heart, Bharatt still enjoys himself as actor in theaters, Directing plays is also his forte.

Abhishek is a commerce graduate from Mumbai University and also holds a Masters Degree in Business Administration from IBS, Pune. Abhishek has also cleared NISM Series – v – A which is pre-requisite for Mutual Fund Distribution Business. Abhishek has over 12 years of exposure in Banking and Financial services. He has worked on the technology side as well on Payment Systems in the past. Abhishek is well versed with most of the aspects pertaining to retail banking, retail assets, financial technologies and investment landscape in the country by virtue of his work experience in related fields.

Shailesh is a commerce graduate from Mumbai University and has over 15 years of experience in managing credit and operations for a financial services firm. He has extensive experience in retail & corporate lending. During his previous stints he worked as a Credit Manager and was instrumental in setting up policies, processes, hiring team, training & development, etc. He has also worked as a Functional Business Analyst on implementing a lending portal in his previous organization.