About Us

Joydeep Karmakar, CFA Level II candidate with a Bachelor’s degree in Commerce (Finance major), driven by a strong interest in financial markets, investments, and wealth management. With a foundation in finance, he has equipped himself with both analytical thinking and practical insights to contribute meaningfully in the financial services sector. Beyond work, he loves exploring new places, vlogging, and sharing insights as a finance enthusiast.

Priyanshu Mazumder, an MBA in Finance and a dedicated next generation wealth manager whose focus is not just on managing investments, but on making a meaningful difference in the market by fulfilling my role as an advisor with integrity and transparency. He has honed his skills over the last 2 years and my expertise lies in crafting tailored investment strategies, managing portfolios, and guiding clients toward their long-term goals while safeguarding their present needs. Outside of work, he is passionate about travelling and cooking food, I never feel more happier than helping someone in need.

Rupam Karmakar, CFA Level I candidate with a Bachelor’s degree in Commerce (Accountancy major) I, focused on expanding financial knowledge and enhancing analytical capabilities. Proficient. In addition to academic credentials, he has developed an understanding of investment planning and insurance solutions, enabling a holistic approach to financial advisory and strategic decision-making. He aspires to contribute meaningfully to the finance sector by delivering strategic insights that drive business Performance. Beyond work, he loves exploring new places, vlogging and listening music.

Anjali Agarwala, an MBA in Finance and Marketing, bringing over three years of cross-industry experience—including two years in the insurance sector and 1 year 3 months as a Category Manager in the retail industry. Her journey across these diverse domains has given her a unique blend of analytical insight and market-driven strategy, allowing her to understand the nitty-gritty of industry operations from both financial and consumer standpoints. Beyond the boardroom, she is a passionate poet, a sketch artist, and a lifelong mathematics enthusiast.

Sneha Das, an operations executive with two years of experience in operational management. She involves streamlining processes, coordinating across teams, and supporting backend operations to ensure efficiency and accuracy. She enjoys problem-solving, attention to detail, and optimizing resources to make daily tasks run smoothly. Beyond work, she is passionate about music and traveling.

Vinita Jain, an MBA in Finance and Marketing thereby equipping herself with both analytical depth and strategic insight to navigate the evolving financial landscape. She is a result-driven operations professional specializing in mutual fund transaction management, reconciliation, NAV validation, and client reporting. Outside of work, she is a passionate chess enthusiast and has a keen eye for the fashion industry.