Our Dedicated Finance Team

Our team consists of experienced financial advisors, investment analysts, and wealth management professionals dedicated to helping you achieve financial success.

Bharat Sharma
Founder & Managing Partner
Over three decades of experience. Formerly Assistant Fund Manager at BOI Mutual Fund (managing the ~INR 2200 Cr BOI Double Square Plus fund) , Zonal Head with Transamerica and two decades of senior leadership roles at ICICI Bank Ltd.
Nitish Gupta
Founder & Managing Partner
Nitish Gupta is a distinguished financial leader and asset management veteran with a proven track record of managing portfolios up to INR 25,000 Crores. Backed by over three decades of deep, multi-asset class expertise, he delivers institutional-grade investment strategies tailored for sustainable wealth creation. Prior to founding the firm, Nitish held marquee leadership roles across premier global asset management firms, serving as the Head of Fixed Income at Deutsche Mutual Fund and Director at PGIM Mutual Fund. Renowned for his award-winning fund management tenure, his approach seamlessly merges a highly disciplined, system-driven analytical framework with rigorous risk governance and top-tier macroeconomic insights.
Devendra Patni
Founder & Managing Partner
A Rank Holder Chartered Accountant and Company Secretary, he is a seasoned investor with high analytical and active investing skills. He possesses deep networking skills developed over more than 3 decades, with expertise in taxation, statutory audits for large corporates, and loan syndication.
CA Jatin Patni
Compliance officer
A qualified Chartered Accountant responsible for ensuring regulatory and statutory compliance, monitoring internal controls, managing compliance risks, and ensuring adherence to applicable SEBI, tax, financial, and corporate laws