Mr. Dinanath Dubhashi has an experience of 23+ years in various fields like Retail Finance, Corporate Banking, Cash Management & Trade Services, Credit Rating and Project Finance. Prior to this, he worked for BNP Paribas for 10 years in India and abroad, heading various verticals. He has also worked with Birla Sunlife, CARE Ratings and SBI Capital Market. He is a Mechanical Engineer and holds a PGDM degree from IIM Bangalore.
Mr. Shailesh Haribhakti is the Non-Executive Chairman of the company. He is a Chartered and Cost Accountant, and a Certified Internal Auditor, Financial Planner & Fraud Examiner. During a career span of four decades, he has successfully established and led many innovative services. His current focus and passion is on Governance, Engaged Investing and Digitisation. He actively promotes 'shares value' creation and a greener environment. He is also on the Board of Directors of several public and private companies.
Mr. Manoj Shenoy comes with an experience in financial services industry for more than 25+ years. Prior to this, he was CEO, EFG Wealth Management, India (a subsidiary of EFG Bank, Switzerland) and was responsible for expanding business for EFG in India. He also worked with Anand Rathi as Executive Director and successfully expanded the company in South India. He demonstrated a track record by developing long-standing relationships with HNIs across India, Middle East, and South East Asia. He is a B.E graduate from Bangalore University.
We advise building portfolios that are durable and behaviourally aware enough to help clients stick to their plan instead of preaching our clients to stay the course.
Our effective advice helps create a comprehensive investment plan which focuses exclusively on those things that are within your control and not just to ignore the noise.
Our advice takes into account the fact that people don’t live their everyday lives in the long-term instead of telling investors to think and act for the long-term.
Our advice helps people do less harm than they would do otherwise by implementing behavioral release valves while just good advice does nothing most of the time when it comes to your portfolio
Our advices are practical and take into account human nature and behavior rather than being theoretical and unemotional.
Effective advice by us withholds judgment and takes into account a client’s personality, current situation, and circumstances to offer optimal solutions.