ABOUT US

We seek to create a dominant footprint in the untapped Wealth Management space in India.Our offering would be a online platform for investors to be able to transact as well as monitor their investments in mutual funds and other wealth management products.

OUR TEAM
Gaurav Perti
Co-founder & CEO
Over 11 years of experience in financial services, with 10 years in banking.

10 years of experience in wealth management, with 6 years in Central Product roles, and 4 years in frontline sales/sales management roles.

Last position, Head - Business Banking for the Consumer Bank for South Asia, Standard Chartered Bank.

Served as Branch Head for 90 MG (Flagship Branch) for Standard Chartered Bank, India from June ‘13 to April ‘15.

Head of Investment Products from Sept’10 to June’ 13 for Standard Chartered Bank, India.

B.Tech, IIT Bombay (2002), PGDM, IIM Lucknow (2004).
Pawan Kumar
Co-founder & CTO
Over 11 years of experience in Technology, 7 Year experience in Tech Startups.

10+ year of experience in web/mobile (e-commerce) technologies, with 5 year experience in Fintech & 5 year experience in payment technologies.

Last position, Chief Technology Officer (CTO) Zibika.com (Insurance Web Aggregator).

Served as Tech Head for Magicbricks.com (Times of India [BCCL] group) from Oct ‘07 to Mar ‘09.

Served as Tech/Product Head for Naaptol.com from Mar '07 to March '08.

B.Tech, IIT Bombay (2004).
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