Meet our Wealth Partners
The people you'll actually work with. A hands-on team from across the financial industry — here to guide you at every step of your journey.
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Partner
Amit Pandey
Amit leads client relationships and helps families structure long-term plans, drawing on sixteen years across the financial industry.
Partner
Pragya Raj Shiva
Pragya focuses on fund selection and regular portfolio reviews, with seven years spent working closely with mutual funds.
Operations
Shweta Singh
Shweta keeps everything running smoothly behind the scenes — from onboarding to ongoing servicing — so your experience stays seamless.
Client Services
Pooja Agrawal
Often the first person you'll speak to, Pooja guides you through every step with eight years of financial services experience.