Investment Advisory Board

Mohit Sachdev
IIT-Delhi, IIM-Bangalore

"Mr. Mohit has over 29 years of experience in various areas of financial services, including capital markets, corporate finance and asset management. He has worked with reputed corporate groups, namely Canbank MF, IL&FS, L&T and UTI etc in senior roles.

His last stint was with SREI group where he headed the Srei Asset Management company as CEO"

Ashish Shah
B.E (Mechanical)

"Mr. Ashish is a wellspring of knowledge with more than 25 years of rich experience in finance and investment management. He ventured into financial advisory in 1992. Coming from an engineering background, he had to learn the ropes about this business on his own. From the very beginning, he is known for his unconventional approach among his peers and has built a hugely successful business by daring to be different. He highly believes in absolute transparency for the clients and complete clientele satisfaction.

He is the Founder & Managing Director of Wealth First Portfolio Managers Ltd."

Mr.Iqbal Singh
"B.E , MBA, CFA(Domestic) CFA level 2 Candidate"

"An entrepreneur with rich experience of 20 years with leading Private & Foreign Banks, He is one of the founding member of HDFC Private Banking Group. In his last assignment with CITIBANK N.A , his role was to handle Investments & Insurance business in North and was awarded as the Shooting Star of the bank.

He is the Founder & Managing Director, Innovative Financial Management Private Limited. Under his leadership, IFM has been awarded the Best Regional Financial Advisor Awards in 2009 2010 & 2013 by CNBC TV18.He is on the Advisory Board of first SBI AIF Fund(PIPE)."

Lokanathan Nadar
"M.Com, FCA, CS"

Mr. Lokanathan has more than 15 years of experience in Managing AIFs, VCFs, Infrastructure Development, Construction & Advisory. He is associated with Big 4/ Development Agencies - as Independent Advisor for Consulting Services. Mr. Nadar has worked with Arthveda Funds as Head – Infrastructure, Wadhawan (DHFL) Group as CEO & Sterling SEZ & Infrastructure Ltd., as COO and prior to that he worked with Infrastructure Leasing & Financial Services (IL&FS) & Feedback Ventures Pvt Ltd.


Address: 401, 4th Floor, Manek Plaza, 167 Vidya Nagari Marg,
Kalina, Santacruz (E), Mumbai - 400098 , Maharashtra , India


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