Leadership

Senior Charted Accountant with 25+ years of experience of finance industry. Has seen the industry evolved form close quarters. An astute money manager and founding director of Swan Finance Ltd. He is an Independent Director on the board of Godawari Power & Ispat Limited (HIRA Group)

Specializes in:

• Short Term Finance
• Loan against property
• Financial analysis

Descriptive Qualities:

• Deal maker
• Socialite
• Knows best how to get people along

Started his career with Eicher Motors and then moved on to found Swan Finance Ltd. along with Mr. Harish Khandelwal. A well known and respected Chartered Accountant, he has spent significant time dealing with funds and major corporates from Central India geography.

Specializes in:

• Deal Structuring
• Helping understand concepts in layman’s language
• Connecting the dots

Descriptive Qualities:

• Eloquent speaker and writer
• Hustler
• Sales Guru

His strength is his understanding of banking and relationship with bankers. How to play along with the changing dynamics of the banking sector in favor of clients, is his forte. He oversees the analysis, planning and execution of banking proposals.

Specializes in:

• Banking products
• Syndication with Bankers
• Challenge resolution

Descriptive Qualities:

• Master of financial ratios
• Taciturn

He is a CFA Charterholder and has spent 20+ years as a wealth manager to corporate houses and high networth individuals. His advisory is focused on striking a balance between risk and returns tailored for individual client. He closely follows the market dynamics and advises on how to place your investment in different baskets of mutual funds, debt and other such products.

Specializes in:

• Portfolio Management
• Investment Products
• Future Planning

Descriptive Qualities:

• Counsellor
• Understanding made simple
• He doesn’t ages

He deals in retail loan products such as LAP, affordable housing etc. His expertise lies in syndication with Banks & NBFCs and get the best deal possible.

Specializes in:

• Syndication
• Getting the job done

Descriptive Qualities:

• Networking
• Master of Retail Network

Chartered Accountant by profession, he specializes in Taxation. He always keeps tab of the changes and other nitty gritty of the tax domain. His advisory helps clients to timely comply with different statutory compliances and deal with Department enquries.

Specializes in:

• Taxation
• Statutory Compliances
• Resolution

Descriptive Qualities:

• Hindi Lover
• Orator

He is part of wealth management team with 15+ years of work experience. He is a true personal wealth manager for his clients, as he establishes long-term relationships with them. A jovial, happy-go-lucky soul.

Specializes in:

• Wealth Management
• Getting the job done

Descriptive Qualities:

• Client loves to speak to him
• Master of Retail Network