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Karan R Kapadia

Co-Founder & Chief Executive Officer

With over 23 years of experience in financial services having commenced his journey in 1994 holding variety of positions ranging from operations, branch banking, wealth management and NRI services based in India & UK with HSBC & Deutsche Bank, Karan is a wealth specialist across banking and asset management. His last assignment was with Franklin Templeton Investments where he worked for 10 years as Head of Sales across North, South, West & East regions managing the institutional clients and retail distribution. Analysing and understanding investor needs and requirements is an area of expertise.

Shank K Vasudev

Co-Founder & Chief Business Officer

Vasu had been an integral part of the Mutual fund industry for 12 years commencing his career with Kothari Pioneer India’s first private sector Asset Management Company. Post the merger of Kothari Pioneer with Franklin Templeton Vasu held senior positions within the company managing institutional sales and retail distribution for Karnataka, Kerala and Hyderabad with indepth understanding of investor behaviour across segments. Vasu successfully launched a profitable corporate event management startup and has been part of an intercity cab app aggregator startup covering over 50 cities in India pursuing his passion to incubate and lead both ventures into providing quality customer experience.

Balaji Rao D G

Director - Portfolio Management

For the past 7 years Balaji has been an academician, teaching as a professor at reputed B-Schools. He has three post-graduation degrees and also pursuing his PhD with a focus on a Study on Equity Mutual Funds as a Tool for Long Wealth Creation. Balaji is retained as a senior training resource by leading AMCs aimed at analysing investor psychology, client portfolios based on risk profiles. He is a columnist for the Hindu where he writes for his column “ Cashwise” since 2011 and also for The Finapolis monthly magazine in addition to have authored seven books so far. Prior to his academic achievements, Balaji spent 18 years in financial services as head of Karvy distribution in South India.

Nikhil R Kapadia

Business Advisor

With over 30 years of experience in financial services Nikhil commenced his journey by setting up and heading the investment banking arm at DSP. Post this, he anchored the merger of DSP with Merrill Lynch to build one of the most respectable wealth management firms in India. His next assignment lead him to setup Deutsche Bank’s India onshore private wealth management division as well as leading this entity as Managing Director before being posted overseas to head Deutsche Bank’s offshore South Asia private banking businesses based in Singapore. Before commencing with Phundo in an advisory capacity, Nikhil setup and spearheaded Avendus Wealth Management in Mumbai making this enterprise profitable within 3 years of its launch.