With over two decades of experience in banking operations, credit, and demat management,
Mamta brings operational excellence and sharp decision-making skills to the firm. Having
transitioned into wealth management under the guidance of her co-founder, she now plays a key
role in managing client portfolios, risk profiling, and operations.
Apurva brings over 25 years of leadership in wealth management and private banking. He has managed AUMs of ₹1200 crore+, and served as Senior Partner at TrustPlutus Wealth Managers. His multi-family office experience spans late-stage private equity, startup investments, and structured debt syndication.
Shyam brings strong fundamentals in research and fund management. With over ₹200 crore AUM experience, he’s worked across listed/unlisted equities, ERP implementation, and strategic pricing for both D2C and export businesses. His audit background adds rigor to every investment decision.
With over 25 years of experience in wealth management and private banking, Apurva has overseen assets under management exceeding ₹1200 Cr. His expertise spans multi-family office advisory, private equity, structured products, and investor behavior management. He leads Neeyovan’s long-term investment strategy and risk management philosophy.
Shyam brings strong fundamentals in research and fund management. With over ₹200 crore AUM experience, he’s worked across listed/unlisted equities, ERP implementation, and strategic pricing for both D2C and export businesses. His audit background adds rigor to every investment decision.
Ansh leads marketing and client acquisition with an entrepreneurial mindset. With experience at Bajaj Allianz, HLE Glasscoat, and the Aditya Birla Group, he brings an integrated approach to branding, digital media, and sales—ensuring every client need is met with care and clarity.
Avinash brings over 8 years of expertise in investment advisory, lending, and wealth management. At Neeyovan, he crafts tailored financial solutions and fosters strong client relationships. He has previously worked with TransUnion CIBIL and HDFC Mutual Fund, and has trained 300+ professionals through Ministry of Finance and RBI initiatives.
B.Com (Tax Procedure & Practice) – VNSGU | Certified in SAP & MS Office With 4.5 years of experience in administrative and accounts support, Anjali plays a key role in daily operations. She has worked with firms in India and the UAE, overseeing petty cash, vendor coordination, and tally entries. Known for her dedication and efficiency, she ensures the smooth functioning of back-office activities.
