25+ years in wealth management and private banking.
Senior Partner at Trust Plutus Wealth Managers; previously Senior VP at ABN AMRO Bank.
20+ years in corporate finance, investments, and family office management. Previously headed Finance & Accounts at TRIL Working as CFO of Detox for more than 9 years
25+ years in corporate finance, strategy, and financial advisory across India and international markets. Formerly Vice President at Deutsche Bank, London.
22+ years in debt syndication and project finance; Founding Partner at GRR & Co. Managing Committee member of SGCCI; Vice President, Jain Chartered Accountant Surat.
25+ years in CA practice and 4 years as Virtual CFO across healthcare, retail, and manufacturing sectors. Specializes in financial compliance, indirect taxation, and NGO and trust taxation.
4+ years in fundamental research and fund management in listed and private market investments. Previous experience in research and family office wealth management.
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.
He holds a Bachelor’s degree in Banking and Insurance, a certified AMFI registered Mutual Fund and PMS distributor. Who specialize in delivering tailored financial solutions, building long-term client relationships, and guiding investors across a range of asset classes with a strong focus on trust, transparency, and performance.
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.
Amit Gamit brings over 18 years of expertise in operations and logistics, ensuring seamless backend processes and execution. His deep understanding of operational efficiency supports the smooth delivery of our financial services and client experience.
Katyayni supports clients in managing their mutual fund investments with precision and empathy. Her background in finance and accounting ensures accurate, timely assistance and a smooth investment journey for every client.
Dhwani ensures regulatory alignment and manages internal compliance systems, upholding trust and transparency at Neeyovan.
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.