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.
With 20+ years in corporate finance, taxation, and listed company investments, Samkit brings extensive knowledge in fund structuring and family office management.
Keyur has 24 years as a practicing Chartered Accountant and 4 years as a Virtual CFO. He specializes in financial compliance, indirect tax, NGO and trust taxation.
Rajiv brings 22 years of experience in project finance, corporate funding, and debt syndication.
Hiral has 25+ years of experience in investment strategy, budgeting, and risk oversight.
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.
Dhwani ensures regulatory alignment and manages internal compliance systems, upholding trust and transparency at Neeyovan.
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.
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.
