Team
Our team of experts has decades of experience in wealth management, fund management, treasury, risk and operations.

Founder and Managing Director
Mr. Hariharan Ramachandran, with an illustrious 23-year career, is a seasoned Fund Manager who brings a wealth of experience in investment management, enriched by pivotal roles held within major corporations spanning diverse industries — including technology, finance, healthcare, oil and gas, and real estate. His track record underscores an exceptional knack for navigating the financial terrain, fine-tuning portfolios, and consistently delivering robust returns for clients.
As Principal Fund Manager, he managed a total investment portfolio of USD 500 million for the Eurostar Group / Family Offices in the Middle East. He also served as Principal Fund Manager for Avici Investments Pte Ltd, Singapore — a fund management and corporate advisory company — and held equity stakes in GR Visions Pte Ltd and Tano Capital LLC, an affiliate of Franklin Templeton.
Having successfully managed portfolios for over two decades with consistent returns, even amidst the global market collapse and recession, his journey inspired him to pursue a career as an Independent Wealth Manager. He has held pivotal positions in organizations based in the Middle East (regulated by the DFSA), as well as companies based in Singapore and Malaysia.
Skills: Investment Management, Portfolio Optimization, Strategic Planning, Financial Analysis, Risk Assessment, Leadership, Team Management, Industry Insight.

Director
Mr. Chetan Bharkhada brings 30-plus years of experience in consultancy, treasury management, and risk management strategies including hedging and international business. A seasoned, real-world-tested financial services professional with a broad-based background in capital markets, commodities, treasury, and strategic financial management, he served the treasury desk of Sterlite Industries, managing commodities risk by developing hedging strategies on the London Metal Exchange (LME).
He has developed businesses for large treasury desks and corporate broking houses as Chief Executive Officer, and has been part of various government advisory committees for setting up the business model of Gujarat International Finance Tec-City (GIFT IFSC). He has executive experience managing business with a balance-sheet size of more than ₹10,000 crore, with core expertise in formulating business strategies, driving business development, P&L oversight, and leadership development. He is a prominent speaker on Indian and international forums for the commodities and forex segments.

Non-Executive Director
Senior Legal & Taxation Advisor | Expert in Investment Structuring, Enforcement, and Criminal Law.
Dr. K.G. Raghunath is a veteran legal strategist with over three decades of experience spanning corporate law, taxation (both direct and indirect), regulatory enforcement, and criminal litigation. Renowned for his ability to navigate India's intricate legal frameworks, he is a trusted advisor to corporations, investors, and high-net-worth individuals dealing with complex, high-stakes legal challenges.
A Ph.D. holder in Criminology and an ML graduate from the University of Madras, Dr. Raghunath combines academic rigour with courtroom agility. His legal practice spans civil, criminal, constitutional, and tax litigation, with frequent appearances before the High Courts of Madras, Karnataka and Kerala, the Income Tax Appellate Tribunal (ITAT), Sales Tax and VAT Appellate Authorities, the Customs, Excise and Service Tax Appellate Tribunal (CESTAT), and special courts under the PMLA, NDPS and Companies Act.
In the investment space, he has architected several fund structures and SPVs with a focus on compliance, tax efficiency and cross-border legality — advising on fund setup under SEBI AIF, RBI, FEMA and Income Tax regulations, cross-border structuring, treaty benefits and DTAA optimization, and defence and representation during audits, investigations and regulatory proceedings.
He is the author of Indian Criminal Judiciary System and Custodial Dignity, seminal works exploring legal reform, judicial integrity, and the rights of the accused within India's criminal justice framework.
Director
Mr. Amit Bansal has over 18 years of experience in process design, product management, risk management, control and risk assessment, internal audits, and compliance management.
He has extensive experience across the BFSI segment, including capital markets, forex, fixed income, custody and fund accounting, asset management, alternative investment funds, portfolio management services, asset reconstruction companies, insurance, credit, and treasury. He has partnered with large financial institutions in the USA, UK and Singapore for investment and risk management solutions to corporates.
Previous roles include Head of Risk Management & Internal Audit at Edelweiss Wealth Management, and Head of the Product Vertical of the Anand Rathi Group in the commodities and forex segment, including the Dubai business of AR Middle East DMCC. He has delivered quality assurance across business strategy, sales, operations, governance and compliance, risk management, technology, credit assessment, the loan process lifecycle, customer grievances, trading, treasury, and finance and accounts.
He has conceptualized product strategies in arbitrage, hedging and wealth management across equity, commodities and forex, and has expertise in setting up enterprise risk management, risk-based internal audit, and governance and compliance frameworks.
Director
Mr. Navin Hariharan has over 5 years of experience in the field of ethical hacking. He is Founder & Chief Executive Officer of CyberHakz Pvt Ltd, where he leads a cross-functional team building a safer cyber world, providing trusted services that help people stay safe online.
He holds positions across nearly 20 companies and communities focused on improving the safety of the nation by tackling cybercrime and cyber-bullying/harassment. His core functional strengths include Hackersdaddy, The Cyber Agents, X-Security and ResetHacker.

Vice President, Capital Markets and Wealth Strategy
Raj Navneeth is a seasoned expert in Capital Markets, Wealth Strategy, and Private Banking, with a global track record of excellence. Drawing on deep insights into asset classes such as private equity, venture capital, hedge funds and real assets, he has successfully served clients across international markets.
He delivers bespoke wealth management solutions to affluent individuals, family offices and institutions, with extensive experience navigating the complexities of high-net-worth wealth management. Raj specializes in asset allocation, risk management, and long-term financial planning with a global perspective, and also offers strategic advisory services in merchant banking — private equity placements, corporate advisory, and value-creation strategies.
He has managed over $60 million in assets under advisory, delivering solutions that consistently outperformed market benchmarks, and has been repeatedly recognized in the Prestigious League of Extraordinaire at Yes Bank. He has spearheaded multiple cross-border transactions and strategic partnerships that enhanced global client portfolios.
Academic credentials: BBA; MBA; MS in International Business (HULT, USA); MS in International Marketing (HULT, USA).

AVP – Finance and Accounts
Ms. Nithya is an exceptionally energetic and enthusiastic individual known for her unwavering commitment to strong work ethics. She is self-motivated and able to perceive multiple perspectives in any given situation, with over 2 years of diverse experience spanning finance, accounts and operations across various industries.
She approaches her responsibilities with integrity and is deeply engaged in the organization. She is confident in navigating matters with both government and private entities, and has expertise in conducting feasibility analyses for finance and accounts activities as well as overseeing operations in terms of maintenance and management.

HR & Admin
Mrs. Hemalatha Karthikeyan possesses a rich and successful background of over 3 years in followership, leadership and entrepreneurship. She is an enterprising manager with a solid track record of contribution and co-creation — operating units alongside team members, streamlining processes, optimizing productivity, strengthening internal controls, and effectively directing cross-functional teams.
Her professional profile is characterized by a dynamic blend of followership, leadership and entrepreneurial acumen, with a track record of successful ventures and a commitment to excellence.

Finance and Accounts
Dhamodharan is a finance professional with close to three years of experience in Finance and Accounts. During this time he has gained hands-on exposure to key financial functions, including accounting operations, reconciliations, and financial reporting. He consistently approaches his work with dedication and a willingness to learn, steadily building a solid foundation in financial management.
Recognized for his reliability and adaptability, Dhamodharan performs effectively both independently and within team environments. He thrives in structured, detail-focused settings and remains committed to enhancing his skills through ongoing learning and practical experience.
Governance & Ecosystem
We collaborate with premier financial institutions, statutory auditors, and seasoned legal advisors to ensure strict governance, regulatory integrity, and operational excellence.
Corporate treasury & institutional banking accounts
VRSR Chartered Accountants
Chartered Accountants & Financial Auditing
Independent annual statutory audit and compliance oversight
KG Ragunath and Associates
Advocates, Corporate Law & Legal Advisory
Fiduciary legal structuring and contracts governance
Mrs. P R Sudha
Practicing Company Secretary
Secretarial standards, MCA & statutory board compliance
CA Varadharajan
International Accounting & Advisory FellowMulti-jurisdictional chartered credentials across USA, Australia, and India
Contact us today to schedule a consultation with one of our experienced wealth managers.