Leadership
trust has a face. In our case, it has five.
Leadership
trust has a face.
In our case, it has five.
Tanveer Monga
FOUNDER
Personal Experience
With over 19 years of multi-asset portfolio management under his belt, prior to TruFid, Tanveer’s longest stint was with Kotak Wealth Management, where he managed & helped build several UHNI client portfolios. He started his career at HDFC Bank straight from campus as part of Retail Banking, eventually finding his rightful place in an HNI Relationship and Wealth Management role.
Qualification
Abhishek Singhvi
FOUNDER
Personal Experience
Abhishek’s journey started 24 years ago as an equity research analyst. Through the last two decades in the financial services sector, he’s seen it all, having spent over a decade at HDFC Private Banking where he played various parts including team management and product, 7 years at Kotak Wealth Management where he manages UHNI client relationships and family office accounts.
Qualification
Shreenivas Hegde
DIRECTOR
Personal Experience
Shreenivas brings his rich experience in the formulation of multi-class advisory and research, and his instrumental work in managing the direct equity and bond advisory in private banks. His previous stints include HSBC Private Bank India as an Investment Strategist where he was responsible for product selection and recommendations on Funds, Bonds, Direct Equity, Foreign Exchange, Structured products & Alternative products, and HDFC Bank Private Banking where he was a research analyst and a key part of their retail asset operations.
Qualification
Shreenivas is a member of the Institute of Chartered Accountants of India and also holds a diploma in Private Banking from the Wealth Management Institute, Singapore.
Gaurav Singhvi
DIRECTOR
Personal Experience
Qualification
Makarand Khandekar
DIRECTOR
Personal Experience
Makarand has been an integral part of the financial services sector for the last 22 years, a large segment of which he spent in the wealth business. Before he joined the TruFid team, he was with HDFC Bank Private Banking for 5 years, where he managed UHNI client relationships. He also has experience in debt markets, and started his career with the consulting wing of a Chartered Accounting firm.