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 21 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 25 years ago as an equity research analyst. Through this period in the financial services sector, he’s seen it all, having spent over a decade at HDFC Private Banking where he played various roles including managing a team of bankers and that of product specialist, 7 years at Kotak Wealth Management where he managed 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
Gaurav, with an extensive background spanning over two decades in the Asset and Wealth Management space, brings a wealth of expertise to the table. His professional journey commenced at HDFC AMC Ltd, where he dedicated 8 years of his career. Subsequently, he honed his skills during a 6-year tenure with Aditya Birla Wealth Management, focusing on constructing and managing portfolios for Ultra High Net Worth Individuals (UHNIs). He then transitioned into overseeing multi-asset class portfolios for affluent families. Gaurav, also a YouTuber & a public speaker, actively engages in hosting and conducting investment awareness programs for various government departments & services across India.
Qualification
Makarand Khandekar
DIRECTOR
Personal Experience
Makarand has been an integral part of the financial services sector for the last 25 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.
Qualification
Tasneem Allana
Senior Partner
Personal Experience
With over 25 years of experience in Banking and Finance, Tasneem Allana comes with a rich experience in the financial service sector across various roles. A top performer in Wealth Management and Consumer Banking, Tasneem has managed large teams and key Retail branches for HDFC Bank and Kotak Bank.
She was also a Business Banking Head with ABN AMRO Bank (North Mumbai) managing key HNI and Corporate relationships.
Her overall experience includes Wealth Management, Retail Liabilities & Assets, Profit Centre Management. She is well versed with Compliances and Regulations related to Banking and Investments. She prioritizes integrity and customer service above everything else.
Qualification
Tasneem Allana is an MBA in Finance and a Certified Financial Planner (CFP) from FPSB (India)
Meghna Gupta
Senior Partner
Personal Experience
Meghna, a seasoned financial services professional, brings in 20 years of diverse experience in investments and wealth. From equity dealing to wealth management, she has her experience spanned across prominent institutions like Kotak Securities Pvt ltd, Citi Wealth Advisors Pvt Ltd & Motilal Oswal Securities Ltd. Her most recent assignment was with Aditya Birla Wealth Management, where she has spent 7 years managing wealth for High Net Worth and Ultra High Net Worth Individuals.
Qualification
Meghna is BMS Graduate and a PGDM in Finance.