Our RIA Partners

Arindam Samanta

A business analyst, financial advisor and thinker focused on the convergence of finance and engineering to create value and economic growth of society, Arindam Samanta is a graduate of Computer science from WBUT in Kolkata and a master of Business administration from RCU at Belagavi, Karnataka.

Naveen Julian Rego

Naveen is a CERTIFIED FINANCIAL PLANNER CM from Financial Planning Standard Board of India, Certified Treasury Manager from ICFAI, Hyderabad, and Bachelor in Chemical Engineering from NITK, Surathkal, and M.A. in Economics from Pune University & MBA in Finance from Symbiosis Institute of Management Studies in Pune. Besides this, he is accomplished professional trainer (NISM certified) for many financial and educational institutions in India.

Suda Bhanu Prasad

Suda Bhanu Prasad is a certified financial planner having 10 years of experience in the financial sector. As of now he has 50 clients, also manages 50 crores of assets under mutual funds, bonds, fixed deposits and alternative investment funds like real estate

Sumit Duseja, CFA

An Investment Management & Advisory platform that provides a broad range of investment solutions and financial services. With the use of state-of-art technology, True Mind Capital aims to bring quality & premium professional advisory to help you achieve your investment and financial goals at affordable advisory cost.

Udbhav Shah

DravyaSiddhi, a path of "Fee-Only" Investment advice, offers "NIL / Lower Commission based Products". It is trying to address the biggest issue in the Investment world i.e. “Conflict of Interest” and “Mis-selling”. In short “DravyaSiddhi” is an “FEE-ONLY Investment Advisor” piloting “SUCCESSFUL and BUSY INVESTORS” to accomplish one’s financial responsibilities and goals with the help of “Financial Planning”, “Asset Allocation” and “Nil / Lower Commission based Products” in a Tax-efficient manner. The “Fee-Only” model has made it possible to join hands with clients in a transparent and trustworthy manner. The same model leads to build DIRECTIONAL (Towards Goals), FOCUSED (Manageable no. of Products) and CONTROLLED (click of a button) portfolio.

Urmil Trivedi

Urmil Trivedi, Chartered Wealth Manager (CWM®), Chartered Financial Goal Planner (CFGP®), Advanced Financial Goal Planner® (AFGP®) by American Academy of Financial Management (AAFM ), Fee Only SEBI Registered Investment Advisor (RIA) and Founder of RICHESSE INFINITE WEALTH. He is also designated as FAAFM Fellow of the American Academy of Financial Management®.
As a Registered Investment Advisor (RIA) with SEBI, we allow to charge only fees from clients and not receive any commission/ brokerages/ incentives from product distribution. We are “Fee Only Investment Advisor”. This ensures that the advice is unbiased.

Nitin Sawant

Nitin Sawant - Certified Financial Planners is the Managing Director & CEO of NS Wealth Solution Pvt. Ltd. He has more than 10 years of experience in both Indian and overseas capital markets & Financial Planning. Mr. Sawant is a CFP Charter Member and he has also done his MBA. Nitin has conducted more than 90 training sessions in areas of Personal Finance and Mutual Funds and at various B-schools, colleges and corporate houses in the country. His passion is to create financial awareness and empowerment amongst the youth of India. He has so far empowered more than 3,000 participants in the last 7 years.

Mitraz Financial Services Pvt. Ltd.

At Mitraz, we always keep quality over everything in our client experiences. A key differentiation in our model is the fee-based approach which ensures that each client has the right assets allocation based on the risk profile which eliminates the conflict of interest. Avoiding the lure for allocating higher equity to debt for more commissions/brokerage, creating a risky and ill-aligned investment portfolio. We manage a tactical and strategic asset allocation for a client for their investment portfolio which helps them realise the goals. Tactical asset allocation is continuously monitored and executed by the Wealth Advisor of the client. Mitraz is among India's fastest growing Fee-Based Investment advisors and has been actively featured in the Media for bringing in a more holistic and progressive approach to planning and investments.
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