Our Team
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Senior Wealth Manager (Equities) & Technical Analyst
Mr Dependable as we call him has been with Fundwise since the Inception in 2007. He advises and manages large HNIs on the equity and option advisory product.
Wealth Manager (Equities) & Options Specialist
An eye for detail is what her Virtue is. Very Meticulous, well informed and thoroughly researched on option strategies that she advises to clients. Manages client portfolio and advises them on the right risk management strategies.
Wealth Manager (Mutual Funds)
Saloni Jain is an MBA from the Prestigious DSIMS College and head the Mutual Fund business at Fundwise. Her practise focusses on advising HNI’s, Corporates & Retail clients for their investments in Mutual Funds.
Business Development
Heena is responsible for the business development at Fundwise. Right from the client acquisition to on boarding and mapping the client to the Wealth manager is what Heena does at Fundwise.
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Shri Deepak Thakkar is a Chartered Accountant from 1984 and has an illustrious career spanning decades advising clients both Large Multinationals as well as midsize companies on all aspects of Taxation. He is an authority on Indirect Taxes, particularly GST. His command over his subject has got him many accolades and CAs in practice refer their clients to him for more detailed advices. He has authored many books and has been a faculty at various lectures, webinars and presentations conducted by ICAI, BCA, GSTPAM, AIFTP and various tax bodies.
At Fundwise Shri Deepak Thakkar advises the board on various aspects of the business and contributes to identify the path for future growth. Being a finance professional, his years of experience and advice helps the company to navigate into the future and create a wealth creating journey for the clients of Fundwise.
Fundwise deeply values the suggestions given by him for the future growth and sustainability of the company.
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