Santosh has done MBA in Financial Markets and Certification in Capital Markets, Regulation and Compliance from FINRA and ICMA center, USA. He has more than 13 years of experience in Capital Market and Derivative Trading and Advisory. Prior to joining ProAffluence, he has worked with ICICI Securities and HDFC Securities and managed HNI Clients’ portfolios.
Business Head - Kolkata
Soumya has an excellent 10 years of experience in client relationship management with India's top private banks (HNI clients) which includes managing investment portfolios and Soumya has also headed the Service team to deliver excellent client experience.
Business Head - Indore
Ajay has spent 7 Years in the Financial Services Industry. He has experience in Personal Finance, Client Relationships Management, and Financial Modelling.
Head - Operations
Mayur has 7 Years of Experience in operations. He worked at various AMCs before joining Proaffluence. He has done Executive MBA in Finance.