Meet the Team | Strategic Wealth Experts

Key Leaders

BR Rao

Founder, Director

B.R. Rao is a seasoned professional with extensive experience across a spectrum of industries including tobacco, steel, and

Sangeeta Patamata

Co-Founder, Chief Client Officer

Sangeeta brings over two decades of global experience in client service and operations, having led mission-critical functions

Rajesh Balasubramanian

Co-Founder, Director, Chief Human Resource Officer

Rajesh is a human capital strategist turned wealth advisor, whose journey reflects a rare blend of people-first leadership

Adarsh Kamath

Co-Founder, Director

Adarsh brings a multidimensional perspective shaped by a career spanning financial services, entrepreneurship, IT,

Advisory Board

Venkitachalam Anantharaman

Venkitachalam Anatharaman is a distinguished business leader and strategist with a track record of building and scaling

Shamir Karkal

Shamir Karkal is a pioneering entrepreneur and fintech innovator, best known as the co-founder of Simple

Srinivas Uppaluri

Srinivas (Srini) is an author, speaker, mentor, advisor and leadership coach, with a distinguished track record

N Balachandar

Balachandar (Bala) is a seasoned human resources leader with over three decades of experience shaping organizations across geographies and industries.