Santosh Joseph Santosh Joseph

Santosh Joseph, CEO & Managing Director

Santosh Joseph brings over 22 years of experience in banking and financial services. He began his career as a banker with Standard Chartered Bank and went on to work with some of the most esteemed financial institutions in India. Most recently, he served as Vice President & Business Head for the Karnataka region at DSP BlackRock Mutual Fund, where he honed his expertise in strategy, business leadership, and client engagement….

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Santosh Joseph Santosh Joseph

Ayappa KM, Senior Partner & Co-founder

As a graduate with more than 20 years in the asset management business, he brings a wealth of experience to the table. In his prior role as Assistant Vice President of Sales at DSP BlackRock Investment Managers, he honed his skills in client relations and business development. Beyond his professional endeavors, he is also deeply passionate about fitness, sports, music, and travel, finding inspiration and balance in these pursuits.

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Santosh Joseph Santosh Joseph

Jackson A, Partner & Co-founder

Bringing 16 years of banking experience, he has handled US mortgages at e4e and HSBC for over a decade. Specializing in due diligence, he has analyzed products and accounts with precision. previous assignment as Manager at HDFC Bank, deepened his understanding of banking operations. I maintain an active lifestyle, indulging in sports, fitness activities, and nurturing passions for music and travel.

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Santosh Joseph Santosh Joseph

Bijoy Peter, Senior Partner

With a stellar 28-year finance career spanning prestigious institutions like Deutsche Bank AG, Standard Chartered Bank, and HSBC, he has expertly managed assets worth INR 1000 Crores. Holding previous Vice President roles, he is a seasoned Wealth Management specialist. Outside finance, he passionately pursues badminton and fitness, harmonizing professional and personal pursuits flawlessly.

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Santosh Joseph Santosh Joseph

Sanjay Jayakumar, Partner & Co-founder

With a finance degree and bagging 14 years in asset management experience, he brings a solid foundation to the table. As an Investment Manager at DSP BlackRock, he was part of the institutional team handling corporate treasuries. Beyond finance, he is also a skilled and passionate musician, co-founding House Of Music Excellence (H.O.M.E) an endeavor aimed at uplifting music education to new heights.

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Santosh Joseph Santosh Joseph

Sandeep Freddy, Partner & Co-founder

Over 18 years of diverse experience, he is a certified Project Manager and skilled in Business Operations and Process Management. At GE Capital International Services, he managed operations and implemented Robotic Process Automations. He is also passionate about technology and efficiency, always seeking innovative solutions. Beyond work, he expresses his creativity as a lead guitarist, indulging in his love for music.

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Santosh Joseph Santosh Joseph

Ruchira Lukose, Partner

Experienced financial analyst with a proven track record in pricing, market risk, and strategy.  Master's in economics, held key roles at Goldman Sachs Asset Management, Lyxor Asset Management (Societe Generale), and WeWork India.  Passionate about leveraging data-driven insights to optimize pricing and mitigate risk.  Outside of work, I enjoy music, thrifting, and exploring new places.

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Santosh Joseph Santosh Joseph

Phillips Kurian, Associate Partner

With a distinguished 21-year finance career across Standard Chartered Bank, HSBC, CitiBank, and Axis Burgundy Private, he brings deep expertise in wealth management. Outside finance, he passionately pursues technology and is an avid history buff, harmonizing his professional and personal pursuits with equal flair and dedication.

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Santosh Joseph Santosh Joseph

Serene James, Research Analyst

Hailing from Bangalore she is a B Tech CS gold medalist with 5 years of experience as a senior configuration analyst in healthcare IT, Serene joins us as a research analyst passionate to use her data and analytical skills for market and fund research. Apart from work she enjoys spending her leisure time travelling, playing badminton and singing.

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Santosh Joseph Santosh Joseph

Abhay Krishnan, Chief of Administration, Accounts & Compliance

With over 30 years of diverse experience in the technology industry, he brings deep operational insight and strategic acumen to every role. Having held leadership positions at S3 Inc, Intel, NetApp, IBM, and Kyndryl, he has built a strong foundation in Business Operations, Project and Program Management, Mergers and Acquisitions, and Outsourcing. His extensive background spans complex, high-impact initiatives, consistently driving business value and transformation

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Santosh Joseph Santosh Joseph

Nisha Bai, Client Relations

Armed with a Bachelor of Commerce degree, she has amassed 8 years of administrative experience. This includes organisations like Green technologies, Pro School IMS and Oyo as well. Outside of work, she indulges in traveling, adventure, food, nail art, pets, indoor and outdoor games, modeling, and riding gear bikes.

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Santosh Joseph Santosh Joseph

Jessica Johann, Client Relations

With a Diplôme de Patisserie from Lavonne Academy of Baking Science and Pastry Arts and a Bachelor of Arts degree from Kristu Jayanti College, she possesses a diverse educational background. Her internship experiences include Hotel Golf Chateau de Chailly in Burgundy, France, and The New Indian Express in Chennai. Additionally, she volunteers as a counselor at a women's shelter.

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Santosh Joseph Santosh Joseph

Rohit S, Client Relations

A double degree holder in Bachelors of business administration and Bachelors in vocation - Digital media and animation, bringing experience in Implementation consultant and Work force management, with expertise in process management and client relationship. His hobbies include Art, biking & Music.

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