From our leadership team to our individual advisors and specialists, our mission is to serve you and your family. We
are confidantes, counselors, and navigators, dedicated to managing the complexities of family and wealth.
Meet Our
Leaders
Dhiraj Relli
Managing Director & CEO
Sandeep Bharadwaj
Chief Operating & Digital Officer
Deepak Jasani
Head - Retail Research
Pranab Uniyal
Head - Investment Advisory
Varun Lochab
Head - Institutional Research
Aman Dwivedi
Senior Equity Specialist
It's not just numbers, it's the heartbeat of hope for a future where every
peak is a stepping stone towards more milestones.
Dhiraj Relli
MD & CEO
Dhiraj Relli oversees all aspects of the company’s institutional, retail
business and operations. With a career span of over Three decades, he is the member of HDFC family since
2008. He has served as Senior Executive Vice President and Head of Branch Banking at HDFC Bank, where he
managed Retail Branch Banking spreading across 800 branches geographically.
