He has done his schooling from Saint Joseph’s High School in Matunga and Bachelor of Commerce from Mumbai University.
He is a certified Chartered Accountant, The Institute of Chartered Accountant Of India (Rank Holder) and Chartered Financial Analyst(CFA), USA
He has started out investing and speculating in the capital markets at an age of 14 before taking a few knocks and getting back up. Was driven by Greed, Fear and Neighbors Envy before he realized the market really was a Dimaagkakhel. He is a CA from the ICAI institute and CFA from the CFA institute.
He has started his journey as an intern with Deloitte India and E&Y India offices auditing large clients like Reliance Industries, Cadbury India, JSW Steel and DSP Merrill Lynch. He has got a deep first hand understanding on the manner of functioning of large multi-billion dollar businesses. He subsequently took over the role of VP of Samruddhi Group to manage the varied business interests of the Group. In 2015, founded the Indian Trading League and SAMCO to solve consumer problems in the capital market space. He also took up the mantle of expanding the SAMCO’s presence by product development, enhancing customer experience and revenues and setting the strategic direction of the company. He is a winner in understanding consumer problems and building technology solutions to solve consumer problems. His ability to focus on execution while keeping in mind the big picture and long term strategic direction of the company is colossal. He has hands on experience in advertising, sales and marketing. Also, good understanding of tax laws, SEBI laws and financial matters.
He is a disciple of Warren Buffett and firmly believes that businesses can have sustainable profitable growth only by building huge moats which can be protected and defended in the marketplace. In the fintech space, the biggest challenge is simplifying the intimidating nature of the capital markets for individuals which can be achieved by innovative technology products and great user experience. He believes that wealth will be created only if genuine value is created for the consumer.
Pratik heads the technology function of the business and has hands on experience in current technology standards and emerging technologies. He evaluates and identifies appropriate technology platforms for delivering the best value. Prior to joining SAMCO, he worked as a Software Lead at Adrun Inc, a digital ad agency and worked as founder director of Zon Software which provided customised software solutions to businesses as per their needs.
Mahesh posses deep understanding of compliances, he is a financial wizard and extremely focused on the task in hand. He has been in stock market industry from the physical rings to digital demat age and possesses a deep understanding of Indian stock markets. A business oriented finance and compliance guy, he believes that compliance should never be an obstruction for growth of business.
Meera is responsible for onboarding of new clients and related compliances. She is also responsible for the over-all quality control management and handling customer experience. Prior to joining SAMCO, Meera worked with the National Stock Exchange and worked with the membership compliances department.
Umesh boasts of 20+ years of experience in the capital markets and heads the research function at SAMCO. He has done extensive work on how market create and destruct investor wealth. He is regular speaker on business channels like ET NOW, Zee Business and CNBC TV18. He is a visiting faculty at various business colleges empowering students in financial markets.
He currently manages and monitors end-to-end RMS processes. Responsible for constant innovation in RMS policies which maintain a balance in consumer needs and business risk appetite. He also takes the role of the chief beta tester for any products rolled out by the company. SAMCO can boast one of the most customer friendly yet sound RMS practices and Narayan can solely be credited for the same.
Nilesh is responsible for core operations and compliances at SAMCO. He is a Chartered Accountant by qualification. Nilesh is an expert contingency planner and also a great troubleshooter. He believes every problem is born with a solution and one just needs to find it. He is thoroughly well versed with all internal processes and is a master of all operational tasks.
Setu heads the sales function at SAMCO. Setu is financial market enthusiast with interest in fundamental analysis. He believes everyone with a will to learn can be trained and training can help individuals outperform their own capabilities. He believes sales team is the first point of contact for a client and a delightful experience should be given to the customer as they move through the sales funnel.
Meet the dedicated team of over 150+ members serving you each day.
World Class Customer Support
+91-22-22227777 | +91-22-61699000
You can also get in touch with our Support Helpdesk Here.