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Jaydev Arora, CFA

CEO & Founder

Jaydev has over 20 years of experience, specialising in portfolio construction across Fixed Income, Equities, and Derivatives. He has held positions at Standard Chartered, Rak Bank, and HSBC, and holds the CFA designation.

His interests include technical indicators, investment strategies, financial planning, and AI.

Krishna Pather

Board Advisor

Krishna, with over 20 years in financial services, specialises in Finance and Investment and is nearly a qualified actuary. He has extensive experience in Wealth Management and previously led Wealth and Asset Management at SBM Group in Mauritius.

His expertise spans Research, Product Design, Portfolio Management, Multi-Asset Class Proficiency, and ESG. He holds a Bachelor of Business Science in Actuarial Science from the University of Cape Town and has pursued postgraduate studies in several related fields.

Amit Bhatia

Director

Amit has 16+ years of experience managing portfolios for HNWIs and institutional clients across equities, debt, mutual funds, derivatives, and private equity. He has held key roles at ICICI Bank, Kotak Mahindra Bank, and Multi-Family Offices in DIFC, Dubai, specialising in wealth management and strategic investment planning.

Passionate about market trends and portfolio optimisation, Amit crafts tailored strategies to drive growth and confidence in a dynamic market.

Shalini Roy

Strategic Advisor

With over 20 years of experience in the financial sector of the Middle East, Shalini has developed a career in Swiss private banking and insurance, in addition to her roles at a leading national bank. Her proficiency lies in designing customised portfolios for high-net-worth individuals and institutions, merging precision with strategic insight across fixed income, equities, and alternative investments.

Shalini holds a Master’s degree from the University of Wales, Cardiff, which provides her with a global perspective and extensive regional expertise.