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Partnering
all the way
to the top

Assets Under Management*

Happy Families

Happy Clients

Cumulative Experience

*Assets Under Management (AUM) mentioned above is just a function of our focus on individuals’ financial aspirations. We guide investors to achieve their goals.

We Are
Pentagraph

Pentagraph is India’s first Wealth Management & Financial Planning boutique led by a group of experts in the field, with more than two to three decades of experience building success stories for clients across varied industries.

Founded in 2009, Pentagraph focuses on making peace, happiness & abundance available to its clients. With top-class investment services for the HNI and Ultra-HNI clients, organizations & institutions, Pentagraph has been instrumental in building a sustainable elite lifestyle.

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Wealth
Administration

Worrying about financial freedom that you have achieved is not freedom at all. All you need is a partner you can put your trust in and know that your wealth is in safe hands, and your freedom is undisturbed.

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Wealth Management
WEALTH MANAGEMENT

The term 'Wealth' is often perceived as something one tries to achieve, or aspire, and reach a destination or a “La La Land”.

WEALTH DISTRIBUTION

As your Personal Wealth Managers, we work along with you to define the key objectives that you wish to achieve through the wealth.

WEALTH
PROTECTION

Upon onboarding, the very first activity that we conduct is to check if you and your business are exposed to any vulnerabilities.

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The Value Creators

Meet The Investment Partners

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RAHUL MONE
Chairman
With more than three decades in the banking sector. Rahul has a rich and varied experience across Strategic Planning, Branch Management and Client Relationship Management. He’s extremely adept at monitoring the various banking operations and known to build long-term relationships with clients.
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MEGHASHYAM SINKAR
Co-Founder
With a rich experience (ICICI Bank and HDFC Bank) under his belt, Meghashyam has been working as a Financial Planner and Investment Strategist. He has proved his mettle as a Wealth Manager by dealing with HNI clients. His analytical skills play a crucial role in designing financial strategies for clients.
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ANIL BHARTI
Co-Founder
Anil’s experience of working with leading banks (ICICI Bank and HDFC Bank) spans more than 12 years. Anil brings versatility to the table as he has worked with almost all the departments of Retail Banking, like sales, operations, team management, etc.
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YOGESH KSHIRSAGAR
Senior Director
Having worked with leaders like HDFC Bank & RBL Bank across 15 years makes Yogesh the right person as Pentagraph’s (Senior Director). On his journey to the mid-management level, he has worked in divisions like Super HNI client management,
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YOGESH MEHTA
Senior Director
Yogesh is an MBA in marketing and finance from ISB&M, Pune. He is a financial enthusiast with over 15 years of experience in the financial domain.
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ASHISH JOSHI
Senior Director
Ashish has an impressive three decades of rich experience from diverse industries. This includes 10 years with NBFC (Bajaj Auto Finance), Telecommunication (Mobilink Pagers), FMCG (Pepsi Cola Manufacturing Com Private Ltd, Beverage department) and Banking experience of almost 20 years with HDFC Bank.
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NIMISHA
Senior Director
AICWAI and Career Banker with over 19 years of industry experience with HDFC Bank, ICICI Bank and Kotak Mahindra Bank. Her experience includes Relationship Management and Retail Branch Banking with hands-on experience in transactional banking , compliance, customer and team management . Building trust and nurturing relationship with the client has been the key objective.
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PUSHKAR DONGRE
Senior Director
Pushkar has a solid experience of 18 years in the Financial Services domain. As a seasoned Wealth Manager, he has been instrumental in contributing substantial AUM since 2013 at ICICI Securities Private Wealth. Almost close to a decade journey at HDFC Bank Ltd.
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RIDDHI SEN
Director
With Post-Graduate Diploma in Marketing Management from Symbiosis, Riddhi has invested more than a decade and a half in Mutual Funds sector. She has worked with Asset Management Companies such as HSBC, Axis and Sundaram, heading various channels including Banking, Corporate and IFA’s for Pune region.
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ASIT KUMAR
Director
With Five and half years of experience in ICICI Prudential Asset Management Company and overall more than 10 year of experience in the capital market, Asit is here to use his expertise and wisdom in making investors’ financial freedom journey joyful and aspirational. Asit has an expertise in managing HNI and corporate clients.
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KAMLESH SAO
Associate Director
Kamlesh, an MBA professional, brings vast finance industry experience, specializing in portfolio management and financial strategies. He’s contributed to ICICI Securities, ICICI Prudential AMC, Kotak Mahindra Bank Ltd, JM Financial, and more, amassing an impressive professional track record.
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PRACHI PANSE
Associate
Prachi works as a Financial Planning consultant, with an empathetic heart and an analytical mind. Whether it’s life or money, she is extremely organized. Her initial days as an NCC cadet made her a well-disciplined team player and a solid leader. With strong experience in data analytics and her empathetic nature, she can quickly read situations and sense client requirements.
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SAHIL KANADE
Associate
Sahil is a BBA graduate form Pune University, and has completed SEBI’S NISM VA certification. To fulfil his passion for traveling and understanding the business aspect of it, he completed his masters in travel and tourism. A big-time fitness enthusiast his core strengths of discipline, problem solving and people-connect comes from his National Cadet Corps (NCC) Army Wing B’ certification with ‘Alpha’ grade, and NCC Army Wing C’ certification with ‘Bravo’ grade.
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VIREN BARTAKKE
Associate
Viren is a skilled wealth management professional with rich fintech industry experience. He excels in holistic financial planning, including portfolio management, investment advisory, and boosting financial literacy. Holding a postgraduate degree in Securities Markets from NISM, Viren plays a crucial role at Pentagraph, overseeing HNI financial planning.
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Financial Freedom

Invest in Life

No one else can do it for you For everything else, there's

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Family Office

It’s not about the destination, Neither is it about the journey… It’s about the company you choose in the journey, that matters.

We serve Ultra High Net Worth Individuals and Families as a fiduciary with our Premium Family Office Solutions & Services. As a MFO, our partners, supported by a team of experts from the fields of Legal, Finance, Investment, Business, Taxation, Real Estate and Legacy Planning, work towards providing an integrated solution.

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What People Say About Us

Client Testimonials

My Money is in safe hand back home

- US based NRI

Pentagraph Investment Philosophy

We have an inside-out approach. The market acumen that we have gained across decades, has enabled us to construct a self-sustaining life management framework.

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Need help? Call our Client Servicing Team at +91 87930 88804

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