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Leadership Team
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. Rahul’s proficiency in managing business operations – with a focus on earnings and growth, will prove to be useful at Pentagraph.
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. Meghashyam aims to make Pentagraph the go-to company for financial planning.
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. Besides, he has been competent as an HNI client manager. Anil intends to make Pentagraph a name synonymous with reliability.
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, breakeven management, Forex, etc. His keen marketing acumen and prudent financial mentorship have enabled him to gain people’s trust.
Penta Team
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.
He strongly believes that portfolio management is the management of risk and not the management of our returns. Therefore, he advises investors to refrain from self-management of these risks. A qualified professional not only manages money but is also adept with market cycles, responsible for clients’ accountability, risk profiles, aspirations and expectations.
In line with Pentagraph’s Investment Philosophy, Yogesh:
Simplifies the investment journey
Brings clarity and focus on investment behavior
Handholds investors through market cycles
This is what he is here to help you with!
PUSHKAR DONGRE
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. from Investment Relationship Manager to Imperia Client Relationship Manager to being a Branch Head, he led an expert team of sales and operations to achieve critical sales targets, successful audits, and top class customer service.
With an in-depth knowledge of Wealth Management and Mutual funds, Pushkar will be responsible for implementing Pentasophy for the key clients at Pentagraph.
ASHISH JOSHI
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.
He has been instrumental in driving Sales and Marketing of various Retail Products including Branch Banking Functions, HNI Client Relationship Management, Retail Trade Finance, Audit and Statutory compliance, People and Profitability Management. As a Director at Pentagraph, Ashish is responsible for strengthening the wealth management and Financial Planning network, and adding value to his HNI clients.
NIMISHA
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. She firmly believes in financial freedom and wants to create awareness and impart financial literacy to the society as a whole.
ASIT KUMAR
Associate 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. Asit’s main focus is to help the investors achieve their financial goals with correct planning and execution. As it rightly says, “If you fail to plan, you are planning to fail.”
JANHAVI DESHPANDE
Head - Operations
Janhavi has been working in the banking industry and wealth management for 10 years. She has expertise in Wealth Management Operations, Client’s Service & Compliance, Retail Banking & Forex. She has done her dual MBA in Finance & Marketing, and has experience in building and sustaining operational excellence at the workplace.
PRACHI PANSE
Investment Executives
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. An avid reader of books on finance, she believes that learning is a life-long process. With an unbiased approach she works in favor of what is best for her client and that gives her job satisfaction.
ABHINAV SHRAVGE
Investment Executives
Abhinav has worked with asset management companies including HDFC AMC and ICICI AMC, in which he has been instrumental in customizing financial plans for more than 200 clients within 12 years. He has established a strong acumen across various channels in the financial sector. He is known for his commitment towards his clients. Thorough in his analytical skills, he provides guidance to his clients on investments, savings, retirement and client-specific financial goals.
