Your Investment Partners
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.
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’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.
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.
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.
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!
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.
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.
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.
She believes in advising investment as per clients’ risk profile and their financial goals that they need and want to achieve.
Pentagraph offers her the right platform to be able to act on what she believes in.
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.”
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. Renowned for fostering strong client relationships, meticulousness, and unwavering ethical commitment, Kamlesh plays a pivotal role at Pentagraph, overseeing crucial client accounts for wealth management.
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. At Pentagraph , Sahil deploys his core strengths to handhold his clients towards achieving their financial goals.
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. Guided by a strong belief in the power of compounding and behavioral finance, his aim is to drive positive changes in the financial lives of investors.
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.
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.