Vikas AgrawalFounder & CEO
Before AIF & PMS Experts, Mr.Vikas was associated with MotilalOswal Private Wealth Management and MotilalOswal AMC as a Senior Group Vice President. He is known for his distinguished client orientation in terms of services and has generated immense goodwill through positive feedback from his discerning clientele. Vikas is extremely passionate about his client’s wealth goals. His ideation in the business, deep understanding of business cycles, and passion for client servicing give him an edge over other experts in the HNI and Ultra- HNI segment. Being an ardent learner of business cycles, he keeps pace with the causes of macro and microeconomic events. Vikas considers meeting Mr. Warren Buffet one of his most significant achievements. In his free time, Vikas loves to swim, read and research everything under the sun.
Shashi AgrawalDirector and Chief Technology Officer
Mrs.Shashi Agrawal has an MCA degree. She has worked with companies like Aptech in the past. Her strong foothold over technology makes her one of the most critical team member. She helps in building platforms and ideating Application Programming interfaces (APIs). Her foresight and ideation in technology have helped AIF & PMS complete its initial internal technical projects. She have conventional approach and humble thoughts. Mrs.Shashi adds experience and spirit to the technical team of AIF & PMS Experts. A significant part of her experience is in building technology for the BFSI segment.
Romit BaratGroup Mentor
Romit Barat is a product professional having core competency in Portfolio Management Services, Mutual Funds, Structured Products, Investment Advisory, Wealth Management, Private Banking, Financial Planning, and Insurance. Romit has worked with blue-chip organizations like Kotak, ICICI Prudential AMC, MotilalOswal, and others. He worked in various leadership roles. Romit is also a voracious reader with his flair for writing is deep-rooted in his note-worthy insight on market behaviour’s that otherwise go unnoticed.
Devanshu BindlishAssociate Vice President
Devanshu is one of the most recent to join AIF & PMS Experts. He is a Commerce graduate with adequate financial knowledge to manage client relations in the financial sector. His passion for finance gives an edge to his tasks. He has around six years of business development experience and has a niche record of building repute amongst clients.
Devendra BardiyaManager - Client Servicing
Devendra is a highly meticulous person. He is good with finance and communication. The combination of diverse skills makes him a genius at client servicing. He has completed his post-graduation from commerce at the University of Pune.
Roop S ChanchlaniChief Financial Officer
Roop S Chanchlani working as a Chief Financial Officer, brings 37 years of experience with MNC Company. He was associated with departments such as client service cell, Logistics, Exports, and Accounts & Finance. He sees pitfalls and opportunities behind financial data and acts as a strategic business partner for the CEO. And he’s an expert on current financial themes related to our industry.
Jaydeep Ramesh WalkeClient Onboarding Head
Jaydeep Ramesh Walke is a part of management and he welcomes the new client to our AIF and PMS family and ensures they understood about services and solve all queries related to us.
HimanshiSenior Executives -Social Media
Himanshi is highly enthusiastic, motivated and helpful in nature. She is our Sr. Executives -Social Media dept. She has an excellent academic record which has embedded more quality in her. She is extremely passionate about her work because she loves what she does.
Chirag is a Sales Intern and pursuing BBA in International Business from MIT WPU, Pune and, He is Assisting Sales Manager with his 2 years of work experience and helping our organisation in its mission and vision
Dhanush BhandariDigital Marketing Manager
Dhanush Bhandari is Digital Marketing Manager at AIF PMS Experts. He is responsible for Planning and Managing all marketing campaigns and activities, which helps us in reaching clients. Mr.Bhandari improves client approachability. His quality of work speaks louder and adds more value to our organization. He is B.E E&TC from Pune University and holds 2.6 Years of experience in the Electronic Industries