Vikas AgrawalFounder & CEO
Our Founder, Vikas, is the backbone of AIF & PMS experts. He holds an MBA degree in Finance and has numerous years of experience in the Alternative Investments space. His extensive experience of around 18 years in Digital Finance has bestowed him with a bird’s eye view on the High Networth Individual (HNI) investment space and the economy as a whole.
Before AIF & PMS Experts, Vikas was associated with Motilal Oswal Private Wealth Management and Motilal Oswal 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 in client servicing gives 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 about everything under the sun.
Shashi AgrawalDirector and Chief Technology Officer
Mrs Shashi Agarwal has an MCA degree. She has worked with companies like Aptech in the past. Her strong foothold over technology makes Shashi one of the most critical team members in building platforms and ideating Application Programming Interface(APIs). Her foresight and ideation in technology have helped AIF & PMS complete its initial internal technical projects.
Conventional in her approach, yet humble in her thoughts, Shashi adds experience and spirit to the technical team at 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 the areas of Portfolio Management Services, Mutual Funds, Structured Products, Investment Advisory, Wealth Management, Private Banking, Financial Planning and Insurance. Romit has earlier worked with blue-chip organisations like Kotak, ICICI Prudential AMC, Motilal Oswal and others in various leadership roles. Romit is also a voracious reader and his flair for writing is deep rooted in his noteworthy insight on market behaviors that otherwise go unnoticed.
Mrityunjay PrasadChief Marketing Officer
Mr Prasad infuses life to our brand with more than 16 years of experience in digital finance branding. He is a hardcore designer and is blessed with strong foresight in terms of presentation and styling.
Previously, Mr Prasad has worked with Narnolia Financial Advisors Limited as Senior Manager- Branding. His experience lies majorly in the BFSI segment.
Mr Prasad believes that decision simplicity, reputation management and active promotion plays a vital role in driving business in the financial domain. He’s also a ‘pro’ when it comes to strategic planning and growth management.
Shweta DhotreRelationship Manager
Shweta is an excellent communicator and presenter. She represents a true millennial by demonstrating patience and observance regarding client management. Shweta has a total work experience of around four years and is growing with our growing organisation, at every step.
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.
Devanshu BindlishRelationship Manager
Devanshu is one of the most recent persons to join AIF & PMS Experts. He is a Commerce graduate and has 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.
Himanshi AgrawalSenior Executives -Social Media
Himanshi Agrawal 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.
Aadinath SatheSenior Executive - Operations
Aadinath is a commerce graduate. He has immense knowledge about operations in the investment industry. Aadinath has more than 5 years of experience in the financial domain. His judgements and presentations contribute immensely towards projects completion.