About us

Our team brings an accumulative experience of more than 150+ years in the finance & IT Industry. We are fully funded an committed to our client and partner's success.

Our platforms are created by a group of incredible investment and wealth managers who have recognized that no other wealth management platform in current market can truly deliver an enterprise grade wealth management solution which covers all their requirements.

Our team leverages latest technology developments like AI & ML to deliver future ready solutions for our customers. Lets' embark on this journey together, where your goals, and your successes is our successes. We already cater to our esteemed customers who manage investments ranging from $200 million to $1 Trillion USD.

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Our Team
Core Members
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Kunal Anand

Founder & Managing Director

  • Entrepreneur & US Citizen, ~50 years Successful Family Business
  • 10+ Years Business in US, 20+ Years overall Experience
  • Harvard Alum
  • Engineer
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Kamal Kishore Das

Co-Founder & CEO

  • Entrepreneur, Second Venture
  • 23+ Years overall Experience, 10+ Years in Fintech & Business in US
  • IIT & IIM - Premier Tech & Mgmt Institutes in India
  • Fintech Product Design & Commercial Roll out experience
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Kavi Arora

Advisory Board Member

  • 30+ Experience in Financial Services
  • Wealth Business Leader with ABN Amro
  • CEO/Leadership role with Top Tier (USD Bn+) Fin Services biz
  • Successful fund-raising experience on international scale
  • Golf Champ
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Govind Singh

Chief Technology Officer

  • 17+ Experience in Technology
  • Worked with HSBC Capital Markets
  • Product Architect, Enterprise Architect, Engineer
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Amitabha Sinha

Chief Product Officer

  • Multiple Patents in US in Computer Science & Al/ML
  • Carnegie Mellon & MIT Alum # IIT Delhi Gold Medalist
  • Enterprise Technology Architect # Digital Biz roll out
  • 20+ Years experience across Top Tier Tech firms
Advisory Board
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Becky Reed

Advisory Board - Credit Union Strategy

  • 20+ Years leadership in credit unions and CUSOs.​
  • Crypto/ DLT Enthusiast & published author​
  • 4 "Cs" - Credit Unions, CUSOs, Crypto and Collaboration.​
  • Chairman Of Pure IT Credit Union Services​
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Sumedh Mehta

Advisory Board - Investment Technology

  • FIRC
  • Chief Information Officer - Putnam Investments & Fidelity
  • Proven Track record on Investment Technology roll out on global Scale
  • 30+ Years Financial Services experience in US & EU
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Ned Philips

Advisory Board - Business Development Strategy

  • Business Development, Global Markets Strategy
  • Wealthtech Thought Leader. 30+ years in Fin Services.
  • Avid ultra-distances runner.
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Debarshy Nandy

Advisory Board - Model Portfolio

  • FIRC
  • Senior Associate Dean - International Business School, Brandeis University
  • Widely published financial services academic 30+ Years in academia
  • Quant Modeling experience
  • Startup Ecosystem Leader & Jury Member, Massachusetts Fintech Specialty
Our locations
Come visit our friendly team at one of our offices.
marker_pinNewport Beach, California 92660, USA
marker_pinEmmar Capital Tower 1, Sector 26, Gurugram, India
marker_pinPune, India