Co-Founder & Director | 20+ Years of Experience
B.Tech (Chemical Engineering), MBA (Finance & Marketing)
A Certified Financial Planner (FPSB, USA), Mr. Vikas brings extensive leadership experience in banking and wealth management, having held senior team-leading roles at HDFC Bank, Indiabulls Securities, Axis Bank, and IndusInd Bank. With expertise in investment planning, financial structuring, and portfolio strategy, he has helped affluent individuals, families, and businesses achieve their financial goals with precision.
Co-Founder & Director | 16+ Years of Experience
Commerce Graduate, MBA (Marketing)
A Certified Financial Planner (FPSB, USA), Mr. Pranav has built a reputation in investment advisory, portfolio management, and HNI wealth structuring, having worked with leading financial institutions such as Citi, Standard Chartered, and Kotak Bank. His expertise lies in business development, corporate alliances, and strategic financial planning, ensuring that clients receive tailored, high-impact wealth strategies.
Director | 18+ Years of Experience
MBA (Finance), CFA Charterholder
A CFA Charterholder and seasoned capital markets expert, Mr. Satpal has extensive experience in investment research, portfolio optimization, and wealth management. He has worked with Religare, Edelweiss (Nuvama), and IndusInd Bank, contributing to market research, financial analysis, and risk assessment strategies. As a member of CFA Institute (USA) and CFA Society India, and an active participant in industry research & advocacy, he ensures that clients benefit from cutting-edge investment insights and disciplined wealth strategies.
Director & Strategic Advisor | 45+ Years of Experience
A visionary entrepreneur and business strategist, Mr. Ramesh has an eye for identifying high-potential investment opportunities. His deep understanding of business growth, financial planning, and wealth creation stems from his experience in building and scaling Kitty Industries into a leading conglomerate. At WealthVault, he leverages his expertise to help business owners and investors make informed financial decisions that drive sustainable growth.
WealthVault Research and Analytics Private Limited, delivers expert financial guidance and strategic investment solutions, helping clients build, grow, manage, and preserve long-term wealth through informed financial planning.
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Important Disclaimer: Mutual Fund investments are subject to market risks. Please read all scheme-related documents carefully before investing. WealthVault Research and Analytics Private Limited acts as a Mutual Fund Distributor and is not providing investment advisory services unless specifically stated otherwise.
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