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Leadership Team

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Our Leadership

 

Mr. Rajesh Dedhia

Senior Vice President
A CA with over 22 years of experience, specializes in advising HNIs on investments, financial consulting, succession planning, tax residency, and foreign citizenship. His expertise extends to creating tailored financial strategies, enabling clients to achieve their long-term goals while ensuring compliance with regulatory frameworks.

Ms. Vishakha Bhagwat

Senior Vice President
A Master’s in Law and admitted to the Bar in 1985, Vishakha brings extensive experience in estate planning, commercial contracts, project finance and regulatory compliance. She is known for providing strategic legal guidance, crafting tailored solutions for complex transactions, and ensuring seamless alignment with legal and regulatory frameworks.

Ms. Althea Trinidad

Senior Vice President
20+ years of expertise in trusteeship operations, specializing in Debenture Trustee, AIF, SEBI & CERSAI compliances and ISO certifications. Althea’s domain extends to managing Private Trusts, ensuring robust compliance adherence, and delivering exceptional quality in the trusteeship domain.

Ms. Vishakha Bhagwat

Vice President
A lawyer with 25+ years of experience in family law, banking, real estate & finance, legal & regulatory compliance and corporate advisory. Jyotsna specializes in providing tailored succession & estate planning solutions focused on preserving wealth and legacy. Her approach combines integrity and precision to deliver effective, client-centric strategies.

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