A CA with over two decades of expertise in Banking, Finance, NRI, Wealth Management, and Estate & Succession Planning. Besides, Ashish is also a qualified Company Secretary and holds a Postgraduate Diploma with specialization in Treasury & Forex.
He began his professional journey with ICICI Bank in 2002, where he excelled in various domains including technology, private banking, wealth management and investments. ICICI Bank’s Wealth Management brand was set-up during his tenure, and has risen today to one of the most successful affluent proposition in the country. His career is dedicated to advising Ultra HNI families on Wealth Management, Asset Protection, Estate & Succession Planning and forex / cross-border matters.
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.
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.
With over 20 years of experience in Corporate Governance, Legal, Finance, and Compliance, Vinay Nagaonkar is a seasoned corporate professional with expertise in advising national and multinational organizations. Holding qualifications including B.Com, M.Com, LLB, LLM, FCS, MBA (Finance), CFA (India), and NISM, he has successfully led complex corporate legal, financial, governance, and strategic compliance initiatives, working closely with Boards of Directors and senior management.
Natasha Athaide leads Human Resources at Universal Trustee Pvt Ltd and Universal Trusteeship Services Ltd, bringing over 15 years of experience building high-performing, people-centric organizations. Her expertise spans talent strategy, learning and development, and culture transformation, with a consistent focus on aligning people initiatives to business outcomes.
Over the course of her career, Natasha has scaled HR functions through periods of rapid growth and change, led enterprise-wide engagement and retention initiatives, and built leadership pipelines that strengthen organizations. She is known for turning HR into a genuine driver of business performance rather than a support function. She brings deep grounding in regulatory compliance and governance including POSH certification and regulator-mandated compliance.
Natasha holds an MBA in Human Resources with an Executive Program in Talent Management at XLRI Jamshedpur.
A Master’s in Commerce , Vishwas brings extensive experience in estate planning, commercial contracts, project finance and regulatory compliance. He is known for providing strategic legal guidance, crafting tailored solutions for complex transactions, and ensuring seamless alignment with legal and regulatory frameworks.
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