Service@wealthreserv.com
+91 120 691 0510
Kunall is a seasoned professional with over 19 years of experience in Wealth Management, Financial Planning and Asset Management. An alumnus of Symbiosis University, Pune and a dynamic wealth management professional dedicated to help individual, families and businesses build, protect and grow their financial assets and specializes in delivering personalized wealth solutions tailored to each client’s unique goals and risk profile.
Known for his integrity, client centric mindset, and commitment to excellence, Kunall focuses on building lasting relationships founded on trust and transparency and empowers clients to make informed financial decisions and achieve long term prosperity.
Nicklesh is the Chief Analyst and Research Partner with over a vast experience of over 15 years. Nicklesh holds the certification in CFP and CFA and has been providing Capital Market Research globally since 2019.
Nicklesh brings deep market insight and analytical expertise to the firm’s wealth management practice. With a strong foundation in financial research, data analysis, and investment strategy, Nicklesh plays a pivotal role in shaping informed, evidence-based portfolio decisions. He leads the research function, closely tracking market trends, economic indicators, and emerging opportunities to design strategies aligned with clients’ long-term financial goals.
Harish is a dedicated wealth management professional with over 17 years of experience specialized in Operations and digital business management. With a strong foundation in financial services and process optimization, Harish ensures seamless operational efficiency while driving the firm’s online growth and client engagement strategies.
Harish supports in enhancing service delivery, and leveraging digital platforms to provide clients with a smooth and transparent wealth management experience. His detail-oriented approach and commitment to innovation help maintain high standards of service and operational excellence.