Wealthreserv - Led By Experts

Kunall Khatrri

Founder & Director

Kunal is a Seasoned Banker with over 14 years of vast experience in Financial Planning, Wealth Management & Retail Assets. He specializes in managing client portfolios through his in-depth Knowledge across Financial Products.

Corporate & Transaction Advisory
Wealth Management
Professional Consultancy Services

Goal based Financial Planning
Portfolio Management (PMS)
Alternate Investments

Nicklesh Anandan

Research Partner & Chief Analyst

Nicklesh has an experience of over 11 years in Investment Banking. He holds CFP & CFA certifications and has been providing capital market research internationally since 2019.

Equity Research
Private Equity
Portfolio Management

Alternate Asset Valuation
Business Valuations
Market Research

Harish Koli

Director - Operations

Harish has over 15 years of experience in Operations and Retail Sales. He has in-depth knowledge of financial products, client services, and MIS reporting.

Mutual Funds Operations
Private Equity Support
Portfolio Management