Jeremy is a Certified Financial Planner (CFP) registered with the Financial Planning Standards Board- India and a Registered Investment Advisor (RIA). A graduate in Mathematics from the Mumbai University, he further pursued an Executive Programme in Global Business Management from the Indian Institute of Management, Calcutta that equipped him with knowledge and skills to navigate organizations through a dynamic business environment. Prior to starting his advisory services, Jeremy has worked with the Wealth Management Industry for over thirteen years with reputed firms such as Tata Capital Wealth Management, Anand Rathi Private Wealth and Deutsche Bank - Private Banking, managing investments and financial requirements of business families and high net worth individuals. When he is not working, he can be seen at the gym, training to be fit and healthy. Jeremy reads mostly history and he enjoys the time spent travelling and exploring new places. He loves music of every genre.

Annie is a management professional who brings twenty-nine years of experience in the banking sector. A graduate in Statistics from Mumbai University, she did her Masters in Business Administration from the K J Somaiya Institute of Management, Mumbai. Annie has worked with the Industrial Development Bank of India Ltd., in the credit and rehabilitation finance division. As the Honorary Chancellor, she helped establish the wing of the Consulate of Republic of Macedonia in Mumbai. Annie is fluent in French and German, apart from English, Marathi and Hindi. When not working, she likes to involve herself in social projects. She is a true voyager, seeking culture, art and new experiences on her travels. Annie enjoys dancing and yoga that helps her relax.

Sanobar is a Practicing Advocate for Civil and Property Matters in Pune Civil Courts and in the Debts Recovery Tribunal, Pune. She is a B.Com. LL.B and has a Sanad from the Bar Council of Maharashtra and Goa. Having worked with the Bank of India's Trust services department for over ten years and as an empaneled lawyer for several leading banks, Sanobar provides her expert opinion on legal issues in banking and financial matters. She helps clients with documentation, drafting of matters pertaining to trusts or societies, trust deeds, wills, gift deeds and release deeds. Her expertise in litigation is helpful to clients when drafting notices, suits and execution proceedings. When not being a legal eagle, Sanobar likes to tuck in with a book at home or go swimming. She practices yoga regularly for it helps her unwind and relax, besides keeping her fit.

Golda is a post-graduate in Investment Banking and Capital Markets from NSE Academy and holds a Master’s degree in Commerce from the Mumbai University. She is experienced in finance and accounts with a demonstrated history of working in the client servicing, taxation, accounting, auditing industry. At Kesef, she handles portfolio reporting, taxation and also assists in research. Being an art connoisseur, she believes that art provides us with deeper understanding of emotions, self- awareness, and more.

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