FOCUSED ON

A confluence of passion, time, planning and knowledge. The sound of clarity. We are BugleRock.

BugleRock Capital Pvt Ltd (formerly known as o3 Securities Pvt. Ltd) is a Wealth & Asset Management company that focuses on building customised, value-based solutions for clients. Built ground up by a team with a strong experience of hand-holding clients across multiple market cycles.

PURPOSE

We empower leaders with the insights, strategies, and support they need to build, sustain, and pass on lasting wealth and a meaningful legacy.

VISION

To be the trusted partner for leaders, delivering transformative insights and holistic wealth advisory that drive long-term success and impact.

MISSION

We serve as the foundation for leaders, offering best-in-class advice and risk management solutions—seamlessly integrating technology with a human touch.

OUR PHILOSOPHY

Inspired by Resilience, Guided by Duty

At BugleRock, our philosophy is rooted in resilience, clarity, and unwavering commitment. Just as a bugler once signaled guidance from a watchtower, we stand as a steadfast partner, providing clear, decisive insights in an ever-changing financial landscape.

Anchored in Bengaluru, “The Sound of Clarity” embodies our approach: leveraging strategic foresight and unwavering guidance to navigate challenges, build a resilient foundation, and ensure your enduring legacy, empowering you to confidently transform financial aspirations into lasting impact.

Evolution

A Legacy of Growth and Expertise:

BugleRock Capital began as a Single Family Office, meticulously managing the financial complexities of our founding family. This experience laid the foundation for our evolution into a full-fledged Multi-Family Office and Wealth & Asset Management firm. Today, we proudly serve a diverse clientele, leveraging our expertise from this legacy of growth.

This transformation underscores our unwavering commitment to:

01.

Excellence

Providing exceptional wealth management services.

02.

ADAPTABILITY

Navigating the ever-evolving financial landscape.

03.

CLIENT TRUST

Prioritizing our clients financial well-being.

GROWTH

Our Offerings

Customized Solutions for Your Financial Needs

Customized Solutions for Your
Financial Needs

Purposeful Wealth, Meaningful Impact

Integrating CSR Into Financial Strategy

Integrating CSR Into
Financial Strategy

At BugleRock Capital, we empower our clients to align their financial goals with positive social impact through thoughtfully integrated Corporate Social Responsibility (CSR) initiatives. Our team collaborates with clients to identify philanthropic opportunities that resonate with their values, ensuring meaningful and measurable contributions. By partnering with leading NGOs and change-makers, we provide access to a network of impactful organizations, enabling clients to support causes that reflect their vision and create a lasting legacy of purpose and responsibility.

Partnering with Change-Makers

Connecting Values with Impact

We cultivate relationships with leading NGOs and change-makers to connect you with impactful organizations. These partnerships empower you to support causes that align with your values and maximize your philanthropic goals.

Meet Our Team

Guided by Experience, Driven by Expertise

Guided by Experience, Driven
by Expertise

Our team of visionaries and experts brings precision, insight, and dedication to guiding your financial future.

SHYAM SHENTHAR

Co-founder & Director

MANOJ SHENOY

Co-founder & CEO

SUDHINDRANATH PAI K

Co-founder & Director

SUDEEP SRIKANTASWAMY

Co-founder & Director

Rajesh Chandran

Director & Market Head, Private Wealth

Amisha Shah

Senior Managing Partner, Private Wealth

Gireesh Kulkarni

Senior Managing Partner, Private Wealth

Magesh B

Managing Partner, Private Wealth

Siva Kumar Perla

Managing Partner, Private Wealth

E A Sundaram

Executive Director & CIO – Public Markets

Rajesh Keswani

Principal Officer & Director – Public Markets

Himanshu Upadhyay

Fund Manager

Ishwar Raj

Fund Manager

Bharat M Sharda

Head – Compliance

Shyamal Patkar

Head of Operations – Asset Management

NIKHIL ARORA

CEO

Dheeraj Bharwani

CIO & Managing Director

Chris Wilson

Advisor

CAREERS