Magesh B

Managing Partner

Magesh has over 17 years of experience in the Wealth Management / Affluent Segment. He is a certified Wealth Manager and has worked with the top 3 Financial companies consisting of Kotak Securities, Religare, and IIFL Private Client Group. Managing the Corporate / Promoter Family & UHNI clients, he is passionate about wealth creation for affluent client segments. He has been instrumental in developing the PCG business during his previous tenure and has been recognised as a notable wealth manager. He holds an MBA in Finance from ITM University.