Complexity Simplified
The firm manages wealth with clarity. Built on Integrity, Powered by Research. Because true wealth isn't just preserved - it's passed on with purpose. Wealth isn't complicated. It's just layered. At Coheron, the firm unravels the layers so you can move with clarity, not confusion. Because when you see clearly, you decide wisely. And that changes everything.
Sorted by 3-year return. Returns are TWRR, net of fees; CAGR above 1 year.
COHERON BEYOND BETA FOF
B V Raman
CEO
Raman is the CEO and Founder of Coheron Wealth, bringing over 20 years of extensive experience in the financial services industry. His comprehensive expertise spans institutional business, business development, product development, and corporate advisory, making him a key leader in delivering strategic financial solutions. As the head of his new venture, Raman continues to leverage his experience and industry insights to create a trusted investment solution platform, delivering high-quality wealth management services with a focus on sustainable growth and value creation. Throughout his career, Raman has held prominent leadership roles, where he played a crucial role in driving business growth and innovation. His deep understanding of market dynamics, coupled with a client-focused approach, has enabled him to craft be-spoke financial strategies that align with clients' long-term goals. Prior to establishing Coheron Wealth, Raman served as ED at LGT Wealth India, where he oversaw direct equity business. His career also includes pivotal roles as CEO of Tiger Brokers India and Head of Wealth Management and Equity Business at Way2Wealth.
Manish Acharekar
Director
A seasoned wealth management professional with over 18 years of experience, having worked with esteemed organizations like Kotak Securities, Way to Wealth, AMTIGER Consultants, and LGT. Proficient in managing the entire product lifecycle, including development, strategy, sales, team leadership, and client relationships. Adept at engaging with institutional and corporate clients, as well as promoters of various companies, to deliver tailored financial solutions.
Oscar D'sa
COO & Head Business Advisory
Oscar Dsa is a seasoned tax professional with expertise spanning M&A deals, private equity, corporate restructuring and international taxation. His career includes significant roles in accounting and legal firms, as well as industry positions. Oscar excels in complex investment structuring, estate planning, and family office management. He has successfully negotiated deals for fintech investments, private equity exits, and global family investments, ensuring tax efficiency and smooth succession planning.
Investments in securities markets are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future returns.
Kunal Dalal
CIO
MBA in Finance
Kunal Dalal's career, spanning over two decades, highlights his significant influence and leadership within the financial sector. His role at Coheron Wealth is complemented by a wealth of experience in top fund houses and equity broking firms, where his expertise in Mid & Small Cap funds and stock selection has sharpened his ability to pinpoint growth opportunities and enhance portfolio performance. Kunal's strategic acumen in fund management and portfolio optimization is backed by his MBA in Finance, blending deep theoretical knowledge with hands-on experience. This combination makes him a key figure in developing and executing investment strategies that drive financial growth and meet the investment goals of clients and stakeholders. His ability to leverage both his practical and academic insights underscores his role as a critical architect of successful investment strategies, positioning him as a pivotal player in navigating complex financial landscapes and achieving superior investment outcomes.
Jignesh Patel
Director - Research
MBA in Finance
Jignesh Patel, brings forth a wealth of experience spanning over 20 years in the field of Index Research and Equity Data operations. Before joining Coheron Wealth, Jignesh held the position of Senior Manager at S&P Global, where he led a team of over 50 Research Analysts. In this role, he managed comprehensive coverage of Key Developments, Corporate Events, and Industry filings across global equity markets. Prior to his tenure at S&P Global, Jignesh spent more than 15 years at MSCI Inc., contributing significantly as Vice President in Index Management. His multifaceted responsibilities included various roles in industry classification, benchmark research, and equity market operations. Jignesh holds an MBA in Finance and is a commerce graduate from Mumbai University.
Prateek Jain
Head - Product & Investment Solutions
Prateek Jain is a seasoned finance professional with over thirteen years of experience in the industry. He specializes in mutual fund research, macroeconomic analysis and investment strategy, leveraging his extensive experience in investment advisory to drive effective investment solutions and strategies for clients.
Deepen Shah
Chief Business Officer
A seasoned wealth management professional with over 23 years of exclusive experience, including tenures at IIFL Wealth and L&T Wealth. Skilled in facilitating investments for Family Offices, Listed Companies, and Ultra-HNIs, with a proven track record of delivering bespoke wealth solutions tailored to high-net-worth clients and corporate entities.
Aditya Agarwal
Head - Alternate Investments
Aditya Agarwal is a seasoned investment professional with over 21 years of experience in derivatives, technical analysis, and proprietary trading. As the Head of Alternate Investments at Coheron Wealth, he focuses on designing and executing alpha-driven strategies across structured products, tactical trades, and alternative asset classes, with a strong emphasis on disciplined risk management and risk-adjusted returns. Previously, he served as Head - Technical & Derivatives at Sanctum Wealth, where he led high-conviction, hedged strategies for HNI and UHNI portfolios. His career spans leading institutions such as ICICI Securities, IL&FS Investsmart, Way2Wealth Brokers, and Composite Securities, where he developed deep market insight and robust trading frameworks.
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