Chanakya Wealth Creation Plan

With 25+ years across Investments and Banking, Chetan have led strategic roles in Investment Advisory, Institutional Sales, Product Strategy, and Asset Allocation, bringing a multi-asset perspective grounded in simplicity, discipline, and long-term value creation. His earlier stints with RBS, Motilal Oswal, Kotak Bank, and ICICI Bank shaped a deep understanding of markets, client behaviour, and portfolio construction. Since 2014, he has been leading the Advisory practice at TrustPlutus, serving families, family offices, and enterprises. The core of our work is long-term, framework-driven value creation through bespoke investment advice, holistic wealth planning, and disciplined asset allocation. Ranked among the Top 3 Financial Planners in Asia by PlanPlus (2016), his endeavour is to combine domain expertise with a structured decision-making philosophy, believing that data depth, behavioural awareness, and clarity of process are essential. We view volatility as different from risk and focus on building resilient portfolios through Bayesian-influenced frameworks that minimise behavioural pitfalls and amplify analytical strength with technology. He holds an MBA in Finance and is a Certified Financial Risk Manager (FRM).

Vishal Chandiramani (CFA, CFP) is the COO of TrustPlutus, having led the Products business unit since November 2013. He brings over two decades of experience in financial services and consulting across sales, investment advisory, portfolio management, and research. Earlier in his career he held roles at Religare Macquarie Wealth Management, ASK Wealth Advisors, and McKinsey & Company. He holds an MBA from SP Jain Center of Management (Dubai/Singapore) and is accredited as a Chartered Financial Analyst (CFA Institute, USA) and Certified Financial Planner (FPSB, India).

Jayeeta is a seasoned private banker with over two decades of diversified experience spanning wealth management, asset management, insurance, and family-office advisory. She has been part of the UHNI private banking practice at TrustPlutus since November 2010. Her professional journey includes tenures at DSP Merrill Lynch, Birla Sun Life Distribution, and Aviva Life Insurance, equipping her with a comprehensive and multi-dimensional perspective on client needs, portfolio construction, and long-term wealth stewardship. She is widely recognized for her relationship-centric approach, disciplined execution, and an exceptional ability to build enduring relationships. Her forte is crafting bespoke strategies, demystifying financial complexities, and guiding intergenerational wealth creation and preservation. She holds a Master of Business Administration from ICFAI, Hyderabad, and an advanced two-year MBA from INSEAD, France.

Satwick has over two decades of Private Banking & Capital Markets experience with expertise in financial planning, investment strategy and portfolio management. He works with entrepreneurs, senior corporate leaders, professionals and corporates on their investment management requirements, helping them acquire, preserve and grow wealth. Satwick is responsible for Wealth Management at TrustPlutus. In the past, he has served as Market Director & Head of Investment Advisory at DSP Merrill Lynch Wealth Management and Executive Director and Head of International at Sanctum Wealth Management (ex RBS Coutts Private Banking business in India). Satwick is a B. Tech from Indian Institute of Technology Bombay and Post Graduate in Management from Indian Institute of Management, Lucknow.

Anisha has over two decades of Private Banking experience of which 17 years have been with Citi. Prior to Citi, she was part of Bank of America's Corporate Banking team. Her experience covers the full spectrum of value added financial services including Structuring, Investment Management and Capital Markets. She has completed her Bachelor's degree in Economics from the Shri Ram College of Commerce (SRCC) Delhi and a Master's in Business Administration from the International Management Institute (IMI), Delhi.

Naushil brings over two decades of rich and diversified experience in the financial services industry, spanning both sell-side and buy-side functions. He began his career as an equity analyst covering the IT and Telecom sectors, before transitioning into investment advisory and portfolio management, where he has spent the last six years delivering research-driven, client-centric investment solutions. Naushil's career trajectory includes analytical and leadership roles at Anand Rathi Share & Stock Brokers Ltd., Karvy Stock Broking, and Sunidhi Securities & Finance, culminating in his current role as Head of Research at TrustPlutus Wealth since April 2014. He is widely recognised for his disciplined analytical framework, deep market insight, and unwavering commitment to providing thoughtful, high-quality investment guidance to clients. Naushil holds an MBA from the Jamnalal Bajaj Institute of Management Studies (JBIMS), Mumbai.