Board of Directors
Mr. Akshay Gupta
Mr. Akshay Gupta has over 25 years of experience in banking, asset management, investment banking, and capital markets. He was Group Executive Head & CEO of Asset Management at Indiabulls and previously served as MD & CEO of Peerless AMC, leading its rapid growth. He was a senior leader at ICICI Prudential AMC and has also worked with ABN AMRO and HSBC in capital markets. A thought leader, he has authored articles on capital markets and asset management.
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Mr. Akshay Gupta
Mr. Akshay Gupta
Mr. Akshay Gupta has over 25 years of experience in banking, asset management, investment banking, and capital markets. He was Group Executive Head & CEO of Asset Management at Indiabulls and previously served as MD & CEO of Peerless AMC, leading its rapid growth. He was a senior leader at ICICI Prudential AMC and has also worked with ABN AMRO and HSBC in capital markets. A thought leader, he has authored articles on capital markets and asset management.
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Whole-time Director
Mr. Akshay Gupta
Mr. Akshay Gupta has over 25 years of experience in banking, asset management, investment banking, and capital markets. He was Group Executive Head & CEO of Asset Management at Indiabulls and previously served as MD & CEO of Peerless AMC, leading its rapid growth. He was a senior leader at ICICI Prudential AMC and has also worked with ABN AMRO and HSBC in capital markets. A thought leader, he has authored articles on capital markets and asset management.
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Mr. Sarthak Behuria
Mr. Sarthak Behuria superannuated as Chairman of Indian Oil Corporation Ltd on 28th February 2010. Prior to Joining IndianOil, he was Chairman and Managing Director of Bharat Petroleum Corporation Ltd.
After superannuation from IndianOil, he assumed responsibilities at KK Modi Group, Adani Group and is now appointed by Reliance Group as Chairman of Reliance BP Mobility Limited.
During his illustrious career, Mr. Behuria also headed several reputed industry organisations, Chief among them being SCOPE (Standing Conference of Public Enterprises) in India and appointment as President of World LP Gas Association 2008-10.
An alumnus of St. Stephen’s College, Delhi and the Indian Institute of Management (IIM), Ahmedabad.
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Mr. Sujit Kumar Varma
Mr. Sarthak Behuria
Mr. Sarthak Behuria superannuated as Chairman of Indian Oil Corporation Ltd on 28th February 2010. Prior to Joining IndianOil, he was Chairman and Managing Director of Bharat Petroleum Corporation Ltd.
After superannuation from IndianOil, he assumed responsibilities at KK Modi Group, Adani Group and is now appointed by Reliance Group as Chairman of Reliance BP Mobility Limited.
During his illustrious career, Mr. Behuria also headed several reputed industry organisations, Chief among them being SCOPE (Standing Conference of Public Enterprises) in India and appointment as President of World LP Gas Association 2008-10.
An alumnus of St. Stephen’s College, Delhi and the Indian Institute of Management (IIM), Ahmedabad.
After superannuation from IndianOil, he assumed responsibilities at KK Modi Group, Adani Group and is now appointed by Reliance Group as Chairman of Reliance BP Mobility Limited.
During his illustrious career, Mr. Behuria also headed several reputed industry organisations, Chief among them being SCOPE (Standing Conference of Public Enterprises) in India and appointment as President of World LP Gas Association 2008-10.
An alumnus of St. Stephen’s College, Delhi and the Indian Institute of Management (IIM), Ahmedabad.
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Independent Director
Mr. Sarthak Behuria
Mr. Sarthak Behuria superannuated as Chairman of Indian Oil Corporation Ltd on 28th February 2010. Prior to Joining IndianOil, he was Chairman and Managing Director of Bharat Petroleum Corporation Ltd.
After superannuation from IndianOil, he assumed responsibilities at KK Modi Group, Adani Group and is now appointed by Reliance Group as Chairman of Reliance BP Mobility Limited.
During his illustrious career, Mr. Behuria also headed several reputed industry organisations, Chief among them being SCOPE (Standing Conference of Public Enterprises) in India and appointment as President of World LP Gas Association 2008-10.
An alumnus of St. Stephen’s College, Delhi and the Indian Institute of Management (IIM), Ahmedabad.
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Mr. Mayank Malik
Mr. Mayank Malik has over 35 years of experience, including 20 years as CEO across five countries. He has led Citibank in the Middle East and Africa, including Bahrain, Jordan, and Iraq, and built businesses for Citibank, Standard Chartered, and IndusInd International Holdings. He has chaired the Bahrain Association of Banks and Tanzania Bankers Association and served on multiple boards, including the Tanzania National Business Council. An IIM Ahmedabad postgraduate, he was a University Topper and Gold Medalist at Delhi University.
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Mr. Mayank Malik
Mr. Mayank Malik
Mr. Mayank Malik has over 35 years of experience, including 20 years as CEO across five countries. He has led Citibank in the Middle East and Africa, including Bahrain, Jordan, and Iraq, and built businesses for Citibank, Standard Chartered, and IndusInd International Holdings. He has chaired the Bahrain Association of Banks and Tanzania Bankers Association and served on multiple boards, including the Tanzania National Business Council. An IIM Ahmedabad postgraduate, he was a University Topper and Gold Medalist at Delhi University.
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Non-Executive & Independent Director
Mr. Mayank Malik
Mr. Mayank Malik has over 35 years of experience, including 20 years as CEO across five countries. He has led Citibank in the Middle East and Africa, including Bahrain, Jordan, and Iraq, and built businesses for Citibank, Standard Chartered, and IndusInd International Holdings. He has chaired the Bahrain Association of Banks and Tanzania Bankers Association and served on multiple boards, including the Tanzania National Business Council. An IIM Ahmedabad postgraduate, he was a University Topper and Gold Medalist at Delhi University.
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Management Team
Mr. Sailesh Balachandran
Sailesh brings over two decades of leadership in private wealth, business banking, and strategic advisory across premier financial institutions in India. From building out regional franchises at Validus and LGT Wealth to leading private wealth businesses at ICICI Securities and HSBC, his experience spans deep client relationships and large-scale business growth across the South and East markets.
At TriGen Wealth, Sailesh is leading the creation of a tech-enabled, RM-led, full-stack private wealth platform, with a sharp focus on delivering bespoke solutions to HNI, UHNI, and Family Office clients across India—anchored in trust, experience, and precision.
At TriGen Wealth, Sailesh is leading the creation of a tech-enabled, RM-led, full-stack private wealth platform, with a sharp focus on delivering bespoke solutions to HNI, UHNI, and Family Office clients across India—anchored in trust, experience, and precision.
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Mr. Sailesh Balachandran
Mr. Sailesh Balachandran
Sailesh brings over two decades of leadership in private wealth, business banking, and strategic advisory across premier financial institutions in India. From building out regional franchises at Validus and LGT Wealth to leading private wealth businesses at ICICI Securities and HSBC, his experience spans deep client relationships and large-scale business growth across the South and East markets.
At TriGen Wealth, Sailesh is leading the creation of a tech-enabled, RM-led, full-stack private wealth platform, with a sharp focus on delivering bespoke solutions to HNI, UHNI, and Family Office clients across India—anchored in trust, experience, and precision.
At TriGen Wealth, Sailesh is leading the creation of a tech-enabled, RM-led, full-stack private wealth platform, with a sharp focus on delivering bespoke solutions to HNI, UHNI, and Family Office clients across India—anchored in trust, experience, and precision.
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Founder & Joint Chief Executive Officer
Mr. Sailesh Balachandran
Sailesh brings over two decades of leadership in private wealth, business banking, and strategic advisory across premier financial institutions in India. From building out regional franchises at Validus and LGT Wealth to leading private wealth businesses at ICICI Securities and HSBC, his experience spans deep client relationships and large-scale business growth across the South and East markets.
At TriGen Wealth, Sailesh is leading the creation of a tech-enabled, RM-led, full-stack private wealth platform, with a sharp focus on delivering bespoke solutions to HNI, UHNI, and Family Office clients across India—anchored in trust, experience, and precision.
At TriGen Wealth, Sailesh is leading the creation of a tech-enabled, RM-led, full-stack private wealth platform, with a sharp focus on delivering bespoke solutions to HNI, UHNI, and Family Office clients across India—anchored in trust, experience, and precision.
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Mr. Maneesh Kapoor
With over two decades of leadership across India’s top financial institutions, Maneesh brings a powerful mix of entrepreneurial vision and deep operational experience. He has led regional and national private wealth businesses at firms like InCred Wealth, LGT Wealth India, Validus Wealth, ICICI Securities, and ICICI Bank—building and scaling high-performing platforms across North and East India.
At TriGen Wealth, Maneesh is leading the vision to build a world-class, tech-enabled, RM-led private wealth firm—focused on delivering right-fit, high-impact solutions to HNI, UHNI, and Family Office clients across the country.
At TriGen Wealth, Maneesh is leading the vision to build a world-class, tech-enabled, RM-led private wealth firm—focused on delivering right-fit, high-impact solutions to HNI, UHNI, and Family Office clients across the country.
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Mr. Maneesh Kapoor
Mr. Maneesh Kapoor
With over two decades of leadership across India’s top financial institutions, Maneesh brings a powerful mix of entrepreneurial vision and deep operational experience. He has led regional and national private wealth businesses at firms like InCred Wealth, LGT Wealth India, Validus Wealth, ICICI Securities, and ICICI Bank—building and scaling high-performing platforms across North and East India.
At TriGen Wealth, Maneesh is leading the vision to build a world-class, tech-enabled, RM-led private wealth firm—focused on delivering right-fit, high-impact solutions to HNI, UHNI, and Family Office clients across the country.
At TriGen Wealth, Maneesh is leading the vision to build a world-class, tech-enabled, RM-led private wealth firm—focused on delivering right-fit, high-impact solutions to HNI, UHNI, and Family Office clients across the country.
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Founder & Joint Chief Executive Officer
Mr. Maneesh Kapoor
With over two decades of leadership across India’s top financial institutions, Maneesh brings a powerful mix of entrepreneurial vision and deep operational experience. He has led regional and national private wealth businesses at firms like InCred Wealth, LGT Wealth India, Validus Wealth, ICICI Securities, and ICICI Bank—building and scaling high-performing platforms across North and East India.
At TriGen Wealth, Maneesh is leading the vision to build a world-class, tech-enabled, RM-led private wealth firm—focused on delivering right-fit, high-impact solutions to HNI, UHNI, and Family Office clients across the country.
At TriGen Wealth, Maneesh is leading the vision to build a world-class, tech-enabled, RM-led private wealth firm—focused on delivering right-fit, high-impact solutions to HNI, UHNI, and Family Office clients across the country.
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Mr. Abhishek Chamaria
Abhishek brings 18+ years of technology leadership in financial services, having previously led transformative digital initiatives at Spark Financial Holdings and Bank of Baroda Wealth. His expertise lies in integrating enterprise architecture with innovation to deliver scalable financial solutions.
At TriGen Wealth, Abhishek spearheads our digital transformation, building tech platforms that empower clients and enhance delivery across the wealth value chain.
At TriGen Wealth, Abhishek spearheads our digital transformation, building tech platforms that empower clients and enhance delivery across the wealth value chain.
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Mr. Abhishek Chamaria
Mr. Abhishek Chamaria
Abhishek brings 18+ years of technology leadership in financial services, having previously led transformative digital initiatives at Spark Financial Holdings and Bank of Baroda Wealth. His expertise lies in integrating enterprise architecture with innovation to deliver scalable financial solutions.
At TriGen Wealth, Abhishek spearheads our digital transformation, building tech platforms that empower clients and enhance delivery across the wealth value chain.
At TriGen Wealth, Abhishek spearheads our digital transformation, building tech platforms that empower clients and enhance delivery across the wealth value chain.
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Chief Technology Officer | Founding Team
Mr. Abhishek Chamaria
Abhishek brings 18+ years of technology leadership in financial services, having previously led transformative digital initiatives at Spark Financial Holdings and Bank of Baroda Wealth. His expertise lies in integrating enterprise architecture with innovation to deliver scalable financial solutions.
At TriGen Wealth, Abhishek spearheads our digital transformation, building tech platforms that empower clients and enhance delivery across the wealth value chain.
At TriGen Wealth, Abhishek spearheads our digital transformation, building tech platforms that empower clients and enhance delivery across the wealth value chain.
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Ms. Namrata Ramachandran
With over 16 years of experience in private wealth and banking operations, Namrata has held leadership roles at Kotak, LGT Wealth, and Aditya Birla Finance, excelling in process enhancement and client service.
Namrata leads operations at TriGen Wealth, driving process rigour, service excellence, and operational scalability.
Namrata leads operations at TriGen Wealth, driving process rigour, service excellence, and operational scalability.
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Ms. Namrata Ramachandran
Ms. Namrata Ramachandran
With over 16 years of experience in private wealth and banking operations, Namrata has held leadership roles at Kotak, LGT Wealth, and Aditya Birla Finance, excelling in process enhancement and client service.
Namrata leads operations at TriGen Wealth, driving process rigour, service excellence, and operational scalability.
Namrata leads operations at TriGen Wealth, driving process rigour, service excellence, and operational scalability.
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Senior Vice President – Team Lead, Operations | Founding Team
Mr. Namrata Ramachandran
With over 16 years of experience in private wealth and banking operations, Namrata has held leadership roles at Kotak, LGT Wealth, and Aditya Birla Finance, excelling in process enhancement and client service.
Namrata leads operations at TriGen Wealth, driving process rigour, service excellence, and operational scalability.
Namrata leads operations at TriGen Wealth, driving process rigour, service excellence, and operational scalability.
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Mr. Joslin Anbalagan
Joslin is a data and analytics veteran with over 20 years in wealth management across IDFC First Bank, Motilal Oswal, and ICICI Securities. He brings deep expertise in MIS, automation, and strategic insights.
At TriGen Wealth, Joslin leads the MIS & Business Intelligence function, powering decision-making with data-driven insights and operational intelligence.
At TriGen Wealth, Joslin leads the MIS & Business Intelligence function, powering decision-making with data-driven insights and operational intelligence.
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Mr. Joslin Anbalagan
Mr. Joslin Anbalagan
Joslin is a data and analytics veteran with over 20 years in wealth management across IDFC First Bank, Motilal Oswal, and ICICI Securities. He brings deep expertise in MIS, automation, and strategic insights.
At TriGen Wealth, Joslin leads the MIS & Business Intelligence function, powering decision-making with data-driven insights and operational intelligence.
At TriGen Wealth, Joslin leads the MIS & Business Intelligence function, powering decision-making with data-driven insights and operational intelligence.
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Senior Vice President – Team Lead, MIS & Business Intelligence | Founding Team
Mr. Joslin Anbalagan
Joslin is a data and analytics veteran with over 20 years in wealth management across IDFC First Bank, Motilal Oswal, and ICICI Securities. He brings deep expertise in MIS, automation, and strategic insights.
At TriGen Wealth, Joslin leads the MIS & Business Intelligence function, powering decision-making with data-driven insights and operational intelligence.
At TriGen Wealth, Joslin leads the MIS & Business Intelligence function, powering decision-making with data-driven insights and operational intelligence.
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Mr. Vivek Kesarwani
Vivek’s 25-year career spans leadership roles at HDFC Bank, Citibank, and Credit Suisse, where he built high-performing teams and managed key client relationships across wealth and private banking.
As Business Unit Head – Private Clients, Vivek leads our client-facing teams, bringing a sharp focus on growth, trust, and client-centric delivery.
As Business Unit Head – Private Clients, Vivek leads our client-facing teams, bringing a sharp focus on growth, trust, and client-centric delivery.
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Mr. Vivek Kesarwani
Mr. Vivek Kesarwani
Vivek’s 25-year career spans leadership roles at HDFC Bank, Citibank, and Credit Suisse, where he built high-performing teams and managed key client relationships across wealth and private banking.
As Business Unit Head – Private Clients, Vivek leads our client-facing teams, bringing a sharp focus on growth, trust, and client-centric delivery.
As Business Unit Head – Private Clients, Vivek leads our client-facing teams, bringing a sharp focus on growth, trust, and client-centric delivery.
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Executive Director – Private Clients | Co-Founder
Mr. Vivek Kesarwani
Vivek’s 25-year career spans leadership roles at HDFC Bank, Citibank, and Credit Suisse, where he built high-performing teams and managed key client relationships across wealth and private banking.
As Business Unit Head – Private Clients, Vivek leads our client-facing teams, bringing a sharp focus on growth, trust, and client-centric delivery.
As Business Unit Head – Private Clients, Vivek leads our client-facing teams, bringing a sharp focus on growth, trust, and client-centric delivery.
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Ms. Sapna Patel
Sapna blends deep financial expertise with a versatile leadership portfolio—from wealth and PE advisory to entrepreneurial ventures and editorial leadership.
She drives our Family Office and UHNI client strategies, combining market insight and relationship excellence to create lasting client value.
She drives our Family Office and UHNI client strategies, combining market insight and relationship excellence to create lasting client value.
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Ms. Sapna Patel
Ms. Sapna Patel
Sapna blends deep financial expertise with a versatile leadership portfolio—from wealth and PE advisory to entrepreneurial ventures and editorial leadership.
She drives our Family Office and UHNI client strategies, combining market insight and relationship excellence to create lasting client value.
She drives our Family Office and UHNI client strategies, combining market insight and relationship excellence to create lasting client value.
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Senior Partner – Business Unit Head, Private Clients & Family Office | Founding Team
Ms. Sapna Patel
Senior Partner – Business Unit Head, Private Clients & Family Office | Founding Team
Sapna blends deep financial expertise with a versatile leadership portfolio—from wealth and PE advisory to entrepreneurial ventures and editorial leadership.
She drives our Family Office and UHNI client strategies, combining market insight and relationship excellence to create lasting client value.
Sapna blends deep financial expertise with a versatile leadership portfolio—from wealth and PE advisory to entrepreneurial ventures and editorial leadership.
She drives our Family Office and UHNI client strategies, combining market insight and relationship excellence to create lasting client value.
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Mr. Sachin Jain
Sachin brings 15+ years of experience across family offices, corporate treasuries, and multi-asset investing. His career includes leading roles at Sukvi Ventures, Inspira Group, and global firms like JP Morgan.
He leads the Family Offices & Corporate Treasuries vertical at TriGen Wealth, delivering bespoke investment strategies and institutional-grade portfolio solutions.
He leads the Family Offices & Corporate Treasuries vertical at TriGen Wealth, delivering bespoke investment strategies and institutional-grade portfolio solutions.
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Mr. Sachin Jain
Mr. Sachin Jain
Executive Vice President – Family Office & Corporate Treasuries | Founding Team
Sachin brings 15+ years of experience across family offices, corporate treasuries, and multi-asset investing. His career includes leading roles at Sukvi Ventures, Inspira Group, and global firms like JP Morgan.
He leads the Family Offices & Corporate Treasuries vertical at TriGen Wealth, delivering bespoke investment strategies and institutional-grade portfolio solutions.
Sachin brings 15+ years of experience across family offices, corporate treasuries, and multi-asset investing. His career includes leading roles at Sukvi Ventures, Inspira Group, and global firms like JP Morgan.
He leads the Family Offices & Corporate Treasuries vertical at TriGen Wealth, delivering bespoke investment strategies and institutional-grade portfolio solutions.
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Executive Vice President – Family Office & Corporate Treasuries | Founding Team
Mr. Sachin Jain
Sachin brings 15+ years of experience across family offices, corporate treasuries, and multi-asset investing. His career includes leading roles at Sukvi Ventures, Inspira Group, and global firms like JP Morgan.
He leads the Family Offices & Corporate Treasuries vertical at TriGen Wealth, delivering bespoke investment strategies and institutional-grade portfolio solutions.
He leads the Family Offices & Corporate Treasuries vertical at TriGen Wealth, delivering bespoke investment strategies and institutional-grade portfolio solutions.
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