WHO WE ARE
Helping Investors Build Enduring Wealth with Discipline and Clarity.
A CFP ®, research-driven approach designed to help families and professionals grow, protect, and transfer wealth across market cycles.
values
Built on Trust, Driven by Discipline
We follow a deeply personalized, research-driven approach—designing and managing portfolios aligned to your goals, time horizon, and risk profile. Our focus is on building long-term wealth with clarity, discipline, and consistency.
Client-First Approach
A commitment to putting your long-term financial well-being at the center of every decision
Integrated Solutions
Comprehensive wealth solutions designed to bring structure, clarity, and alignment to your financial life.
Personalized Strategies
Portfolios tailored to your goals, risk profile, and evolving life needs.
Experience & Expertise
A seasoned team with deep market understanding and a disciplined investment approach.
EXPERIENCED TEAM
Meet the Experts Behind Investment Success
A seasoned BFSI professional with 21+ years of experience in wealth management and financial services. Bhasker has led strategy, business development, and cross-sell initiatives across reputed Indian and global institutions including Reliance Life, Religare Macquarie, Deutsche Bank, and Aditya Birla Capital.
He holds a PGDBM in Finance & Marketing from ISB&M, Pune, and an Executive Programme in Fintech & Blockchain from IIM Kolkata. Bhasker is also a certified CFP® professional, bringing strong financial planning expertise to the forefront of client engagement.
Recognized among the Top 101 Most Influential BFSI Leaders in India by BFSI Congress & ET Now, he believes that wealth management is built on trust, clarity, and a future-first approach — helping people and institutions align their financial resources with their long-term aspirations.
Capt. Prasad Tendulkar is the founder of Seacrest Marine Services Pvt Ltd. He is a Master Mariner and has helmed leadership roles in Eitzen Maritime Services Company based in Denmark.
With active business participation and vast knowledge of Shipping industry he has 25 years of experience in marine business both nationally as well as Internationally.
He is currently into shipbroking with a Shipping agency network and Shipping grab business spread across PAN India.
Pratik is a Senior Relationship Manager at Univesto Capital, responsible for client acquisition and relationship management. With over three years of experience in the BFSI sector, he specializes in the mutual fund domain, focusing on building and nurturing strong relationships with both clients.
He brings a solid understanding of mutual fund products, market dynamics, and investment strategies, enabling him to support clients with well-informed, tailored solutions. At Univesto, Pratik plays a key role in driving business growth while ensuring a high standard of client engagement and satisfaction.
Pratik holds a Master of Commerce (M.Com) in Advanced Accountancy from Thakur College, combining a strong academic foundation with practical industry experience to deliver consistent, value-driven outcomes.
Vishal leads Client Relations at Univesto Capital, bringing over 18 years of rich experience in the BFSI industry. He has worked with both leading domestic institutions and multinational firms, giving him a well-rounded understanding of client expectations across diverse financial landscapes.
At Univesto, Vishal focuses on building strong, long-term relationships by ensuring seamless client servicing, clear communication, and a consistently high standard of engagement. His deep industry insight and client-first approach make him a trusted point of contact for investors, helping enhance their overall experience and confidence in their wealth journey.
Tanu is a Manager in Client Servicing at Univesto Capital, with over three years of experience in the BFSI sector.
She plays a key role in ensuring smooth day-to-day operations and delivering a seamless service experience to clients.
At Univesto, Tanu focuses on efficient execution, timely coordination, and maintaining high service standards across client interactions. Her detail-oriented approach and commitment to responsiveness help strengthen client trust and enhance overall engagement.
With a strong foundation in operations and client servicing, Tanu contributes to creating a consistent and reliable experience for clients throughout their wealth journey.
Advisory Board
Kunjan Gandhi a senior tax professional is the managing partner at Thacker Butala Desai a chartered accountant firm based at Nariman Point, Mumbai.
He has an experience of 25 years in the field of taxation which includes cross border transactions and advising on tax structures.
He is also Hon Treasurer and trustee with Annamrita Foundation a NGO feeding midday meal at the Govt aided schools and Hon Treasurer at BNHS (Bird Natural History Society).
Namita Agarwal is the founder of India Succession. She assists families to structure the succession of their wealth and businesses in accordance with the family philosophy and in a legally compliant manner. She has assisted 1500+ families over the past 15 years which has honed her skills to provide appropriate advisory to clients for preparing their Wills, setting up of Family Trusts to create a multigeneration succession plan,cross border succession for NRIs, inheritance tax planning, mediation of family disputes in matters of inheritance.
She works with leading private and wealth management firms, multi-family offices to provide bespoke solution to their clients.
She has created awareness about the importance of succession planning by conducting training sessions for various social, corporate groups and regularly writing in leading papers and magazines such as Times of India, Financial Express, livemint, cnbctv18 etc.
Namita Agarwal graduated from HR College of Commerce and Economics. She then pursued her LLB from Government Law College along with the Company Secretary course from ICSI. She is also an IMI certified mediator. Before founding India Succession, she worked with Amicorp Trustees and Emkay Wealth Management heading the succession planning vertical.
Let’s Build Your Wealth the Structured Way
A disciplined, research-driven approach to building portfolios aligned with your goals, time horizon, and risk profile.
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