Durgesh Pandya Durgesh Pandya

Durgesh Pandya

Managing Director

Manish Shah Manish Shah

Manish Shah

Director, Private Wealth

YASH JOSHI YASH JOSHI

YASH JOSHI

Executive Director

Ajay Upadhyay Ajay Upadhyay

Ajay Upadhyay

Associate Director

Rahul Agarwal Rahul Agarwal

Rahul Agarwal

Founder - Ideal Insurance Broking & Mentor to UpperCrust Wealth

Our Fund Management Team

Sagar Lele Sagar Lele

Sagar Lele

Fund Manager

CA. Sagar Soman CA. Sagar Soman

CA. Sagar Soman

Equity Strategy - Advisor

Our Wealth Manager & Client Operation Team

Lakshmi Achutharam Lakshmi Achutharam

Lakshmi Achutharam

Chief Happiness Officer

Manoj Rohit Manoj Rohit

Manoj Rohit

Senior Relationship Manager

Roshan Shah Roshan Shah

Roshan Shah

Senior Relationship Manager

Manvi Agarwal Manvi Agarwal

Manvi Agarwal

Customer Relationship Manager

Bijal Mehta Bijal Mehta

Bijal Mehta

Wealth Manager