Our Team

RamKumar Agrawal

Founder Director

  • Post Graduate – Mechanical Engineering
  • Certified Financial Planner - CM
  • NISM Post Graduate program in Investment Advisory
  • NISM Equity Derivatives Market
  • NISM Mutual Fund Distributor.
  • NISM Common Derivatives
  • 30 years of experience in Financial planning and wealth management.

Amit Mamdyal

Executive Director

  • CFPCM
  • CFA(L1)
  • MBA(FIN), M-com(Taxation)
  • CPGPCM
  • 13 years of Industry experience
  • Compliance Officer- Investment Advisory Division

Prasad Satare

Executive Director

  • Bachelor of Engineering (VJTI, Mumbai)
  • Executive Program in Global Economics for Managers (IIM Calcutta)
  • Post Graduation in Securities Management - Investment Advisory (NISM)
  • 20+ years of experience in Investing in financial market
  • 6 years of experience as SEBI Registered Investment advisor.
 

Charu Agrawal

Executive Director

  • BBA in International Business
  • NISM certified Mutual Fund Distributor
  • Masters in HR from Birmingham University (UK).

Smita Agrawal

Director

  • Post Graduate
  • 15 Years of Experience in Insurance and risk Management

Neil Kulkarni

Relationship Manager

  • MBA (Finance)
  • NISM Certified Mutual Fund Distributor.
  • 5 years of Experience in Financial Markets.
 

Usha Iyer

Relationship Manager

  • Bachelors in Commerce
  • NISM Certification
  • 15 Years of experience in Financial Market

Sagar Tandeo

Business Development /Marketing Manager /Corporate Communications Manager

  • Bachelors In Computer Science
  • MBA(Marketing)
  • NISM Certification
  • 5 Years of Experience in Equity & Derivatives Market

Pradnya Upasani

Relationship Manager

  • Bachelors in Commerce
  • NISM Certifications
  • 10 years experience in Financial Markets
 

Vinay Devane

MFD Compliance Officer

  • Masters in Commerce
  • 11 years of experience in Financial Service Industry.

Rohit Shinde

Customer Support Executive

  • Bachelors in Commerce
  • 7 Years of experience in Life and Health Insurance sector

Rupali Kale

Customer Support Executive

  • Bachelors in Commerce
  • 2 Years of experience in Mutual Fund Industry.
 

Richa Agrawal

Publicity and Social media executive

  • BBA Appeared

Kaushik Ladda

Relationship Manager

  • Bachelors in Commerce
  • NISM Certifications Mutual Fund Distributor
  • 1 years of experience in Equity Markets.

Sakshi Agrawal

Relationship Manager

  • Bachelors in Commerce
  • NISM-Certified Mutual Fund Distributor
  • 5 years of Experience in Accounts

Risk Factors – Investments in Mutual Funds are subject to Market Risks. Read all scheme related documents carefully before investing. Mutual Fund Schemes do not assure or guarantee any returns. Past performances of any Mutual Fund Scheme may or may not be sustained in future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. All existing and prospective investors are advised to check and evaluate the Exit loads and other cost structure (TER) applicable at the time of making the investment before finalizing on any investment decision for Mutual Funds schemes. We deal in Regular Plans only for Mutual Fund Schemes and earn a Trailing Commission on client investments. Disclosure For Commission earnings is made to clients at the time of investments. Option of Direct Plan for every Mutual Fund Scheme is available to investors offering advantage of lower expense ratio. We are not entitled to earn any commission on Direct plans. Hence we do not deal in Direct Plans.

AMFI Registered Mutual Fund Distributor | ARN-107743 | Initial Registration: 05/01/2016 | Current Validity: 04/01/2028
SEBI REGISTERED INVESTMENT ADVISOR | REG. NO. -INA000016223 | BSE ENLISTMENT NO: 1045 | Validity: 07/10/2021 to perpetual
ODR Portal can be accessed via the following link - https://smartodr.in

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