• Shankar Sharma, Founder, First Global

    Shankar Sharma, Founder, First Global

  • First Global, founded nearly 30 years back, by two young MBAs, in their 20s, Shankar Sharma and Ms Devina Mehra, both ex- Citibank, disrupted the Broking industry back then, offering top quality investment research, of a level, depth and integrity unheard of in India and Emerging Markets. Now, they are repeating the same Strategy in the Investment and Wealth Management Business, worldwide and in India. Their deep sense of ethics, combined with the most advanced Proprietary Investment Tech in the world, has put First Global into a unique category of Investment & Wealth Management firms globally: a firm that doesn't care for its own bottom line: it cares only for its clients'. In an industry driven by rampant mis-selling, abounding selfish interest, and shoddy, inexpert advice rendered by people unqualified to do so, First Global has stood out, through its neutral, unbiased, deep- data driven investment tech.

  • Shankar Sharma Of First Global: A Disruptor, Bringing A New Secret Sauce To The Global Wealth & Investing Business: Science + Conscience

Leading Financial Navigations to Good Returns

By: Deepshikha Singh, Editor

Undoubtedly, running a business means putting money into production and while one might have little money at hand for the initial setup, chances are that there will loans, credit cards and investors involved in the process. However, whether a

Tips To Save Income Tax In FY 2021-22

By: Ravi Singhal, Vice-Chairman, GCL Securities

All of us want to save money as much as we can, provided it is legally correct. How to save Income Tax is probably one of the most searched phrases when it comes to saving money for taxpayers. All of us should always pay our income tax as it

Top 10 Wealth Management Advisors - 2021

Digital Transformation - Craft Your Own Recipe For Success

By: Antarpreet Singh, Director - Digital Learning, Indian School of Business

"Every business is a Digital business". I often start my talks on Digital Transformation with this comment. "How can every business be digital", the participants invariably ask me.


A Nation’s Priority – Its About Time!

By: Manoj Jagathmohan, Director & Head, Commercial Operations India, QIAGEN lndia

Above all, be the heroine of your life, not the victim- Nora Ephron" The story of two journeys separated by time and space but connected through something even stronger something that can save the lives of millions of women around the world."


The Shape Of Insurance Industry: Now And Then!

By: Peuli Das, Chief & Appointed Actuary, IndiaFirst Life Insurance Company

I wouldn't be far from the truth if I say that today, nearly all conversations in the world eventually land up on the same subject - COVID! No matter how far we try to go away from it.


A Leadership Paradigm Shift for the New Normal

By: Dr.Madana Kumar, VP and Global Head - Leadership Development, UST Global

We hear about "New Normal" a lot these days. COVID 19 has disrupted our lives and this has spawned a whole new set of studies and theories about what the future could hold for our lives. We cannot escape this even if we want to.


Core Engineering: The Need of the Hour for a Self-Reliant India

By: Chandra Reddy, CEO, Altran India

Ancient inventions of basic tools, objects and machines like wheels and pulleys laid the foundations of the word `Engineering' as we know it today. Deploying mechanical principles of engineering, our ancestors gave birth to these creations and later,


Navigating The New Normal: How Brands Can Re-Strategise To Create Meaningful Experiences For Consumers

By: Vipin Pungalia, Director, Professional Segment, Sennheiser India

This pandemic has twisted our lives in more ways than we could imagine. The world that is grappling in the health crisis has also severely affected businesses across the world.


Transforming Digital Process Automation during New Normal

By: Dr. Kaushik Sengupta, Product Head – Food SAR Region, Bureau Veritas Group

The impact of the Covid-19 pandemic has demonstrated the value of IT and digital transformation across industries and businesses are utilizing this time to speed up the transition.


Future Data Scientist

By: Ram Kumar, Chief Data and Analytics Officer, Cigna

In 2012, data science was described as the 'Sexiest job of the 21st century' by Harvard Business Review. The role of data scientist has become an increasingly critical one for businesses, uncovering patterns and insights from business data that help


Key to Improve Business Margin - ‘Productivity & Efficiency’

By: Kumar Gaurav, Vice President, Billionsmiles Hospitality

Today, business is evolving, every minute and every second. Consumer demand and consumer perception plays vital role in demand which changes the style of business.

  • Top 10 Wealth Management Advisors - 2021

    Sometimes everyday chores take up so much of our centre, we do not spend enough time thinking about the big picture for instance will you have enough to retire or even better retire early? Will you live your golden age in a resort beach town or choose to live near the mountains? Or if you have entrepreneurial aspirations. Those are all life sized questions that need complete answers. It’s never too early or late to start out planning for the future. Actively designing for retirement is one of the best choices you'll create once when it comes to meeting your financial goals. You wouldn’t put off seeking medical care for health issues, so why would you put off thinking about the financial health of your future? Financial planning can be massive and there are a lot of options to think about if you are looking for some guidance when starting a plan for retirement. One option is to invest with a wealth advisor (or manager), who can help sharp your financial strategy. A wealth management advisor uses the different financial disciplines such as financial and accounting, and tax services, investment advice, legal or estate planning, and retirement planning, to manage a client's wealth as a package of services. Wealth management is different from investment advice. The former is a more person-centered approach in which a single manager coordinates all the services needed to manage their money and plan for the client's needs, including the current and future needs of the client's family. Wealth management services are usually appropriate for wealthy individuals who have a broad arrangement of different needs. The advisors are high-level professionals and experts. In this issue of the CEO Insights magazine, a list of ‘Top 10 Wealth Management Advisors - 2021’ is provided to the readers in different sectors, for informing the excellent services by the wealth management advisors. The listing is prepared by a team of industry veterans, CEOs and VCs, and the CEO Insights magazine editorial team.

Top 10 Wealth Management Advisors - 2021

Company Logo Company Management Company Name Company Description
Aveksat Financial Advisory Aveek Mitra,Founder & CEO Aveksat Financial Advisory Aveek is a SEBI registered Investment Adviser and NISM certified research analyst. He also possesses valuable corporate experience of 23 years, and has exposure to large and, medium-sized companies in leadership roles, has helped him gain the valuable insight and perspectives
Team Wealth Management Services Bandi Sarathi Reddy,CEO Team Wealth Management Services Mr.Bandi Reddy is the Managing director has over 15 years of experience in India and overseas, primarily in the financial services sector
ARA Wealth management Kaveri Annamalai,Managing Director ARA Wealth management Kaveri Annamalai completed her graduate in Finance from the Golden Gate University, San Francisco with an honours. She is a Certified Financial Planner (CFP cm) and provides complete solutions to the financial planning needs of the client
Nestegg Wealth Meenal Mago,Founder & Managing Partner Nestegg Wealth She is the Co-Founder & Managing Partner at Nestegg Wealth LLP. She is B.Sc (Maths, Statistics & Chemistry) from University of Rajasthan & MBA (Marketing & Finance) from R.A Poddar Institute of Management, Jaipur
deVere Group Nikita Kapoor,Financial Coordinator deVere Group Nikita Kapoor skilled Communicator,graduated from LancasterUniversity, she has an experience of 6 years
United Financial Sevices Prekshak Mehta,CEO United Financial Sevices A proficient financial services professional with an experience of more than 12 years in Home Finance, Mortgages & Unsecured lending which he joined after having managed large teams as senior sales manager in the mortgages department with leading financial services distributors in India
My Money gain Sachin Jain,Co-Founder My Money gain He is a hands-on and seasoned financial advisor. His area of expertise includes having key strengths in stock market investing, trading strategies & investment planning. Having worked with MNC Banks for more than a decade
First Global Shankar Sharma,Founder First Global He completed his MBA from Asian Institute of Management, Manila and through his 30 years of experience, and with the addition of very advanced Artificial Intelligence models, he has analysed every aspect of Wealth Management
Welcon Financials Subhankar Dasgupta,Co-Founder Welcon Financials He is skilled in financial planning, team management, business development, investment management, investment strategies
Make My Wealth Vishesh Gandhi,Founder Make My Wealth His company is founded by his vision and aspiration to educate each & every enthusiastic individual to learn changing ideologies of making an investment to meet diverse needs of an individual's different stages of life