We are a deeply committed team — each of us driven by the belief that every family deserves clarity, continuity, and confidence in their financial legacy.
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Jeevanshu Soni
A seasoned business leader with 30+ years of experience, having held leadership roles at Intel, Microsoft, Sify, and Wipro. He co-founded Baobab Clean Technologies and drove enterprise growth at Samarth Eldercare. He specialises in building ideas from the drawing board into scalable, viable businesses.
Punjab Engineering College · UBS, Punjab University
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Gaurav Agarwal
With 30+ years spanning banking, telecom, and eldercare, Gaurav has held leadership roles at Citi, Standard Chartered, and Siemens. As a founding leader at Samarth Eldercare, he helped create one of India's first comprehensive at-home elder support platforms, built around dignity, safety, and convenience.
MIT Manipal · FMS Delhi
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Sonu Gosain Soni
An accomplished professional with 25 years of experience in business strategy, revenue enhancement, and client relationship management. She has managed high-value businesses with Microsoft, Cisco, HP, and Sun Microsystems, and serves as an Independent Director of a publicly listed company.
Punjab Engineering College · IIM, Bangalore
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Dipti Sinha
With extensive experience at the intersection of people, processes, and problem-solving, Dipti has supported 200+ families across India through critical life transitions — resolving complex challenges with structure, empathy, and clarity. Her background in operations and client experience helps her build practical, human-centred solutions.
Delhi University
* All our investment advisors are NISM certified as per SEBI requirements.