MEET OUR TEAM

At WealthTrust Capital Services, we are more than wealth managers. We are your partners in prosperity with a commitment to transparency, expertise, and personalized solutions, we guide you on a journey of financial growth and success.

Meet our team
Sneha Jain - CEO

Sneha Jain

CEO / Founder

Sneha Jain is the Founder & CEO of WealthTrust Capital Services. With a Master’s degree in Accounting and Finance from London School of Economics, she has worked with reputed asset management companies like Pramerica Asset Managers Private Limited and HSBC Global Asset Management, India.

She is an assertive lady who all through her academic and professional life has had the ability to stay ahead of the competition. Her penchant for analytics and focus on detailing has catapulted her to the position she is in today straddling all aspects of invest game. She has a calm demeanor while interacting with clients, educating audiences at different forums, engaging them in thought provoking discussions and busting a few myths around investment game.

She is optimistic yet has a realistic approach while advising her clientele. You don’t ask her what she brings to the table, because she brings the table itself.

Research Team | People who enable informed decision making.

Shubham Jha
Shubham Jha
(Senior Research Analyst)

Shubham is “Go-To” Research Analyst, a CFP® with experience in equity research, portfolio management and quant analysis spanning over 5 years. He deciphers market moves and news flow into actionable insights for current events plays.

Parth More
Parth More
(Associate – Research)

Dedicated research associate with strong background in investment analysis. Partners with the research team to deliver personalised, data-led solutions for clients.

Akshay Madhasu
Akshay Madhasu
(Associate – Research)

Equity Research Associate with strengths in financial modelling, industry & company analysis, and macro work. Known for structured approach and ability to uncover actionable insights.

Wealth Management Team | People who plan your goals and take decisions.

Jeel Shah
Jeel Shah
(Associate – Mutual Fund Research)

Dedicated mutual fund expert focused on research & analysis to tailor strategies for client goals.

Purvi Dodiya
Purvi Dodiya
(Wealth Manager & Insurance Expert)

Provides one-to-one guidance across mutual funds, goal planning, and insurance with a data-driven approach.

Vignesh Venkatesh
Vignesh Venkatesh
(Investor Relationship Manager)

Experienced manager collaborating with clients to identify needs and deliver solutions that meet goals.

Purva Bohara
Purva Bohara
(Wealth Manager)

Comprehensive financial planning, goal planning, and wealth management with a client-first mindset.

Operations Team | People who execute decisions.

Shivaji Shinde
Shivaji Shinde
(Head of Operations)

Professionalism and prowess laced with pragmatism and politeness define Shivaji Shinde. Chief of Client Operations, he has invested his energy since inception in building WealthTrust’s service platform.

Ankita Yadav
Ankita Yadav
(Loan & Insurance Associate)

Dynamic and results-driven loans and insurance expert at WealthTrust, supporting clients with tailored financial solutions.

Pranali Chalke
Pranali Chalke
(Junior Operations Executive)

Keen eye for detail and process optimization, Pranali ensures smooth and efficient operations while driving excellence across WealthTrust.

“Remember that reputation and integrity are your most valuable assets and can be lost in a heartbeat.”

Charlie Munger | American businessman and investor

And, we have built it over the years, and would like to keep building upon.

How To Join ?

We're always on the lookout for exceptional talent. Feel free to express your interest in joining our team by filling out the form, and we'll keep your information on file for future opportunities.