Meet Our Team
The people who work at WealthTrust Capital Services share the vision and values of our community. We are motivated to create an environment of growth where we can win at life and business together.
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 capitulated 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 J, CFP
Senior Research Analyst
Shubham is 'Go-To' Research Analyst, a CFP has a phenomenal experience in Equity Research, Portfolio management and Quant analysis spanning over 5 years. A sharp professional with amazing acumen in deciphering the stock market and how stocks are influenced by current events plays. He plays to his strength and plays a massive role in our portfolio building strategies and recommending long term equity investments.
Aman V
Equity & Product Research Analyst
Aman is a driven financial market researcher with prior wealth management experience. Curious and dedicated, Aman is here to help you achieve your financial goals. With expertise in investment analysis and a passion for assisting others, count on Aman to provide tailored solutions for your success.
Wealth Management Team | People who plan your goals and take decisions.
Nupur S, CFP
Wealth Manager
Nupur Shah is your partner in building your financial dreams. She is a certified financial planner and has prior experience of working as a wealth manager and is skilled in making tailored financial plans that align with our clients' unique goals and aspirations. Nupur holds a successful track record of building and managing client's portfolios. She is our creative and ambitious young professional who will help to steer you towards a prosperous and secure financial future.
Purvi D
Wealth Manager & Insurance Expert
Purvi Dodiya is our accomplished insurance expert and financial analyst. With a profound comprehension of insurance products and meticulous risk assessment, she skillfully designs tailored insurance plans to meet diverse needs. Purvi's unwavering commitment lies in prioritizing client satisfaction, fostering strong relationships, and delivering personalized solutions.
Operations Team | People who execute decisions.
Shivaji Shinde
Head of Operations
Professionalism and Prowess laced with Pragmatism and Politeness is what makes Shivaji Shinde a champion at Client Servicing and excel as Chief of Client Operations. He has invested his energy and enthusiasm at WealthTrust since inception and his involvement and commitment in building the service platform is praiseworthy. An absolute asset in true sense of the term!
Gyaan T
Operations Associate
Meet Gyaan, a dynamic and results-driven Operations Executive at Wealthtrust. With a keen eye for detail and a passion for optimizing processes, Gyaan plays a pivotal role in ensuring the smooth and efficient functioning of operations within the organization. Known for dedication and strategic thinking, Gyaan is committed to driving excellence in financial operations at Wealthtrust.
"Remember that reputation and integrity are your most valuable assets and can be lost in a heartbeat."
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.