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.
Parth M
Associate- Research
Parth is a dedicated financial market research associate with a strong background in investment analysis. His curiosity and commitment drive him to assist clients in achieving their financial goals. With expertise in working alongside an investment research team and a genuine passion for helping others succeed, Parth provides personalized solutions tailored to your needs.
Wealth Management Team | People who plan your goals and take decisions.
Jeel S
Associate - Mutual Fund Research
Jeel is our dedicated mutual fund expert, deeply immersed in conducting research and analysis for mutual funds. Her role extends to collaborating with our research team, where her expertise and dedication shines through. With a passion for delivering insightful solutions, Jeel is committed to assisting clients in achieving their financial objectives with tailored strategies.
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!
Ankita Yadav
Loans and Operations Associate
Ankita is a dynamic and results-driven Sales and loan specialist and Operations Executive at Wealthtrust. With a keen eye for detail and a passion for optimizing processes, Ankita plays a pivotal role in ensuring smooth and efficient operations within the organization. Known for dedication and strategic thinking, Ankita drives 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.