Mr. Anik Shah
Sr. Wealth Manager - Wealth Management Group.

Anik joined Anagram in April 2008 as Senior Manager – Wealth Management for India operations.

Anik is responsible for advising the client families on their portfolios, help them arrive at pertinent investment plan and assist them in with strategically implementing the same. Anik has over 7 years of experience across Banking and Financial Services. Prior to these he was working with Anand Rathi Financials, managing High Net worth client relations. He has also worked with Kotak Mahindra Bank and Investone (A Citigroup Joint venture).

Anik has done engineering in Electronics & Telecommunication. He is pursuing Chartered Financial Analyst (CFA) certification and is a certified advisor with Association of Mutual Funds in India (AMFI).

Mr. Danny D’souza
Sr. Vice President Wealth Management - GCC
Wealth Management

Danny joined Anagram in June 2008 as Sr. Vice President - Wealth Management GCC for Anagram Global Private Client Advisory Group.

Danny has an overall experience of 10years and has worked with Banks like Kotak Mahindra Bank, ICICI Bank in Mumbai and UAE respectively. Prior to joining Anagram, Danny was heading Sales Desk for NRI and Priority Business for Anand Rathi Financial Services Ltd. In UAE for close to 1 year, Danny was instrumental in setting up Anand Rathi’s NRI business in Dubai.

At Anagram, Danny is involved in setting up Priority Business in GCC. He is responsible for managing the sales and business development for Priority Client business.

Danny is married to Honey D’souza and is blessed with a daughter Simran.

Mr. Rupesh Mehta
Regional Head Wealth Management - MENA
Wealth Management

Rupesh joined Anagram in May 2008 as a Regional Head - Wealth for the Middle East and North Africa region.

Rupesh has an overall work experience of 7 years and has worked with companies like GE Power Systems and Anand Rathi Securities Ltd. Prior to joining Anagram, Rupesh was heading Wealth in the GCC region for Anand Rathi for closed to 5 years and had been instrumental in setting up their business in Dubai.

He is an MBA from University of Florida and a Chartered Accountant from the Institute of Chartered Accountants of India. He completed his Bachelors of Commerce from Sydenham College of Commerce and Economics in the year 1997.

At Anagram, Rupesh is involved in setting up the business in Dubai. He is responsible for managing the operations and will be instrumental in the development of Institutional and Private client business in International region.

Rupesh lives in Sharjah with his wife Shilpa and are blessed with a daughter Ananyaa and a son Vivaan.

Ms.Romila Nijhawan
Head Equity Sales
Wealth Manag

Romila Had joined Anagram Capital in September 2008 as Senior Manager- Wealth.

She has an overall work experience of 8 years in Wealth Advisory business . Employers in her resume include HDFC Bank, Escorts Finance and Span India Ltd.

She is an MBA from FMS, Udaipur (MLS University) with a  specialization in Finance,  IRDA certified composite (Life + Reinsurance)broker. She is NCFM AMFI certified and has the NISM certifications for Currency Derivatives .

Mr. Manish Jain
Head Of Operation

Manish joined Anagram in January 2008 as Head of Operations - Wealth Management for Anagram Capital Ltd.

He shoulders the responsibility for over all Operational decisions for the Wealth Management, HNI and NRI division . He is also in-charge for operation and compliance of Portfolio Management Service of Anagram.

In a career spanning over 10 years, he has worked with NBFC, Financial Services, Broking industries, Professional Firms. Before Joining Anagram he has worked with Edelweiss Capital heading Credit and Risk department. Besides, Manish has also worked with Angel Capital and Debt Market Ltd as head of Operation for PMS.

Manish is a certified Chartered Accountant (CA) And DISA from the Institute of Chartered Accountants of India. He is also a Green Belt in Six Sigma from the Asian Institute of Pune.

"Global Private Wealth Management Client was practically only one of its kinds in understanding and evaluating multipart assets."

A prospective client approached Global Private Client Advisory Group seeking investment advisory for self and family; the assets he offered as security were multipart in nature.

The Situation - Assets holding were manifold difficult to consolidate

Beneath the inherent requirement of Investment Advisory on diverse asset classes, our interactions revealed the need for consolidation of Family and Office wealth. Since business was family run many assets were held under various companies.

Our Advice - Regularize holdings and assign worth

Our first advice was to regularize all the holdings and assign them as per needs and requirements. Since there were business partners from same family we recommended de-linking and de-risking personal and business investments. Once this was established a need for creation and securitization of wealth for long term goals was advised in addition to just a pure investment advisory.

What Changed - Establishing a new relationship

Impressed at the financial understanding we had demonstrated and appreciative of the holistic measure taken to restructure the entire family office investment with a proposal for securitization of long term goals , the prospect decided to accept our recommendation and became a client.