About Us

Mr. S. H. Hasan, is a Post Graduate from Agra University and has varied interests in accounts and Investments. He holds:

• Certification from NISM for Mutual Fund Distribution since 2018.
• Certification from NISM for Portfolio Management Services (PMS) Distributors Certification Examination.
• Certification from Insurance Regulatory and Development Authority of India (IRDAI).

Prasad Dhavalekar, is a Graduate from Mumbai University and has varied interests in, Accounts, and Investments. He holds:

• ⁠Certification from NISM for Mutual Fund Distribution since 2015.
• His area of specialty revolves around helping organisations including grow by optimizing revenue streams and creating growth strategies.

Kavita is Seasoned banking professional with over 20 years of experience in in Retail Banking and Wealth Management, managing investments for High-Net-Worth Individuals (HNI) and Non-Resident Indians (NRI) at Private banks. Proven track record of delivering exceptional results and nurturing long-term relationships.

Expertise

• ⁠Investment Management
• ⁠HNI and NRI Client
• Relationships
• ⁠Wealth Advisory
• ⁠Portfolio Management

Certification

• ⁠PGDBA Specialization Chartered Finance Management
• AMFI VA & IRDA Certified

Vision

As a consultant, my goal is to provide tailored financial solutions, helping individuals and families achieve their financial aspirations.

Philosophy

“I believe in building lasting relationships, founded on trust, expertise, and transparency. My goal is to make a positive impact on our clients’ financial lives.”

Experience

• ⁠20+ years with leading Private Banks.
• Expertise in HNI and NRI investment management
• Proven track record of delivering personalized financial solutions
• wecare@welkininfotech.com