Founder & Team Details

SHIBAJI BOSE

DIRECTOR - BUSINESS DEVELOPMENT

Shibaji is empowered with close to three decades of learning experience and demonstrated capability. This includes his experience across retail sales and distribution, institutional sales, business development, market development, intermediaries and channel-based sales, client relationship, team management and entrepreneurship across FMCG, Bank, General Insurance, Asset Management (Mutual Fund) and Learning and Development. He has worked for organisations that include Colgate Palmolive, HDFC Bank, Tata AIG General Insurance and Standard Chartered Mutual Fund. He is an MBA from IISWBM, Kolkata (1996) .

Malhar Majumder is a seasoned personal finance professional, educator, and investor with over 30 years of diverse experience spanning Corporate Law, Finance, and Wealth Management. A Fellow Cost & Management Accountant (FCMA) and Associate Company Secretary (ACS), Malhar holds multiple NISM certifications, including Mutual Funds, Retirement Planning, Investment Advisory, Debt Markets, Portfolio Management Services (PMS), and Insurance.

He co-founded Investaffairs Futuristic Private Limited, a personal finance management firm dedicated to empowering over 500 families to achieve financial freedom and informed investing. Previously, Malhar was the Head of Knowledge Management at FPSB India, the apex professional body for financial planners, contributing to professional education and standards.

A corporate trainer, Malhar has facilitated impactful sessions in Financial Planning, Wealth Management, Equity and Debt Markets, and Retirement Solutions for leading institutions including D&B, SBI, ICICI Group, Axis Bank, Citi, Bajaj Finance, Accenture, Infosys, Fidelity, NSE, BSE, SEBI-NISM, and many more across public and private sectors.

Malhar regularly publishes insightful articles in prominent newspapers and financial journals, passionately promoting financial literacy. He enriches the academic community as a visiting faculty at ICFAI Business School, Kolkata, and NSE Academy.

MALHAR MAJUMDER

DIRECTOR - RESEARCH AND DEVELOPMENT

DEBASISH GHOSH

ASSOCIATE DIRECTOR - BUSINESS DEVELOPMENT

Debasish has valuable professional experience of 14 years in the BFSI sector. His last assignment was that of a Branch Manager at ICICI Securities. He has also worked at Kotak Mahindra Bank as a Priority Relationship Manager. Debasish is a Science graduate, and has done his Post graduation MBA, specializing in Finance and Marketing in 2011. He is associated with Investaffairs Futuristic Private Limited as an associate Partner since 2018. Debasish has the experience and expertise to manage HNI (High Net worth Individual) & Ultra HNI clients in Retail & Institutional segment. He presently manages clients who are Senior Citizens, Doctors, software professionals, PSU Employees and business entrepreneurs located in different locations of the country, like Kolkata, Bangalore, Hyderabad, Chennai, Pune, Mumbai, Goa, Delhi etc. He has the knowledge and expertise to manage NRI clients, and he currently serves clients from Singapore, Malaysia, UAE, Sweden, Netherlands, USA, Canada, UK, and Australia."

Sumanta Choudhury is an industry professional who has worked in the BFSI sector for the past 22 years. He has valuable experience of working in leadership roles in organizations such as Tata Asset Management, JP Morgan AMC, Fidelity India, Standard Chartered Bank and Birla Sunlife Distribution. He was last designated as Head of Investment Awareness Program & Business Controls at Tata AMC Pvt Ltd. In his tenure in the BFSI sector, he has led large teams to plan, acquire and manage business through Private Banks, NBFCs, Independent Financial Advisors, Institutions, and direct High Net Worth Clients. He has a deep understanding of risks and compliances in wealth management and all the fiduciary responsibilities that are involved. He is a science graduate and has completed his MBA from National Graduate School of Management - Australian National University at Canberra.

SUMANTA CHOUDHURY

ASSOCIATE DIRECTOR - KEY ACCOUNTS

DEEPAK SARKAR

ASSOCIATE - CLIENT RELATIONSHIP

Deepak is MBA - Finance Allahabad Agricultural Institute (2008)

He has served as the Deputy Manager with Kotak Mahindra Asset Management Company Ltd. Sales Manager with Principal Pnb Asset Management Company Pvt Ltd. Deputy Manager- Sales HSBC Asset Management Company and as the Sales Officer - Retail IFA for Bandhan Asset Management Company (Erstwhile IDFC Mutual Fund) Ltd.

Aparna is an MBA from IISWBM, Kolkata Educational Qualification - MBA (1996) and a diploma holder in Mass Communication from Birla Institute of Liberal Arts, Kolkata. Her professional experience includes journalism (The Indian Express) and as a teacher with the Kendriya Vidyalaya.

APARNA BOSE

MANAGER - CLIENT ENGAGEMENT

SRITAMA GANGULI

SENIOR EXECUTIVE - CLIENT SERVICES

Sritama is a graduate B. Com Honours in accountancy and finance (2020) from Calcutta University. She is responsible for managing the operation and services.

Ritwik is a graduate B. Com Honours Accounting and Finance (2021) from Calcutta University. He is responsible for operation and services, finance and accounts and office administration. He is certified on SAP Accounts Payable, SAP Accounts Receivable

RITWIK ADAK

SENIOR EXECUTIVE - OPERATIONS AND COMPLIANCE