Gowri Shankar is a Qualified Commence Graduate from Osmania University and Certified Financial Planner since 2012. Gowri comes with over 33 years of experience in the Financial Services, in diverse fields of Equity Broking, Wealth Management, Financial Planning, Mutual Fund Distribution and Insurance Broking. He has also been one of the pioneers of practicing asset allocation, need based insurance advisory way before these concepts forayed into India. He was on the boards of several notable companies in Hyderabad namely HSB Securities, Zen Insurance Brokers, Zen Forex and Management and Hypersoft Technologies (an integrated financial software vendor). He also has been actively engaged in campaigning for investor rights at various forums, like the investor grievance cell and has been an independent arbitrator for handling commercial disputes.
Aashay is a Masters Degree holder in Finance from the University of
Bristol UK and a CFP^CM from FPSB Ltd. Aashay comes with over 15 years of experience
in the financial services as an Equity Research analyst and Business Development
Professional. Aashay was associated with Karvy Stock Broking and their MA & IS
department and was an associate for enterprise development with IndusAge Advisors an
investment banking and private equity/ venture capital fund based out of Chennai.
Aashay headed Andhra Pradesh Sales and Business Development for Deccan trade where
he was instrumental in turning around the wealth management vertical. Aashay currently
heads out Disha Finmart on the Business Development front and is a key member in
invoking ticket size sales and Asset Allocated portfolios. Over the last 10 years he has been
consistent in increasing the mutual fund, stock broking, fixed income and portfolio
management clientele.
Arshad comes with over 19 years of experience in the financial services, with domain expertise pertaining to service and operations in mutual funds, stock broking , PMS and foreign exchange. Arshad over the years has been the backbone of operations at Zen Forex & Management that is being merged into Disha Finmart. Arshad is also the one point connection and along with his team handles the entire KYC and uploading of the client interacting and being in constant communication with various asset management companies , platforms and the stock exchanges.
