Our Team

Namita Patel is a Chartered Accountant with close to 18 years of experience in financial services industry. Last employed by Bank of America Merrill Lynch, she has been actively engaged in financial consulting and portfolio evaluation since 2014. Having worked with ICICI Lombard in her early days Namita is also a certified NII (National Insurance Institute) professional. She has conducted seminars for BSE on managing investment needs of HNI and women investors. She has appeared on Cafemutual for their Women’s Day programme to discuss needs of women investors. She was a panelist for Women & Financial Independence seminar conducted by Bhavan’s Institute. She regularly writes articles related to personal finance, insurance and mutual funds. She also publishes a monthly newsletter to update clients on new offerings, regulatory changes, interest rates and other macroeconomic factors. Namita is fluent in English, Hindi, Marathi and Gujarati

Amit is an MBA (Finance) from Jamnalal Bajaj, Mumbai. He has worked in various capacities in Equity, Debt, Forex and Commodity markets for the last 17 years. He is now an established wealth manager since 2014. He has appeared on CNBCs Commodity Ki Paathshala series hosted by moneycontrol. He has conducted various awareness sessions on behalf of BSE, NCDEX and MCX.  Amit is a part of product advisory committees of BSE, NCDEX and MCX. Has been part of various SEBI advisory committees.

Sanjay has over 10 years of experience in financial markets. He heads the Operations team at Fincode Advisory Services Pvt. Ltd. An extremely dedicated and dynamic professional who believes in never giving up, he leaves no stone unturned to meet client’s requirements most promptly and efficiently. He is the backbone of Operations at our firm. Sanjay is a Bachelor of Commerce from Mumbai University and has done various courses in capital markets, commodities and mutual funds to upgrade his skills.

Milind has 10 years of Experience in Mutual Fund Industry. He Heads the mutual fund Operations and Service-related queries of the client. Soft Spoken with good communication skill an dependable team member. He is an integral part of our Team. He has Demonstrated great acumen and aptitude in his professional journey. He has done B. Com (Finance) and has successfully completed Professional NISM Certified courses in mutual fund.