AUTOMATED FINANCIAL ADVICE WITH A PERSONAL TOUCH
Given that you lead a busy lifestyle, you deserve more than a one size-fits-all investment plan. Thanks to Plutus' advanced robotic tools, he can help you plan and go about even the most complex financial decisions with ease.
And for those of you who prefer a more human approach, Plutus is supported by a team of dedicated financial advisors. Meet them here!
ANIRUDH DAR - Founder
Anirudh has had over nineteen years' experience, first in the hospitality sector in which he holds an MBA degree from France and later in banking and financial advisory. Plutus is his entrepreneurial effort. The company he formed is designed to literally bridge the gap between financial aspirations people have and the ground reality of markets. Under his personal tutelage Plutus provides professional expertise and helps open doors to several modern avenues for investment by fully analysing market conditions and offering an objective view on the investment climate. Anirudh enjoys meeting people. Perhaps, this more than anything else, underscores his deep commitment to his job - and his company.
Anirudh has worked with global banks such as Deutsche Bank and ABN Amro Bank in personal and private banking roles and with Ameriprise Financial initially as part founding team helping it make its India foray, and later in a leadership role - until the they shut their India operations in 2014. When not juggling numbers, Anirudh is an avid runner, unwinds by listening to music and following the fortunes of Manchester United.
ROHINI WADHWA - Head, Client Acquisition
Rohini has an MBA in Marketing from Amity University, Noida and holds a Bachelors' degree in Biotechnology from Punjab University, Chandigarh. Rohini has over fifteen years' experience in financial services and has worked with Deutsche Bank, The Royal Bank of Scotland and HSBC. In her previous assignment with Ameriprise Financial she spent over four years helping clients live their dreams and advising them on how to achieve their goals without compromising on their current lifestyle. Over these years she has developed a personal relationship with all her clients. It is to her credit that, almost without exception, each one of them continues to work with her until today.
ARTI SAHGAL - Head, Financial Planning and Strategies
Arti has a Graduate Degree in Economics as well as a Post Graduate in Financial Planning. To her sound educational background, she added the skills necessary to be a Certified Financial Planner (CFP) by clearing all the six modules from the Financial Planning Standards Board, USA. The CFP Certification is a mark of Global Excellence in Financial Planning and is the highest-rated credential when it comes to personal financial planning. She has over 15 years of experience in Financial Planning and has to her credit scores of financial plans that have a reputation of meeting all landmark financial goals of her clients without any compromise. Her belief in the power of financial planning and magic of numbers keep her going and she is looking forward to make it a 'way of living' for as many people as she can reach out to.
Apart from work, writing tops her interest list and now she balances the two of her most-loved and passionately followed interests towards benefitting more and more people. She is an expert blogger on 'momspresso' - India's largest online platform for mothers and also continues to write in magazines like The Progressive School to share her professional and personal experiences with a larger audience.
SAVITA SHARMA - Associate Director, Sales
Savita Sharma is a Commerce Graduate from Delhi University with 16 years of experience in financial services by virtue of having worked with brands like Almondz Global Securities, Unicon Insurance and Standard Chartered Bank. Savita specializes in providing financial guidance with specific investment advice and strategic portfolio management including early-stage life planning, retirement planning, mutual funds and health & life insurance. Savita employs a technical approach to help clients find answers to any questions they may have. She believes that a combination of carefully selected financial instruments and strategic asset allocation will optimize long-term return. This investment style is tailored for each client, taking into consideration the person's risk tolerance and wealth creation needs throughout different life stages.
AMIT GUPTA - Senior Manager, Sales
Amit has an MSF in Finance from ICFAI University, Gurgaon. Amit has over nine years' experience in financial services and has worked with eminent brands like Kotak Mahindra Bank and Bajaj Capital Ltd. For the past nine years Amit has been delivering great value to clients as a financial advisor, helping them plan ahead for their short-term needs as well as long-term goals. Amit's focus is always on the quality of service for his clients through his expertise on retirement planning, financial management and strategic financial forecasting.
VISHNU KUMAR - Manager, Operations & Client Servicing
Vishnu is a graduate from Shobhit University, Meerut and has over fifteen years' experience in banking operation services. Before joining Plutus, he was an integral part of the Central Operations Team at ABN Amro Bank. Additionally, he has also helmed Operations with a boutique wealth management company as an Operations Manager. Vishnu is also responsible for handling all client queries as well and vendor and partner agreement and their smooth on-boarding at Plutus. Vishnu is, and has been the backbone of the company since our inception.
In his spare time he loves to spend time with his family and friends and is fond of travelling to places that bring him peace from our mad world of finance.
SHERRY JINDAL - Business Intelligence & Analytics
Sherry has a Bachelor's degree in Computer Science & Engineering along with an MBA in Banking and Finance with Specialization in Investment Banking, Wealth Management and Corporate Finance. He holds special skills in in Company and Client Profiling, Industry Analysis, Financial Modelling, Analysis of Financial Assets and Pitchbook. His interests lie in wealth management along with an expertise in analysing various financial instruments. He is the backbone of all things analytics at Plutus.
In his personal time, Sherry likes to listen to music and making pencil sketches.
SMRITI MEHRA - Associate, Financial Planning
Smriti has completed her MBA in Financial Market Practices with super specialization in Investment Banking, Corporate Finance and Wealth Management. From a very young age, reading stock market technical charts was her favourite game, so interest in financial markets became her passion, and now her career. She eventually developed comprehensive proficiency in fundamental & technical analysis, market research and insight towards financial planning. With the belief "Customer is King" she strives to provide best to her clients through a customized touch in accordance to their future goals.
TAMANNA SAINI - Associate, Digital Marketing
Tamanna has completed her MBA in Financial Market Practices with super specialization in Investment Banking, Corporate Finance and Wealth Management and holds a Bachelor's Degree in Commerce from Kurukshetra University. She also has passion for and proficiency in digital marketing and her main objective at Plutus is to ensure all communication is crafted in a manner that best represents values of our brand on various social media networks.
Tamanna is also a painter and her creativity is showcased through her personal fashion blogs as a social media influencer