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Abhishek Jha
Meet Abhishek Jha, the Co-Founder & Managing Partner at Project Wealth, an esteemed figure in the financial industry with a rich background as an Ex-Private Banker and Wealth Management Expert. With over 14 years of invaluable experience in the wealth management sector, Abhishek has honed his skills to become a distinguished professional in the field. His journey includes serving as a Former Private Banker at both HDFC Private Banking and Axis Burgundy, where he specialized in catering to Ultra HNI and HNI clients. As the Co-Founder of Project Wealth, Abhishek brings a wealth of expertise to the firm, focusing on wealth management solutions tailored to meet the unique needs of his clients. His extensive experience in managing clients' wealth through various investment instruments, coupled with a distribution model, showcases his dedication to providing comprehensive financial services. At the core of Abhishek's approach are principles deeply rooted in client-centricity, asset allocation, and a meticulous consideration of the risk-reward ratio. His passion lies in helping clients achieve their financial goals by offering personalized investment solutions that align with their aspirations. Abhishek's proficiency in ultra HNI and HNI client management reflects his commitment to ensuring their financial well-being through strategic wealth management. His deep understanding of clients' financial requirements, coupled with a rich banking background, makes him a trusted advisor, dedicated to delivering results and fostering long-term financial success. Abhishek Jha's leadership at Project Wealth signifies a commitment to excellence, innovation, and a client-first philosophy. With a strategic mindset and a passion for achieving financial goals, he continues to steer Project Wealth towards new heights, redefining the standards of wealth management in the financial landscape.
Krishnan S
Meet Krishnan S, the Co-Founder & Managing Partner at Project Wealth, a visionary leader in the financial advisory landscape of India. With a distinguished career that spans across renowned financial institutions, Krishnan brings a wealth of expertise and a proven track record to his role. Prior to co-founding Project Wealth, he served as a Senior Wealth Manager at Axis Bank, where he demonstrated exceptional skills in managing high-net-worth portfolios. Krishnan's keen understanding of financial planning, rooted in the specific needs and requirements of his clients, set a standard for excellence in the industry. Before his tenure at Axis Bank, Krishnan held pivotal managerial roles at both ICICI Direct and Kotak Securities. His journey in these esteemed organizations equipped him with a comprehensive understanding of diverse financial products and services. Krishnan's commitment to delivering personalized solutions and his adept management of investment portfolios have consistently garnered trust and loyalty from his clients. As the Co-Founder & Managing Partner of Project Wealth, Krishnan is dedicated to reshaping the financial advisory landscape in India. His leadership is characterized by a client-centric approach, a commitment to transparency, and a passion for empowering individuals and businesses on their financial journeys. Krishnan's vision extends beyond traditional financial services. He envisions Project Wealth as a beacon of innovation, providing cutting-edge solutions that align with the dynamic needs of clients in the ever-evolving financial market of India. Under Krishnan's guidance, Project Wealth stands as a testament to the values of integrity, expertise, and client satisfaction. With a blend of experience, foresight, and a commitment to excellence, Krishnan S is steering Project Wealth towards new horizons, redefining financial advisory in the Indian landscape.
Rakesh Bhardwaj
Meet Rakesh Bhardwaj, the Co-Founder of Project Wealth, a seasoned financial professional with a robust background in the banking industry. With a career spanning over 15 years, Rakesh has amassed a wealth of experience in financial services. His journey began at IndusInd Bank, where he served as a Deputy Manager, showcasing early leadership skills and a strong foundation in banking operations. Rakesh's career trajectory then led him to Axis Bank, where he spent over nine years and ascended from the role of Deputy Manager to Assistant Vice President. This tenure at Axis Bank not only reflects his dedication and commitment but also highlights his ability to navigate the complexities of the financial industry. As the Co-Founder of Project Wealth, based in the vibrant city of Bengaluru, Rakesh brings his extensive banking expertise to the forefront. His experience at Axis Bank, a leading private sector bank, has equipped him with a deep understanding of financial markets, banking operations, and client-centric services. Rakesh's leadership at Project Wealth is characterized by a commitment to excellence, innovation, and client satisfaction. With a foundation built on years of experience in the banking sector, he is dedicated to steering Project Wealth toward new horizons in the financial advisory landscape. As Project Wealth's Co-Founder, he brings his deep experience and expertise in finance, ensuring that the firm remains at the forefront of providing top-notch financial advisory services in Bengaluru and beyond.
Testimonials
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Rohan Arora
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Rohan Arora
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Rohan Arora
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Rohan Arora
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Project Wealth
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+91 9535579267
info@projectwealth.in
SEBI Regional Office
Plot No.C4-A, 'G' Block Bandra-Kurla Complex, Bandra (East), Mumbai 400051, Maharashtra Phone: +91-22-26449000
Registration granted by SEBI, membership of BSE Administration and Supervision Limited (BASL) and certification from National Institute of Securities Markets (NISM) in no way guarantee performance of the Investment Adviser or provide any assurance of returns to investors. Investment in securities market are subject to market risks. Read all the related documents carefully before investing.