Part of the SH Group

Our mission:

We aim to generate attractive long-term risk-adjusted returns for the benefit of our clients & stakeholders.

We are defined by our values...

Integrity

We earn our clients’ trust & loyalty by offering an impartial opinion in their best interests.

Responsibility

We retain a responsible & objective approach, building relationships on mutual respect & honesty.

Transparency

With our platform, we enable access to your entire portfolio, with total visibility for every transaction & investment.

Client support through all business & life cycles

Asset management

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Family office advisory

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Wealth planning

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Intitutional & corporate advisory

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Investment banking advisory

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Portfolio & investment advisory

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Open Architecture Platform

We offer an open-architecture platform, which allows us to deliver a wide range of proprietary & third-party products & services. Our access to top-tier global banks & brokerage houses ensures that you have access to the best financial products globally across every asset class.

Powered by technology

We use scalable tech to consolidate investments & diversify portfolios. Our intutive platform enables you to analyze, transact, track & make better decisions.

Tailored solutions

We understand that each client’s need is unique. Through tailored solutions we deliver best-in-class service & opportunities. We are a reliable, transparent & long-term partner for your all-around investment needs.

Meet the team

Akram Skaik

Non-Exec Chairman & Director

Kevin Neuschatz

Director & Co-founder

Mohit Davar

Co-founder

Puneet Narula

Chief Executive Officer

Syed Abu Turab Zaidi

Director
Private Banking

Kuldeep Chugh

Associate Director
Private Banking

Michelle Dias

Associate Vice President
Products

Komal Lakhani

Associate Vice President
Compliance

Kashika Baweja

Associate Director
Private Banking

Jossie Fernandes

Manager
Administration and IT

Uma Ramesh

Associate Vice President
Operations

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Regulated by the DFSA Under Category 3A Licence No: F005980