Our Team

Advisors who eat their own cooking.

A group of CFP, CFA and CA professionals — each managing their own families' money on the very plans they advise yours.

Leadership

The people who set the philosophy.

Arjun Chandel

Founder & Chief Investment Strategist

18+ years experience

CFP, MBA Finance · IIM-A

Two decades across equity research, AMC fund management and HNI advisory. Built FinSec on the belief that disciplined, transparent advice compounds longer than any fund.

Ananya Iyer

Director · Wealth Advisory

14+ years experience

CFA, MS Finance · NMIMS

Lead architect for our goal-planning framework. Previously headed wealth research at a top-3 Indian asset manager.

Karthik Sharma

Head · Tax & Estate Planning

12+ years experience

CA, LLB · ICAI

Specialises in tax-efficient portfolio architecture for HNIs, founders and NRIs. Speaker at three CA Institute panels.

The advisory team

Specialists across every wealth lever.

Meera Krishnan

Senior Goal Planner

10+ years experience

CFP · Pune University

Maps every long-horizon goal — child education, second home, retirement — to disciplined SIP and lumpsum mandates.

Vikram Joshi

Retirement Specialist

11+ years experience

CFP, FRM · Mumbai University

Builds inflation-aware post-retirement income strategies. Authored two whitepapers on the Indian sequence-of-returns risk.

Aditi Banerjee

NRI Advisory Lead

9+ years experience

CFA, MBA · IIM Bangalore

Manages 280+ NRI mandates across UAE, Singapore and the US. Deep expertise in DTAA-aware portfolio construction.

Join us

Like what you see? We're hiring.

If you want to advise families with discipline and clarity — we'd love to talk.

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