Ms. Kavitha Menon
VP, Wealth Management
Kavitha Menon is a CFA and CFP with over 9 years of experience in Wealth Management and Financial Planning. She advises clients on their investment portfolios and various facets of personal finance and investments, including advice on assets like mutual funds, equities, bonds, asset allocation and insurance etc. She has been with PPFAS since 2003.
» Full Profile

Mr. Raunak Onkar
Head, Research
Raunak has had the opportunity to work with PPFAS on two occasions. He was an intern and then resumed working full-time with PPFAS as an analyst.
» Full Profile

Mr. Raju Shelat
VP-PMS Operations
Raju Shelat joined PPFAS in 2004. Currently he is looking after PMS operations and compliance. He started his career as an accountant with Bhagawati Associates Pvt. Ltd. In 1988 worked there for 2 years.
» Full Profile

Ms. Trupti Shah
Company Secretary and Compliance Officer
Trupti is Company Secretary and Compliance officer of the company. Having started her career as a Company Secretary in the company during the year 2008, she is handling the compliances of National Stock Exchange and Bombay Stock Exchange, Securities and Exchange Board of India along with the ROC filing, Drafting Notices, Director´s Report, Resolutions and Minutes of meetings of Board of Directors and Members, Preparing and Maintaining Statutory Registers of the Company, filing the Balance Sheets, Notices of General Meetings etc. with the ROC and also the Compliances with all the relevant provisions of the Companies Act, 1956.
» Full Profile

Mr. Bhavesh Vakharia
Head, Retail Equity Dealing
Bhavesh has over 18 years experience in the equity markets and is one of the longest standing employees at PPFAS, having joined us in 1990. He is the head of Retail Equity dealing. His primary focus is the advising of retail clients, many of whom are High Net Worth individuals, on matters relating to portfolio allocation and daily market trends.
» Full Profile

Mr. Jignesh Desai
VP- Back-office Operations
Jignesh Desai is the Vice President Brokerage Operations in charge of risk management and market operations for Institutional and Retail Broking. He joined Parag Parikh Financial Advisory Services Ltd. in 2001.
» Full Profile

Ms. Hiroo Thadani
Head - HR & Admin
With over two decades of experience with Foreign Banks, Hiroo Thadani is the HR Head at PPFAS.

Says Hiroo - "The experience which I have gathered over the years has been very rich in the kind of exposure it has given me in developing people skills. And I think this helped me in acquiring good communication skills, patience, customer focus and empathy.
» Full Profile