MEET OUR TEAM
At WealthTrust Capital Services, we are more than wealth managers. We are your partners in prosperity with a commitment to transparency, expertise, and personalized solutions, we guide you on a journey of financial growth and success.
At WealthTrust Capital Services, we are more than wealth managers. We are your partners in prosperity with a commitment to transparency, expertise, and personalized solutions, we guide you on a journey of financial growth and success.
Sneha Jain is the Founder & CEO of WealthTrust Capital Services. With a Master’s degree in Accounting and Finance from London School of Economics, she has worked with reputed asset management companies like Pramerica Asset Managers Private Limited and HSBC Global Asset Management, India.
She is an assertive lady who all through her academic and professional life has had the ability to stay ahead of the competition. Her penchant for analytics and focus on detailing has catapulted her to the position she is in today straddling all aspects of invest game. She has a calm demeanor while interacting with clients, educating audiences at different forums, engaging them in thought provoking discussions and busting a few myths around investment game.
She is optimistic yet has a realistic approach while advising her clientele. You don’t ask her what she brings to the table, because she brings the table itself.
As the Head of Research at WTCS, Aman brings a rigorous, detail-oriented approach to our investment strategies. An equity analyst by profession and a macroeconomist by passion, he oversees the company’s platform and advisory business while actively managing client portfolios. Prior to joining WTCS, Aman served as a Banks and Healthcare Analyst on the sell-side at PhillipCapital India. Outside of the office, he unwinds through long walks and a love for music.
Jeel plays a critical role in ensuring that all client portfolios are strategically aligned with prevailing economic conditions. She oversees research for the wealth business and manages our approved fund list, utilizing WTCS’s proprietary mutual fund screening model to ensure quality and consistency. Before bringing her expertise to WTCS, Jeel was associated with Motilal Oswal. In her free time, she enjoys staying active and competitive by playing squash & badminton and also has a sweet tooth.
A highly dedicated member of our equity research team, Parth brings exceptional focus to financial modelling and deep-dive business analysis. He specializes in identifying robust companies that generate predictable cash flows with low upfront capital requirements. Having started his career at WTCS, Parth is also a highly resourceful problem-solver who was instrumental in building our advisory portfolio tracking systems and backend infrastructure. When he isn't analyzing financial statements, Parth is an avid PC gamer currently playing GTA V.
Akshay is an emerging equity researcher with a deep focus on analyzing Indian equities. A keen student of market cycles and macroeconomic trends, he specializes in identifying and capitalizing on special situation opportunities. Akshay began his professional career with WTCS, bringing a highly analytical and fresh perspective to the research desk. Beyond the markets, he was a football player for Al Najma FC previously and now plays it recreationally and is an absolute foodie who loves exploring new culinary experiences.
Results-driven Wealth Manager specializing in financial planning and client relationship management. Skilled in designing customized portfolio strategies and managing client assets to drive long-term wealth creation through mutual funds, insurance, and retirement solutions.
Sairaj Wadkar is a Financial Planner at Wealth Trust Capital Services with over three years of experience in investment advisory and portfolio strategy. He specializes in goal-based financial planning, helping clients build disciplined investment portfolios aligned with their long-term financial objectives.
“Remember that reputation and integrity are your most valuable assets and can be lost in a heartbeat.”
Charlie Munger | American businessman and investor
And, we have built it over the years, and would like to keep building upon.
We're always on the lookout for exceptional talent. Feel free to express your interest in joining our team by filling out the form, and we'll keep your information on file for future opportunities.
