Our Team

Rajesh Puri (Founder and CEO)

Rajesh Puri is a Chartered Accountant and a AMFI Registered Mutual Fund Distributor with over two decades of experience. He provide services to High Net-worth Individuals (HNIs), NRIs and Professionals.

He has been closely associated with financial market and has expert knowledge of the functioning of stock markets and financial instruments such as mutual funds, insurance, equities and derivatives. He has contributed many articles analyzing the contemporary financial market to leading dailies.

He was associated in the capacity of founder & managing partner with M/s Khanna Puri Wadhawan & Co, a Chartered Accountancy firm registered with ICAI and empaneled with CAG, RBI etc. He is well versed with multiple kinds of accounting issues. He has in depth knowledge of personal taxation matters, NRI Taxation, Auditing, Corporate Laws, Management Consultancy etc.

He is a veteran in the domain of effective management of company affairs like incorporation of companies, setting up of subsidiaries of foreign enterprises, setting up of liaison office, devising tax efficient salary structures of employees, advising clients on transfer pricing regulations, preparation of transfer pricing reports and conducting transfer pricing studies.

Dinesh Pandita (Director)

Dinesh has completed his MBA in Finance & Marketing from Bhopal University. He has been an integral part of KPW since past 20 years. He has diverse knowledge of Insurance and Investment Industry and has been managing clients of KPW personally. He is a certified NISM Mutual Fund Distributor and has cleared Insurance Regulatory & Development Authority Exam. Currently he is handling the backend Execution department and Client Handling.

Akshat Puri (Associate Vice President)

Akshat Puri has completed his MBA in Finance from Narsee Monji Institute of Management Studies where he was the President of the Finance Club. He has certifications from NSIM Mutual Fund Distributor and Insurance Regulatory and Development Authority Exam.

His prior work experience in ICICI AMC has equipped him with knowledge base to assess client's financial situation to develop strategic financial planning solutions.

His internships in UTI Mutual Funds, IDFC Mutual Funds and Motilal Oswal Mutual Funds have helped him to understand not only the finer nuances of the Mutual Fund industry but also the significance of a personalized touch in client handling. He’s a member of Chairman’s Club & MDRT (2019).