OUR WEALTH PROFESSIONALS
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JASPRIT SINGH ANAND FOUNDER & CHIEF INVESTMENT OFFICER With over 22 years of experience in banking and financial services and more than 15 years of leadership as a Branch Head at leading Indian banking institutions, Jasprit Singh Anand brings deep expertise in wealth management and strategic investment planning. He has extensive experience providing strategic financial guidance to High Net-Worth Individuals (HNIs), business owners, and corporate clients on asset allocation, portfolio construction, and long-term wealth creation. His investment approach is built on disciplined decision-making, strong risk management, and a commitment to transparency and client trust. Under his leadership, AJ Capital Ventures has grown into a trusted wealth management partner, delivering personalized, research-driven investment solutions focused on long-term value creation. |
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PANKAJ OPERATIONS HEAD Pankaj brings 6+ years of experience in operations, compliance, administration, and client relationship management in financial services. He manages transaction processing, regulatory compliance, and coordination with AMCs and financial institutions, ensuring smooth and accurate backend execution. He also supports portfolio preparation, performance reporting, and client communication, helping simplify financial data for clients. His role includes transaction processing, compliance & documentation, AMC/platform coordination, portfolio reporting, and client servicing, contributing to the firm’s efficient operations and service delivery. |
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RANA JAYDEO RELATIONSHIP MANAGER Rana Jaydeo has 14+ years of experience in financial services, specializing in client relationship management, investment solutions and business development. He focuses on building strong client relationships and delivering customized financial solutions aligned with clients’ goals and risk profiles. His role includes client relationship management, investment solutions support, business development & client acquisition, portfolio review & client engagement, and compliance-aligned client servicing, contributing to the firm’s growth and long-term client relationships. |
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ANUPAM SHRIVASTAV OPERATIONS EXECUTIVE Anupam Shrivastav is an Operations Executive with experience in financial services operations and client servicing. He manages transaction processing, SIP registrations, KYC & documentation compliance, and coordination with AMCs, ensuring smooth and compliant operations. He also supports client onboarding, query resolution, and client servicing, contributing to the firm’s efficient operations and service delivery. |
