Led By Experts | WealthReserv

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Meet Our Team of Experts

Our team is composed of experienced professionals who enjoy working closely with our clients and with each other.

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Kunal Khatri

Founder & Director

Kunal is a Seasoned Banker with over 14 years of vast experience in Financial Planning, Wealth Management & Retail Assets. He is a Commerce Graduate and also holds a Management Degree from Symbiosis University, Pune and specializes in managing client portfolios through his in-depth Knowledge across Financial Products. Prior to Founding WealthReserv he has worked in organizations like Almondz Global, ING Vysya Bank, Ameriprise Financial & SMC Global.

Corporate & Transaction Advisory

Wealth Management

Professional Consultancy Services

Goal based Financial Planning

Portfolio Management Service (PMS)

Alternate Investments

Contract Administration

Nicklesh Anandan

Research Partner & Chief Analyst

Nicklesh has an experience of over 11 years in the field of Investment Banking, Financial Planning and Wealth Management. Other than being a commerce graduate and an MBA, he also holds CFP & CFA certifications. He founded Anandan Associates in 2019 and has been providing capital market research and advisory services internationally since.

Equity Research

Private Equity

Portfolio Management

Alternate Asset Valuation & Management

Business Valuations

Market Research

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Harish Koli

Director- Operations

Harish has over 15 years of vast experience in Operations, retail sales. He is Commerce Graduate from Delhi University. Depth knowledge of financial products, client services, MIS. Prior to founding WealthReserv, he has worked with Mata Securities, Almondz Global Securities Ltd, Arthaprise Financial Pvt. Ltd.

Mutual Funds

Private Equity

Portfolio Management

Alternate Asset Valuation & Management

Business Accounting

Portfolio Analysis

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