Incorporated in May 2017, Compass Finserve LLP has its origin from its founding partners who together bring in more than 40 years of rich experience in wealth management and financial services. The foundation of this company is based on the core values of integrity, knowledge, client focus which help in providing the right direction.
Vision: To be the most trusted and referred financial services brand.
Mission: Create a collaborative environment with focused goals to achieve client objectives.
A Bachelor of Commerce with an experience of over 15 yrs in the Wealth Management and Banking industry. Has a demonstrated track record in handling investments of corporates, UHNIs and Family Offices. Has worked with renowned organisations like Standard Chartered, Citibank and Alchemy Capital Management Pvt Ltd.
Prakash is a MBA from Narsee Monjee Institute of Management Studies. He has over 20 years of practical acumen in Private Banking with specialization in advising high net-worth clients across asset classes. Worked with renowned domestic and international private banking institutions such as HDFC Bank Ltd, Reliance Wealth Management Ltd, ICICI Bank Ltd as part of the International Banking Group and Citigroup Global Markets Ltd.
Rachana Gandhi, holding a bachelor’s degree in commerce with over six years of expertise in understanding and distribution of financial products and additionally has 5 years of experience in the travel sector.
Has worked with organisations like Standard Chartered Bank and Orbit Tours And Travels Pvt Ltd.
