An alumnus of St. Xavier’s Calcutta & Haas School of Business, UC Berkeley, Sangeeta has more than 20+ years of management experience across large Corporate House & Multinational Companies including CRISIL, Dun & Bradstreet, Amicorp Group & Incred Wealth. She chose entrepreneurship & is currently Founder & CEO WealthQube Investment which focuses on Wealth Management & Estate Planning. She is also on the board of Advisory committee in Pune Times Mirror & also mentors various start up.

She was recognized as iconic women by Women Economic Forum, 2020, “Top 100 Inspiring Women in India” in 2015, the “Corporate Diva Winner” in 2016. She has been appointed as India Chapter Chairperson for Diversity & Culture for “All Ladies League” and also been appointed as National Council Member for Diversity & Inclusion. She has also received Ann honorary Doctorate from Govt of India on Entrepreneurship.

She is an award winning poet and her authored a book  “Celebrate Your Wings” received Amazon’s Best Selling Status. She has a podcast channel  “Your Icon” has 80k followers. She represented India & won the coveted title “Mrs Asia India” for our country in 2023.

Amit Ratanpal is a seasoned investment professional with over 25 years of expertise in private equity, capital markets, and asset management. He specializes in identifying and scaling early-stage ventures, particularly within the EdTech and FinTech sectors. His career includes significant contributions to the Indian financial ecosystem, having led private equity fund-of-funds initiatives and treasury operations at prominent banking institutions. A Chartered Accountant and alumnus of Harvard Business School and NMIMS, he actively advises businesses on strategy and operational growth. Beyond the corporate sphere, he is a boxing enthusiast and avid traveler who emphasizes trust and respect as core business values.

Sanjay Rego is a dual-qualified Chartered Accountant and Advocate with over three decades of experience in the legal and financial sectors. He specializes in estate planning, succession strategies, and the creation of private family trusts, with a distinctive focus on structuring financial security for families with special needs dependents. His expertise extends to corporate advisory, where he guides clients through complex regulatory frameworks, including FEMA, foreign direct investment, and cross-border transactions. A member of the Society of Trust and Estate Practitioners (STEP), he combines legal acumen with financial insight to provide comprehensive wealth transfer and asset protection solutions.

I specialize in building strong, trust-based client relationships while delivering tailored investment solutions. I serve as the key point of contact for investors—understanding their financial goals, addressing concerns proactively, and ensuring seamless execution of transactions. My focus is not just on sales, but on long-term value creation through informed guidance, timely reviews, and consistent service. I believe that consistent engagement and clarity are what set true financial advisors apart from transactional agents

I bring over 15 years of experience in nurturing strong customer relationships across dynamic industries, with the last 2 years dedicated to guiding clients on their personal wealth journeys. My passion lies in understanding individual needs and delivering tailored solutions that build long-term trust and financial confidence.

With a proven track record in relationship management, I’ve worked closely with diverse clientele, enhancing satisfaction, loyalty, and retention. Transitioning into wealth management has enabled me to blend empathy with financial insights, helping clients align their life goals with smart investment strategies.

🔹 Skilled in: Customer Engagement | Portfolio Management | Client Retention | Investment Advisory | Financial Planning Basics
🔹 Known for: Active Listening | Relationship Building | Solution-Oriented Mindset | Customer-Centric Approach

Sujoy Das is a seasoned finance professional with nearly three decades of experience in global fund management and wealth advisory. He currently leads OAWA, an organization dedicated to empowering wealth managers and bridging skill gaps within the financial services industry. Previously, Sujoy oversaw fixed income strategies and managed significant assets for major firms, including Invesco Asset Management, Bharti AXA, and DSP Merrill Lynch. His expertise spans domestic and offshore markets, where he has successfully navigated multiple economic cycles. An alumnus of the University of Calcutta, he focuses on mentoring financial professionals to build sustainable, high-growth advisory businesses.