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, a Harvard Business School alumnus with more than twenty years of experience, is a titan in the fields of investment banking, asset management, capital markets, and private equity. Finding possibilities where others perceive complexity and transforming them into success stories is the foundation of his career.

Amit has developed and managed significant portfolios and successful exits, forming strong businesses in the financial services and education sectors, and he has a keen eye for high-impact investments. He has been the impetus behind a number of revolutionary endeavors, whether they include starting companies from the ground up or growing them to new heights.

Amit combines global savvy with in-depth industry knowledge to provide boardroom insights and market vision, transforming him from a financial specialist into a strategic architect of tomorrow's companies.

With almost three decades of diverse experience, Sanjay Rego offers a unique combination of financial judgment and legal expertise. A lawyer, chartered accountant, and TEP (Trust and Estate Practitioner), he is renowned for providing strategic, well-rounded advice to institutions, families, business owners, and HNIs on some of the most delicate and complicated issues, including property law, public trusts, wills, and estate planning.

With prestigious firms like Deloitte, Universal Trustees, and Majmudar & Partners, Sanjay has held both leadership and consulting responsibilities throughout his career. It was during these roles that he gained a thorough understanding of the corporate legal environment as well as the private dynamics of family wealth. He has written family constitutions, reviewed intricate trust arrangements, carried out innumerable title due diligences, and guided clients through challenging regulatory and compliance environments with assurance and clarity.

As the creator of REGO & Associates, Advocates, Sanjay is renowned today for inspiring trust in addition to his legal knowledge. He makes even the most emotional financial decisions more understandable by being calm, accurate, and deeply sympathetic. He is more than just a consultant for families preparing their bequests or safeguarding generational wealth; he is a reliable partner in every way.

Prajakta Sonawane specializes in establishing enduring, trustworthy bonds with customers while providing individualized financial solutions that are catered to their particular objectives. She takes satisfaction in having a thorough understanding of investors' financial goals, proactively resolving any issues, and guaranteeing the smooth completion of each transaction in her role as their primary point of contact. She is dedicated to creating lasting value through timely portfolio assessments, well-informed guidance, and reliable, open service; her commitment extends beyond sales. According to Prajakta, a financial advisor's ability to interact with clients as a trusted partner on their financial path and communicate clearly are what really make them stand out, not just their level of experience.

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