Leadership
A qualified Chartered Accountant and Graduate in Commerce from University of Mumbai, Yash has over a decade of experience in corporate finance, stock market analysis, and financial management. Yash has worked with businesses and individuals to help them achieve their financial goals through smart, strategic planning, optimize their financial performance and navigate complex financial landscapes.
Yash founded WealthCrest with the vision of creating a firm that goes beyond traditional financial services. Known for his client-centric approach, Yash takes pride in simplifying complex financial concepts, ensuring that his clients are informed and confident in their decisions. His unwavering commitment to integrity and excellence makes him a valuable asset at WealthCrest.
Archis is a finance professional with over 5 years of successful experience in financial services. His journey into finance began with a Master’s degree in Finance from University of Technology, Sydney, Australia, which laid the foundation for his in-depth understanding of global financial markets, portfolio management, and risk assessment.
His background in share market research, combined with hands-on experience in managing diverse portfolios, has equipped him with a strong skill set to analyse market trends, develop strategic financial plans, and deliver consistent results for his clients. As the founder of the firm, he is passionate about providing clients with tailored solutions to help them achieve their financial goals. His core values include integrity, trust, and a client-first approach.
With a solid academic foundation in engineering (B. Tech) and a Master’s in Business Administration specializing in Marketing, Ameya brings a unique blend of technical and marketing acumen to the financial services industry. Throughout his career, Ameya has successfully navigated the complexities of the financial market, developing a keen understanding of investment products, and client relationship management. He has a proven track record of driving sales, fostering long-term client relationships, and delivering tailored financial solutions that meet diverse customer needs.
Ameya is also a successful entrepreneur, having launched and managed multiple sector enterprises that emphasize innovation and growth. In addition to his entrepreneurial endeavours, he is passionate about sharing knowledge as a professor, where he inspires the next generation of leaders through engaging lectures and practical insights. His commitment to fostering financial literacy and wealth creation is evident in both his teaching and business practices. With a dedication to lifelong learning and a vision for empowering others, Ameya continues to make a meaningful impact in the fields of technology, finance, business, and education.