Advisors

With over 35 years of experience in corporate finance, mergers and acquisitions (M&A), and strategic financial management, Mr. Ramesh Bhosale brings a wealth of expertise to WealthCrest. He has successfully led M&A transactions in more than 40 countries, working on both buy and sell sides. His deep industry knowledge spans pharmaceuticals, iron & steel, oil & gas, and telecom. A qualified Cost & Management Accountant and a Postgraduate in Commerce from the University of Mumbai, Mr. Bhosale has held key leadership roles at renowned companies such as Johnson & Johnson Ltd., Hafkins Biopharmaceuticals, Ispat Industries Ltd., and a listed oil refinery company in India. He has also mobilized significant resources from private equity, international investors, and financial institutions. Currently, he plays a pivotal role as Director at V-Magnum Opus, contributing significantly to the company’s growth. At WealthCrest, Mr. Bhosale serves as a trusted advisor, leveraging his vast experience to provide strategic guidance, further enhancing the WealthCrest’s commitment to delivering value-driven financial solutions.

Mangalore Prakash Hegde, a B.Com graduate from Mysore University (1974), is a seasoned financial expert with qualifications in LL.B, CAIIB, RFC, CPFA financial planning, along with IRDA and AMFI certifications. With over 25 years of experience at Corporation Bank, he excelled in managing Retail Banking, Cash Management, Treasury, and Capital Markets. He successfully established the Kalyan branch, earning multiple accolades, including the Best Branch and Chairman’s Club Awards. In 2003, he founded "Nitcash," a financial advisory firm dedicated to helping retail investors create wealth through strategic financial planning and mutual funds. Over the years, he has guided more than 1,000 investors and 300 families towards financial freedom and well-being. As an advisor at WealthCrest, Mr. Hegde plays a key role in fostering partnerships, drawing on his vast network and experience to bring in strategic partners to the firm. His commitment to client-centric financial solutions and his expertise in the banking sector make him a valuable asset to WealthCrest's mission of delivering excellence in financial services.

Abhay Talekar, CFO and Co-founder of uKnowva HRMS, holds an MBA from ITM and a BBA from Pune University. Since 2010, he has spearheaded financial innovations that have transformed HR management, focusing on cost-effective automation from pre-hire to post-retire processes. Under his financial leadership, uKnowva has expanded its platform to serve over 120 clients and 300,000+ users globally, ensuring sustainable growth and operational efficiency. Mr. Talekar mentors as an advisor to WealthCrest and leverages his expertise in financial innovation and automation to enhance the firm's operational efficiency, helping to optimize financial services and contribute to the overall growth and success of the business.

Vicky Jain is a co-founder of uKnowva HRMS, a cloud-based HRM software developed by Convergence IT Services, offering AI and EI-powered solutions for HR automation and people management. An engineering graduate from Shah and Anchor Kutchhi Engineering College (Mumbai University) and an MBA from IBS, Vicky emphasizes innovation and creativity in building next-gen products. His strategic focus on an architectural roadmap has been key to the long-term scalability of uKnowva. With expertise in Business Development and Financial Management, Vicky has led the company’s sustainable growth. He was honored with the Bharat Gaurav Award in December 2009 by IEDRA in New Delhi. He credits his love for reading with shaping his leadership philosophy. At WealthCrest, Mr. Jain mentors as an advisor, where he contributes his expertise in technology solutions to enhance operational efficiency and support the firm's growth strategies.
WealthCrest Financial Services LLP
AMFI Registered Mutual Fund Distributor | ARN-303782 | Date of initial registration – August 7, 2024 | Current validity of ARN – August 7, 2027
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