WHO WE ARE

Shardul Joshi: Co-founder & Director
Investment Experience: 16 years

I am a CFA Charterholder & hold a Masters degree in Virology from National Institute of Virology. This coupled with nearly two decades of investment experience, including navigating through significant market downturns like the great financial crisis, my background is both extensive and diverse. I have honed my skills across various domains from product and security analysis, managing private equity deals & portfolios for UHNI clients and discretionary PMS strategies. My enthusiasm for entrepreneurship drives my expertise in evaluating start-up and early stage investing opportunities for investors. The breadth of my education and experience fuels my ability to introduce innovative and distinctive perspectives to strategic decision-making, always with a focus on the practicality and feasibility of implementing those decisions.

Aneesh Kelkar: Co-founder & Director 
Investment Experience: 10 years

I am a finance professional with over 10 years of experience in the Indian Equity Markets. I am a Chartered Accountant (CA) and a Chartered Financial Analyst (CFA) (USA) and have further honed his expertise through the Family Office Advisors Program from AIWMI. Demonstrated expertise in both private and public equity markets, specializing in client relationship management, asset allocation, and investment selection for large family offices and ultra-high-net-worth families. I have had the privilege to manage significant portfolios and develop robust client relationships built on trust, transparency, and mutual respect. My keen understanding of global financial markets, coupled with strategic investment decision- making, has enabled my clients to achieve their financial objectives and enhance their wealth over time.

OUR TEAM

Nikhil Gavankar: Research Analyst

I am a finance enthusiast with a strong academic background in Accounting and Finance. I have completed my Bachelor of Accounting and Finance (BAF) and am currently pursuing a Master of Commerce (M.Com) with a specialization in Finance. I have a keen interest in financial research, financial analysis, and technological advancements in the finance domain. I am passionate about leveraging data-driven insights and modern financial tools to support strategic decision-making and organizational growth. I am committed to continuously upgrading my skills and applying my knowledge to create value and contribute effectively to organizational success.

Dattatraya Bidwai: Senior Officer – Operations & Client Servicing

I am a BBA graduate from SRTM University, Nanded and hold a PGDBO (Post Graduate Diploma in Banking Operations) from NIIT Institute, Pune. I am certified by the National Institute of Securities Markets with NISM Series II-B (RTA–Mutual Fund) and NISM Series V-A certifications. Prior to joining Prayodhan Wealth Pvt Ltd, I worked at KFin Technologies Limited, where I managed operations and client servicing for UTI Mutual Fund. My responsibilities included transaction processing, compliance coordination, data management, and client support. I played a key role in enhancing service efficiency, streamlining operational processes, and managing end-to-end workflows effectively.

OUR VISION & MISSION

VISION

MISSION

To be the most trusted wealth partner, shaping a future where wealth empowers purposeful living, enduring security, and meaningful legacy — guided by integrity, innovation and insight.

• To Deliver personalised wealth solutions aligned with each client’s goals and risk profile.
  

• Enable informed financial decisions through clarity and guidance.
  

• Protect wealth with prudent risk management and disciplined strategies.

• Build enduring relationships founded on transparency and trust.