Sachin P M
MD & CEO
MBA, RIA, CPWM, CDIP
Major pillar and architect who structured the foundation and vision for Rishta Capital. He holds an MBA from Janson’s School of Business, Coimbatore. He was a veteran with major Institutions like Citibank, ICICI Securities, Bajaj Capital, and Axis Bank. He hails from a Financial Services background with specializations in HNI/NRI Wealth Management, Risk Management, Tax Planning, Estate Planning, Retirement Planning and Legacy Planning. He is also a Certified Private Wealth Manager (CPWM) and is an exclusive consultant for the Ultra-HNI Client segment. He is a Registered Investment Advisor under SEBI and is a recognized professional by AMFI. His Certifications also include Certified Professional for Depository Operations (CPDOP), Certified Debt Investment Professional (CDIP) and Specified Person-Composite Insurance (SP-Certified). He is the MD and CEO of Rishta Capital and personally Heads the Investment Advisory Division.
Sachin P M
Ms. Anu K
Director & Head- Client Relations
An imminent personality, responsible for laying out the core business ethics of Rishta Capital. She carries herself with rich experience in the field of Client Servicing, Client Handling, and Crisis management. She is a veteran of SCOPE International, an arm of Standard Chartered Bank. She was also actively managing a team of Service Executives and was the key person in ensuring to deliver prompt servicing by reducing Client escalations and active monitoring of Client satisfaction metrics. She also charted out various marketing campaigns and client engagement programs periodically to ensure the clients are intact beating the competition. In Rishta Capital, she is the Director and Head for Client Relations which becomes a part of our prime business structure.