About us!

PHILOSOPHY of business

To achieve our objective we will align our interests with those of our clients. We will do away with transaction charges and move to profit sharing or flat fee. We do not want to make money for ourselves by churning the investments at the cost of the client's interest. Instead we prefer to profit sharing so that we make money when you make money. From clients perspective churning incurs not only transaction costs but exit loads and STT and capital gain tax.

Our Mission

Our objective is to provide superior financial results to our clients. Over a medium to long time period, the RESULTS from our advisory services should be far better than provided by private banks. The Returns should be better than the benchmarks i.e. sensex or crisil bond index (of course after the cost).

Our Team

Sanjay Poonia

Sanjay Poonia

Managing Director and Chief Investment Advisor

20 years of experience in investment advisory services

Sanjay has 20 years of experience in investment advisory services. He has worked with ABN AMRO and Kotak Mahindra Bank for 10 years. He started as Investment Advisor with ABN AMRO bank and continued with ABN AMRO for 2.5 years. After his successful stint at ABN AMRO, he Joined Kotak Mahindra Bank as Relationship Manager and later on headed Privy League for Gurgaon. He quit Kotak to start out on his own. Sanjay has done MBA from Birla Institute of Management Tech., Noida and Diploma in investment and risk management from IIM Banglore.

Shagun Teotia

Shagun Teotia

Vice-President (Co-founder)

15 years of experience in Financial industry

Shagun has 18 years of experience in Financial industry. She started her career with DBS Cholamandalam Wealth Management Pvt Ltd (PCG) and later on joined Kotak Life Insurance. She quit Kotak life insurance in early 2013 and joined us. She has done MBA from BIMM, Pune in 2008.

Poonam Poonia

Poonam Poonia

Non Independent and Non Executive Director

M.Sc graduate from Vanasthali vidyapeeth, Rajasthan

Poonam is M.Sc graduate from Vanasthali vidyapeeth.

Dr. Ravinder Dahiya

Dr. Ravinder Dahiya

Non-Independent and Non-Executive Director

Professor of Electronics and Nanoengineering and EPSRC Research Fellow

Ravinder is Professor of Electronics and Nanoengineering and EPSRC Research Fellow. He is the leader of Bendable Electronics and Sensing Technologies (BEST) group and currently he is also the director of Electronics Systems Design Centre (ESDC). His research group conducts fundamental research on high-mobility materials based flexible electronics, electronic skin, and wearable systems and their application in robotics, prosthetics and healthcare. He has published more than 250 research papers in reputed journals and peer reviewed international conferences, 12 patents (including 7 submitted), 4 books (including 3 in progress), and several book chapters. He is President-Elect and Distinguished Lecturer of IEEE Sensors Council. He is serving on the Editorial Boards of Scientific Reports (Nature Group) and IEEE Sensors Journal. He is editor of 'Flexible and Large-Area Electronics' elements series by Cambridge University Press. He has been guest editor for 7 Special Journal Issues. Professor Dahiya holds EPSRC Fellowship and received Marie Curie Fellowship and Japanese Monbusho Fellowship in past. He was awarded with the University Gold Medal for First Class First Position in the University. He received the 2016 IEEE Sensors Council Technical Achievement Award, and the 2016 Microelectronic Engineering (Elsevier) Young Investigator Award. In 2016, he was also included in the 40UNDER40 in Scotland. He received 2 best paper awards as author, 2 second best paper awards as co-author and 1 third best paper award as co-author (all in different IEEE conferences). Recently, Prof. Dahiya was featured in the Scottish government's campaign 'Scotland Is Now'. Twitter: @RavinderSDahiya

Reenu Kaliraman

Reenu Kaliraman

Sr. Manager

Advocate by education with LLM (Corporate Law)

Reenu is an Advocate by education with LLM (Corporate Law).

Vijay Shree

Vijay Shree

Manager Research

Masters in computer applications from Banasthali University

Vijay Shree started working with Brightmoon capital in 2016. She is Masters in computer applications from Banasthali University Rajasthan.