AMFI registered Mutual Fund & SIF Distributor- Managing Partner

Yash holds a Bachelor’s degree in Business Administration (BBA) and furthered his academic and professional journey in Canada, where he gained over three years of hands-on experience with leading global banks such as CIBC and TD. During this period, he worked across retail and commercial banking, developing a strong foundation in client advisory, credit, and relationship management within mature financial markets.

Bringing valuable international exposure back to India, Yash joined Anshwara Financial Services, where he is currently pursuing his Certified Financial Planner (CFP) certification. He has successfully cleared NISM Series V-A (Mutual Fund Distributors) and NISM Series XIII (Common Derivatives) certifications, reinforcing his strong regulatory and market knowledge.

Yash is committed to delivering holistic, goal-based investment advisory services, addressing every aspect of a client’s financial life—from wealth creation and risk management to long-term financial security. His approach combines global best practices with a deep understanding of individual client needs, guiding investors through their wealth-building journey with clarity, discipline, and trusted expertise.

CS, CFP, AMFI registered MFD - Managing Partner

Gayatri brings over 21 years of deep-rooted experience in the Indian financial industry, having held senior leadership roles across reputed institutions. She served as Deputy Zonal Head at Karvy Stock Broking from 2001 to 2021, where she led and oversaw B2B distribution and sales of major financial instruments, including mutual funds, bonds, IPOs, and corporate fixed deposits, across Gujarat and Maharashtra.

During her tenure, she developed extensive expertise in capital markets, distribution strategy, and relationship management, while navigating multiple market cycles—experience that adds invaluable perspective to long-term investment decision-making. She later undertook a short stint as Senior Consultant at IIFL Capital Services Ltd. (2021–2022), further strengthening her exposure to institutional advisory and market strategy.

Gayatri is a Company Secretary, holds an LLB degree, and is a Certified Financial Planner (CFP). Her strong academic foundation, combined with decades of practical market experience and industry relationships, enables her to offer insightful, well-informed guidance. At Anshwara Financial Services, she plays a key role in ensuring clients benefit from disciplined strategies, regulatory clarity, and seasoned market wisdom throughout their investment journey.

MBA Finance, Head of Growth and Digital Strategy

Malvika Rao serves as the Head of Growth and Digital Strategy at Anshwara Financial Services, playing a key role in managing client engagement and ensuring a seamless portfolio experience. She holds an MBA in Finance from MSU Baroda and has successfully cleared the NISM Series XXI-A (PMS Distributors Certification), reflecting strong expertise in portfolio management services and regulatory standards.

With three years of professional experience at TD Bank, Canada, Malvika brings international banking best practices to her role. Her background spans retail banking, mortgage financing, and investment advisory, giving her a well-rounded understanding of client needs across various financial life stages. In addition to client relationships, she also oversees the firm’s social media presence and media relations, ensuring consistent, transparent, and professional communication of Anshwara’s brand and insights. Known for her client-first approach and attention to detail, she focuses on building long-term relationships through clear communication, structured solutions, and dependable service aligned with each client’s financial objectives.