Team
Value consulting with an execution-oriented approach
At the heart of our approach is a commitment to a client-first philosophy. We believe that your unique goals and aspirations should drive every financial decision. Our experienced team takes the time to understand your individual needs, propose asset allocations that align with your vision for financial success.
▬ Meet our experts ▬
Shashank Gupta
A seasoned and accomplished wealth manager with more than 15 years of extensive experience in consultative investment advisory, having worked with esteemed private banking institutions such as Kotak Securities, RBS, ABN Amro Preferred Bank, Sanlam Investments, Veradis Capital, and Allegro Capital Advisors. Educational qualifications include a Bachelor's degree in Mechanical Engineering and a Master's in Business Administration with a specialization in Finance. Additionally, holds a professional certification from NISM.
Jai Krishna Seshadri
With nearly twenty years of experience in the Private Banking and Wealth Management field, Jai has lent his expertise to leading firms in the country such as Allegro Capital Advisors, Way2wealth Financial Services, and Anandrathi Group. Graduating with a degree in Commerce from The Bangalore University, Jai possesses certifications from AMFI and NISM for Mutual Funds Distribution Services. Drawing from his extensive background in advising and overseeing investments for High Net-Worth Individuals, he is committed to focusing on wealth generation for his clients and engaging actively in their path towards financial success.
Tony Ninan Jacob
Tony Ninan Jacob has been involved for over seven years with the wealth management industry, concentrating on developing expertise and knowledge to craft investment solutions tailored to investor needs. Before his tenure at Tallis, he accumulated significant hands-on experience at Allegro Capital Advisors, where he initiated his career in wealth management. He earned his Master's in Business Administration with a specialization in finance from St. Joseph's Institute of Management, Bangalore, and holds professional certifications, notably V-A NISM. He firmly believes that emphasizing the establishment of accurate processes and systems will lead to long-term success.
Be in control of your finances
An AMFI Registered Mutual Fund Distributor
Tallis
701, 7th Floor, North Wing, Manipal Centre, Dickenson Road, Bengaluru – 560001
ARN Registration Date: 09 August 2024
ARN Expiry Date: 08 August 2027
GST NO :-29AAJFT9291R1ZU
Disclaimer: Mutual Fund investments are subject to market risks, read all scheme related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of future performance of the schemes. The Mutual Fund is not guaranteeing or assuring any dividend under any of the schemes and the same is subject to the availability and adequacy of distributable surplus. Investors are requested to review the prospectus carefully and obtain expert professional advice with regard to specific legal, tax and financial implications of the investment/participation in the scheme.
While all efforts have been taken to make this web site as authentic as possible, please refer to the print versions, notified Gazette copies of Acts/Rules/Regulations for authentic version or for use before any authority. We will not be responsible for any loss to any person/entity caused by any short-coming, defect or inaccuracy inadvertently or otherwise crept in our web site.