01 Expert Wealth Managers

With over 18 years of expertise in wealth management and personalized financial solutions.

With over 18 years of experience in wealth management, Advisee has been at the forefront of providing tailored financial solutions for Entrepreneurs, Influential Leaders, NRIs, and High-Net-Worth Individuals (HNIs). Our seasoned team brings expertise in managing diverse portfolios, including wealth, equity, and investment strategies, ensuring that each client's unique needs are met with precision and care.

At Advisee, we pride ourselves on our deep understanding of the financial landscape and our commitment to helping clients achieve their financial goals. Our approach combines innovative strategies with a personalised touch, allowing us to navigate the complexities of wealth management confidently. Whether you're an entrepreneur looking to scale your business, a public figure seeking discreet financial advice, an NRI navigating cross-border investments, or an HNI aiming to preserve and grow your wealth, Advisee is your trusted partner in economic success.

02 The A Team

Meet the team of seasoned experts dedicated to guiding your financial journey at Advisee.

Sanjeev Rai

CEO

Rishikesh V Lad

CTO

Krishna Khoday

CFO

Chetan Pawar

CMO & Legal Affairs