Durgesh Pandya
Managing Director
Manish Shah
Director, Private Wealth
YASH JOSHI
Executive Director
Ajay Upadhyay
Associate Director
Rahul Agarwal
Founder - Ideal Insurance Broking & Mentor to UpperCrust Wealth
Our Fund Management Team
Our Wealth Manager & Client Operation Team
Dipen Shah, CFP
AVP - Alternative Investments
Lakshmi Achutharam
Chief Happiness Officer
Manoj Rohit
Senior Relationship Manager
Roshan Shah
Senior Relationship Manager
Manvi Agarwal
Customer Relationship Manager
Bijal Mehta
Wealth Manager
