
Founder & Managing Partner
Amlesh Kumar
Amlesh Kumar is a seasoned Private Banking professional with over two decades of experience across leading financial institutions. In his last corporate role, he served as State Head for Axis Bank's Burgundy channel in Odisha, leading the Affluent and NRI banking segment and managing a Total Relationship Value of over ₹1,000 Cr across 750+ HNI and UHNI families. His earlier career included key leadership roles at Kotak Mahindra Bank, Citibank, and ICICI Bank, where he contributed to expanding HNI/UHNI client bases and managing cross-functional banking strategies.
- MBA with a specialization in Finance
- Executive Program in Investment Banking & Portfolio Management, IIM Bangalore
- Certified Financial Planner (CFP)
- Chartered Financial Analyst (UK), Level 3
- NCFM Capital Markets, AMFI Advisory, IRDA certifications
"Trust is the currency of every financial relationship."

