Your Partners
for Growth

With over a decade of experience in the equity markets, Kruti brings her expertise in technical analysis and trading to Equitree, ensuring precision and efficiency in trade executions for PMS. As the Chief Operating Officer, she oversees daily operations, administrative functions, and keeps everything running smoothly. Beyond her financial acumen, Kruti has a creative side as an expert in interior design and architecture, blending analytical skills with an eye for aesthetics and detail.

A finance professional with nearly two decades of experience across equity markets, private wealth, corporate finance, and real estate, Mohit spearheads investor relationships at Equitree, working closely with HNIs and family offices. Having held senior roles at InCred Capital Wealth, Edelweiss, and IndiaNivesh, he brings deep expertise in wealth management and equities. Mohit holds an MSc in International Finance from Cass Business School, London. An avid pickleball enthusiast, he thrives on strategy both on and off the court.

Based in Pune, Sudhir brings over 30 years of experience in business and finance to Equitree. As Executive Director, he focuses on investor outreach and marketing, building strong relationships and expanding Equitree's visibility within the investment community. Outside of work, he is an avid sports enthusiast who enjoys watching football, badminton, and tennis, drawing inspiration from the fast-paced energy of the games.

With over 10 years of experience in investing, Varun holds a Bachelor's in Financial Markets (BFM) and is a CFA charterholder. His expertise lies in analyzing market trends and providing data-driven insights to shape Equitree's investment strategies. Known for his sharp analytical skills and thorough approach, Varun plays a key role in identifying promising investment opportunities. He also enjoys playing sports and reading books!

Harshil, a Chartered Accountant with CFA Level II certification and a B.Com degree, brings deep financial expertise to Equitree. His role focuses on extensive research across various industries, where he employs a meticulous approach to uncovering unique investment opportunities. Outside of work, Harshil enjoys trekking and reading, finding both nature and literature to be sources of inspiration and reflection.

Shubhankar brings a rich blend of strategy consulting and fintech experience to Equitree. An IIM Lucknow MBA with CFA Level I certification, he previously held roles at BCG, Mastercard, Revolut, and Meesho, building a well-rounded lens on business models, unit economics, and competitive dynamics. At Equitree, he channels this into identifying high-quality businesses with durable compounding potential. A self-described enthusiast of investing, sports, and poker, Shubhankar thrives on the discipline and pattern recognition all three demand.

Neil brings a distinctive dual background in law and business to Equitree's research team. With an LLB from Government Law College, Mumbai and an MBA from NMIMS, he pairs rigorous legal thinking with financial analysis. Before Equitree, Neil gained experience across equity research at Motilal Oswal and corporate law at firms including Trilegal, MZM Legal, and Bose & Mitra — giving him a sharp edge in assessing governance, regulatory risks, and business quality in the small and micro-cap space.

Sparsh drives growth, investor relations, and brand communications at Equitree, working closely with the founding team to strengthen connections with the firm's 500+ HNI and family office investor community. His work spans investor outreach, distribution relationships, and building tools and dashboards that bring transparency to Equitree's operations — with a strong focus on integrating technology and automation into financial workflows. Outside of work, he has a deep love for music.

With a B.Com degree, Ashok brings precision and reliability to Equitree's Accounts team. He ensures that financial records are accurate and well-maintained, supporting the firm's financial integrity. Known for his steady approach and meticulous attention to detail, Ashok is a key asset to the accounts department.

With a background in BMS-Finance, Sakshi plays a key role in Equitree's Operations and Compliance team. She brings a fresh perspective and enthusiasm for detail, ensuring that processes run smoothly and adhere to regulatory standards. Always eager to learn and grow, Sakshi balances her professional life with a passion for drawing, which fuels her creativity and curiosity.