An effective & committed leader with spotless integrity and passion with deep understanding of financial products having more than 27 yrs. of vintage experience with global financial firms in fixed income, treasury management & corporate finance. Mr. Puneet Pandey has dealt in transactional volumes that have been large and difficult to get in. His focus is more on the institutional sector and has been a great aid to the industry. He has also helped in setting up different businesses in the financial sector proving his entrepreneurial skills. His continuous dedication towards work has made him a pioneer in the industry. Having worked with a lot of grit and integrity in firms like – Religare Finvest Ltd., JM Financial Services Private Ltd, JM Morgan Stanley Fixed Income Securities Ltd, Mata Securities & Ashok Leyland Finance Ltd – Mr. Puneet Pandey brings in a lot of expertise and focus to PRP.
A post graduate in Personnel Management and an experienced professional having a generalist HR background and management skills that have been honed through managing multi skilled teams. She is accomplished in executing entire gamut of tasks in recruitment encompassing screening, short listing, selection and appointment, of candidates over the years. She has joined PRP as a Managing Partner and is playing a vital role in setting up of HR department.
A member of the Institute of Chartered Accountants of India. With more than 12 years of experience in the Industry and Profession, he has handled a number of projects and companies of national and international level. He has mastered the activities relating to corporate world such as corporate law matters, acquisitions and mergers, liaison with Government agencies etc., while in practice he has assisted international companies to set up their shops in India.
DEEPAK KUMAR DASH
A committed team player with deep understanding and product knowledge of Financial Market. An Industry background of 22 years with focus on Debt Capital Market, Syndication and Structured products. Exposure in both Origination as well as on Placement of various DEBT Products. Worked closely with Bank Treasuries, Insurance Companies and Institutional Employees benefit Funds. Past organizations Strategic Capital, Prebon Yamane, IDFC Ltd and BNK Capital.
Post Graduate in commerce having more than 16 years of experience with deep understanding of Distribution and Marketing of financial products with well known companies such as RR Financial Consultants Ltd, Almondz Global Securities Ltd, A.K.Capital Services Ltd, and Adroit Financial Services Pvt. Ltd. Having served in various Position and capacity, he has successfully set up the Retail Chain of business of financial products through Channel Sales and setting up of New Branches at various location of the country. He is also associated with well known Corporates, Promoter Groups and HNI’s by serving them both side of the Balance Sheet through Debt products and by advising the utilisation of their surplus funds in financial products such as Mutual Funds, Equity, IPO’s Bonds PMS and Structured deals.
PREETI JOSHI CHUGH
Equipped with a Masters Degree in Business Economics, Ms. Preeti Joshi Chugh brings with her 13 years of rich experience of Asset Management, Corporate Wealth and Private Banking. She has worked with well known companies such as American Express Bank, SPA Capital, JM Financial Services Pvt Ltd, and BOI AXA Mutual Fund. As an investment professional and a corporate adviser, she has handled product baskets such as Mutual Funds, General Banking, Forex, Trade Finance, Insurance, Fixed Income and Capital Markets. Preeti also conducts trainings and learning sessions on investments, banking and financial planning to employees of large institutions and organizations.
An MBA graduate along with multiple certifications in Financial Advisory & Insurance Broking (Singapore), he brings in international exposure of having worked with multinationals like Prudential, DBS, & Religare Macquarie. His area of expertise varies in Institutional Banking, Wealth Management and Financial Advisory. With an exclusive outlook towards Singapore's financial industry and fresh young perspective, he provides a unique approach to PRP.
A MBA Graduate having specialization in Finance and Operations, Saurabh heads the Global Business Strategies division along with Investment Advisory Services for the Western Region of the group and is based out of Mumbai. He brings in vast experience of handling Integrated Treasury Operations, actively managing Proprietary book along with liquidity management activities in the treasury of Bank of India. He also managed Alternate Investments, investments in Debt and Equity instruments, investment in Mutual Funds and Strategic portfolio companies of the bank. He was also in-charge of various domestic/ international initiatives from the Bank’s side. He spent last 6+ years at treasury and created various strategies for boosting profitability of Treasury. Prior to joining Treasury, he had spent over a year at the largest Strategic Business Unit of Bank of India focusing on Large Corporate Credit with Global presence. He has represented Bank of India at various scales and international forums.
Sayal is an MBA graduate having specialised in Finance & Marketing. She has 12 years of valuable work experience in the Mutual Fund Industry, with more than a decade long association with HDFC AMC across Delhi and Bangalore. She was accountable for business engagement & fund mobilisation in the Institutional & Private Wealth segment.