Our Team

Romit Barat is a product professional having core competency in the areas of Portfolio Management Services, Mutual Funds, Structured Products, Investment Advisory, Wealth Management, Private Banking, Financial Planning and Insurance. Romit has earlier worked with blue-chip organisations like Kotak, ICICI Prudential AMC, Motilal Oswal and others in various leadership roles. Romit is also a voracious reader and his flair for writing is deep rooted in his noteworthy insight on market behaviours that otherwise go unnoticed.

Gautam Desai is having 18 years of experience in financial field and since 2005 he took Akta Wealth Management to reach new zeniths. His Mantra always is inspired & work towards success in order to create a win-win situation where the clients are always satisfied. With his deep knowledge and insight he is an NRI investments solution provider and possesses a strong expertise in NRI business and manages overseas clients of Dubai, Canada, USA, UK & Australia.

Kaushik Patel is having over 16 years of work experience in financial market and having strong hold on various financial product baskets. With his strong vision and deep product knowledge he work closely with HNI’s and large corporate and provide special value addition. He is having extensive multi-asset class investment experience and work on strong principal of asset allocation. Some of his previous stints include working with Max New York & Aditya Birla. He believes in sharpening knowledge to provide better advisory, he is pursuing RIA for widening his experience.

Jayesh Sheth is an Post Graduate in Management from International Institute of Advanced Marketing, Mumbai with over all experience of 18 years having core competency in the areas of Wealth Management, Portfolio Management, Mutual Funds, Structured Products, Investment Advisory, Financial Planning and Insurance. In his career, he has worked with business giants like HDFC, Citi & Kotak in various leadership roles. He is specializes in Finance, Marketing, Acquisition & Strategy planning.