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Himanshu Bhagat
Managing Partner
Himanshu has more than 15 years of experience in the wealth management industry.

As Managing Partner, he oversees non-sales functions such as process improvement and technology.

Previously, Himanshu was associated with Morgan Stanley. In his capacity as the head of the wealth management business, he set up the business from inception and oversaw its successful exit via a sale. Himanshu has also had a successful eight year stint with Merrill Lynch.

Himanshu did his MBA from Boston College and is a Chartered Accountant.