KEY PEOPLE
Joe Jacob
Joe Jacob has over 27 years of experience in handling Individual client wealth across two large banking institutions (Standard Chartered and ICICI) and an Advisory outfit (ASKWA). He has handled the personal wealth of the best and the biggest marquee names in South India.
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Has excellent first hand understanding of the entire range of financial Service Products ranging from banking, Mutual Funds, Venture capital, Private Equity, Mezzanine & Realty Funds to structured products / obligations and to the so called “sophisticated” & “exotic” assets
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Exposure to Different and Difficult Market Cycles: Exposure and learning from over 10 different and difficult large ‘Boom and Bust’ market cycles (1991, 1993, 1997, 2000, 2003, 2008, 2012, 2018, 2020 & present) .
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Personal experience: of handling investments of over USD 200 Mio (INR 1500 crore Plus) for Individual clients
Shreedhar Agnihotri is an External Director at Trinitas. He is an Architect by qualification and a real estate professional with over 20 years experience in the field.
Shreedhar Agnihotri
Yogesh Bajaj is a Chartered Accountant with over 23 years of experience in the wealth management industry both as manufacturer and distributor of investment products across functions right from front office, middle to back office & across departments i.e. Accounts & Finance ,Operations , HR, IT, Analytics. He has worked with reputed names in the industry such as Reliance Mutual Fund, BNP Paribas Bank, ICICI Bank, Dawnay Day AV India Advisors , Bajaj Finserv.