ABOUT US

The Genesis:
Shardul Joshi, CFA, and CA Aneesh Kelkar, CFA, are the co-founders of Prayodhan. After building seven-figure-plus portfolios in the first decade of their professional careers, they became convinced and inspired to help thousands of families achieve financial freedom.

Holistic Approach:

Understanding your goals and dreams

Drafting a plan to achieve rational goals

Constructing a portfolio with suitable assets curated by our meticulous research.

Continuous monitoring, evaluation and adaptation to the changing personal & economical circumstances.

WHO WE ARE

Shardul Joshi: Co-founder & Director
Investment Experience: 16 years

I am a CFA Charterholder & hold a Masters degree in Virology from National Institute of Virology. This coupled with nearly two decades of investment experience, including navigating through significant market downturns like the great financial crisis, my background is both extensive and diverse. I have honed my skills across various domains from product and security analysis, managing private equity deals & portfolios for UHNI clients and discretionary PMS strategies. My enthusiasm for entrepreneurship drives my expertise in evaluating start-up and early stage investing opportunities for investors. The breadth of my education and experience fuels my ability to introduce innovative and distinctive perspectives to strategic decision-making, always with a focus on the practicality and feasibility of implementing those decisions.

Aneesh Kelkar: Co-founder & Director
Investment Experience: 10 years

I am a finance professional with over 10 years of experience in the Indian Equity Markets. I am a Chartered Accountant (CA) and a Chartered Financial Analyst (CFA) (USA) and have further honed his expertise through the Family Office Advisors Program from AIWMI. Demonstrated expertise in both private and public equity markets, specializing in client relationship management, asset allocation, and investment selection for large family offices and ultra-high-net-worth families. I have had the privilege to manage significant portfolios and develop robust client relationships built on trust, transparency, and mutual respect. My keen understanding of global financial markets, coupled with strategic investment decision- making, has enabled my clients to achieve their financial objectives and enhance their wealth over time.

OUR TEAM

Nikhil Gavankar: Research Analyst

I am a finance enthusiast with a strong academic background in Accounting and Finance. I have completed my Bachelor of Accounting and Finance (BAF) and am currently pursuing a Master of Commerce (M.Com) with a specialization in Finance. I have a keen interest in financial research, financial analysis, and technological advancements in the finance domain. I am passionate about leveraging data-driven insights and modern financial tools to support strategic decision-making and organizational growth. I am committed to continuously upgrading my skills and applying my knowledge to create value and contribute effectively to organizational success.

Tanvi Sakpal: Operations Head

I bring over a decade of experience in managing business operations, process coordination and client support functions. As the Operations Head at Prayodhan, I play a key role in streamlining workflows, enhancing operational efficiency and ensuring smooth execution across departments. My detail-oriented approach and commitment to service excellence help create a reliable and efficient experience for both our clients and internal teams. Based in Pune, I am focused on building strong operational foundations that support the organization's long-term growth.

OUR VISION & MISSION

VISION

MISSION

To be the most trusted wealth partner, shaping a future where wealth empowers purposeful living, enduring security, and meaningful legacy — guided by integrity, innovation and insight.