Raj Sehgal brings three remarkable decades of experience to his role as Chairman of the Board. Recognized as an industry veteran, he has played a pivotal role in shaping leading practices within the global Corporate Finance and Wealth Management sectors.
Raj spearheaded the development and growth of the renowned Global NRI business at Credit Suisse, leaving a lasting legacy on the company’s international reach. Prior to this, he honed his expertise over a decade each at esteemed institutions like American Express and Merrill Lynch. Throughout his career, Raj consistently demonstrated exceptional leadership qualities, effectively managing large teams across both the US and the EMEA region.
His extensive experience and expertise have positioned him as a trusted advisor to clients worldwide. Raj’s strategic vision, combined with his proven track record of success, make him a dominant force in the financial world
Prior to establishing Jupiter, Ravi spent nearly two decades honing his expertise at Credit Suisse across three major financial hubs: Switzerland, Dubai, and Singapore. His diverse journey at Credit Suisse encompassed leading large client-facing teams of Relationship Managers, shaping business strategy, managing risk parameters, and overseeing budgets and revenue generation.
Most recently, Ravi held the esteemed position of Market Head for Africa, overseeing all aspects of the business. He also dedicated several years as a key member and COO of the market-leading Global NRI practice at Credit Suisse, further solidifying his understanding of the unique needs of this segment.
Ravi’s deep knowledge of global market dynamics, strategic planning, financial management, and project execution has been instrumental in establishing and propelling Jupiter’s rapid growth.
Randeep Singh brings over two decades of experience in the Middle East, specializing in wealth management for UHNWIs and institutions.
His extensive career has seen him excel in highly competitive environments, consistently exceeding client expectations and building a strong track record of asset growth. Throughout his journey, Randeep has covered diverse markets, including Bahrain, Qatar, Levant, and the UAE.
Randeep’s expertise stems from his time at esteemed international banks like Citibank, Standard Chartered, ABN AMRO Private Bank, and LGT Bank ME, where he honed his leadership skills managing high-performing teams. This experience has equipped him with an in-depth understanding of private client management, encompassing both the business and people aspects.
Beyond his professional pursuits, Randeep is a proud veteran of the armed forces and an avid golfer.
Rohit has over 18 years of experience in leadership roles across diverse financial sectors, having honed his skills at Deutsche Bank across London, Singapore, and Zurich. His expertise encompasses the market-leading Global Markets franchise, Corporate Finance, and Wealth Management.
Rohit possesses a deep understanding of financial markets, client needs across various jurisdictions, and cross-asset class product structuring. Beyond his corporate experience, Rohit demonstrates entrepreneurial spirit through his involvement as a founder in a travel-tech startup. He further leverages his expertise as a strategic advisor to one of India’s leading real estate companies.
Rohit holds a Bachelor’s degree in Engineering (Chemical) and a Master’s degree in Physics from the Birla Institute of Technology and Science (BITS, Pilani). Additionally, he has earned a Post Graduate Diploma in Management from the Indian Institute of Management, Bangalore, further solidifying his well-rounded academic background.
Ashish possesses over two decades of experience as a seasoned professional in banking and private wealth management. He has a distinguished track record of managing wealth and providing investment guidance to a diverse clientele, including ultra-high net worth individuals (UHNWIs), institutions, and single-family offices across various regions like the Arabian Gulf, Europe, UK, and the Indian subcontinent.
His expertise encompasses asset allocation, diversification strategies, cross-border credit solutions, structuring, and legacy & estate planning. This comprehensive understanding of wealth management empowers him to deliver exceptional service to clients.
Ashish began his career in 2001, holding positions at renowned global financial institutions such as HSBC Bank, Citibank N.A., and ABN AMRO Private Bank for nearly 15 years. He holds an engineering degree in Electronics and Telecommunications with academic distinction, followed by a postgraduate degree in Business Management specializing in Marketing from the prestigious Jamnalal Bajaj Institute of Management Studies (JBIMS) in Mumbai, India.
With a career spanning over two decades, Phaneendar brings a wealth of experience in financial markets and wealth management to Jupiter.
Phaneendar’s journey began in trading, where he honed his skills at Scotia Capital Global Markets, India, for a decade, specializing in FX, rates, precious metals, and derivatives. He then transitioned to private banking at RBS Coutts, managing assets for ultra-high net worth (UHNW) individuals and families in India. His success continued at Credit Suisse in Dubai, where he further solidified his expertise in serving UHNW clients.
His dedication to excellence continued at o3 Capital, where he established and led the Multi Family Office practice, focusing on serving large Indian families across various asset classes, including public and private markets. Most recently, Phaneendar served as the Chief Investment Officer for Arrow Capital DIFC Ltd., further solidifying his expertise across the financial spectrum.
With over two decades of experience in crafting personalized private wealth solutions, Rahul specializes in the non-resident market segment. He has held esteemed positions at leading global institutions like Citibank and Credit Suisse Private Bank, serving clients across India and the UAE.
Prior to joining Jupiter, Rahul served as a Senior Director at Credit Suisse Private Bank in Dubai for over 12 years. He previously spent 11 years with Citibank, instrumental in developing their NRI client base in both India and the UAE.
Rahul is passionate about mentoring and guiding the next generation of clients on wealth management principles across various platforms. He also actively shares his knowledge with new relationship managers, empowering them in client acquisition and management.
Holding an MBA in both Marketing and Human Resources Management, Rahul continuously seeks to refine his expertise in crafting investment solutions for private banking clients, with a strong focus on adherence to compliance and regulatory frameworks.
Rohit Anand has over 27 years of experience in private banking and wealth management, solidifying his position as an industry veteran. Throughout his career, he has held various senior leadership roles, including leading the South Asian business for ABN AMRO Private Bank across Asia and the Middle East, while also serving on the Country Management Team, Compliance Committee, and Audit Committee.
Rohit played a pivotal role in establishing the World South Asia business for ABN AMRO Private Bank in the Middle East, further expanding their reach by setting up operations in Hong Kong and Singapore from the ground up.
Rohit holds an MBA from the prestigious Cardiff Business School, complementing his academic background with his experience gained at Mayo College in India.
Natalia, with nearly two decades in international private banking and wealth management, brings a plethora of experience and client-centric focus to Jupiter Wealth Advisors. As a seasoned Senior Private Banker and trusted advisor, she has successfully originated and managed assets for high-net-worth and ultra-high-net-worth individuals.
Prior to joining Jupiter, Natalia served as a Director, Client Advisor at UBS in London, catering to international HNIs and family offices. Her career trajectory encompasses roles such as Relationship Manager at Citi UK and Branch Manager, where she honed her skills in guiding clients towards their financial goals.
Natalia holds an Economics degree, an MBA in Strategic Management, and relevant professional certifications, including Chartered Member of the Chartered Institute for Securities & Investment and Level 4 Investment Advice Diploma.
Bharat Pratap is currently Managing Director with Jupiter Wealth Advisors DIFC, a fully licensed firm in the DIFC specializing in provision of wealth management and corporate solutions globally. He has been resident in the UAE since 1999. Over the last 24 years in the Middle East he has held senior positions with LGT Bank, Credit Suisse, Bank Lombard Odier, Banque Pictet & Cie, Citco and Dow Jones. His earlier career includes experience in the CIS countries.
Bharat specializes in working with and advising institutional asset owners, Ultra High Net worth families, investment platforms and consultants across the MENA region and select African and Central Asian clients on investments and wealth management solutions, including structuring of investments using onshore and offshore structures as well as sourcing bespoke deal flows. Additionally he is regularly a speaker at regional forums and seminars on various topics from Real Estate and Private Equity to securing of investments using asset protection treaty networks of jurisdictions such as Benelux.
Bharat is a full time alumnus of the London Business School from where he received an MBA degree. Additionally, he holds an MBA (Finance) from FSM, New Delhi and graduated with BA (Hons) in Economics from the University of Bombay. His is also a Certified Wealth Management Advisor (CWMA) which is a certification program that is the industry benchmark in wealth management advice to promote best practice advisory service and is issued by the Swiss Association for Quality (SAQ).
Faisal has over 18 years of experience as a trusted financial advisor and wealth manager, having served at prestigious institutions like JPMorgan, TD Ameritrade, Citibank, and LGT Private Bank. Prior to joining Jupiter, he led private banking at LGT Middle East, Dubai, catering to ultra-high-net-worth individuals, institutions, and family offices across the region.
His expertise lies in crafting personalized portfolio management strategies and guiding families through the complexities of succession planning. Leveraging his brokerage industry experience, Faisal develops unique trading and hedging solutions to optimize client portfolios.
Faisal holds an Executive Program in Wealth Management, Active Portfolio Management, and Behavioral Finance from Wharton, alongside Master’s degrees in Quantitative Finance and MBA from UT Arlington, and a Bachelor’s in Computer Science from UT Austin.
With over 17 years of experience, Varun has established himself as a trusted advisor for ultra-high-net-worth individuals and family offices across the MENA region. His expertise lies in crafting personalized portfolio management strategies, guiding families through intricate estate and succession planning, and fostering inter-generational wealth preservation.
Prior to joining Jupiter, Varun led private banking at LGT Middle East in Dubai, leveraging his extensive experience from his long tenure with Citibank in Bahrain. As a Senior Relationship Manager there, he played a pivotal role in expanding the bank’s wealth management business across Bahrain and Saudi Arabia. This experience has equipped him with an in-depth understanding of the dynamics and opportunities within the GCC markets.
Tejas leverages over two decades of regional expertise in wealth management and private banking to deliver personalized service to clients. He brings a deep understanding of regulatory landscapes and market dynamics, coupled with a keen eye for optimizing portfolio performance.
Tejas specializes in catering to the unique needs of high-net-worth (HNW) clients. He excels at fostering strong client relationships within his team, enabling them to tailor wealth management solutions that evolve alongside client aspirations. Tejas is renowned for establishing and maintaining high service standards.
Prior to joining Jupiter, Tejas served as the Director of Private Banking at Klay Capital for over six years, where he managed the wealth of ultra-high-net-worth individuals (UHNWIs) and family offices. Previously, he spent more than 13 years at RAK Bank, culminating in his role as the Head of the RAK Elite department, overseeing a significant portfolio and leading a team of 60 members. He holds a Master’s degree in Finance from Bangalore University, further bolstering his extensive experience in the private banking domain.
Richard is a senior wealth management professional with 15+ years of experience in delivering Investment Advisory. He excels in managing high-net-worth and ultra-high-net-worth clients globally.
Richard is a skilled portfolio manager with the ability to translate complex financial concepts for sophisticated clients. His extensive knowledge encompasses all major asset classes, including fixed income, equities, funds, structured products, FX, and derivatives. This expertise, coupled with his dedication to continuous market research, empowers him to deliver exceptional value to Jupiter’s clientele.
Prior to joining Jupiter, Richard held the position of Director of Private Banking at Deutsche Bank, Geneva. He also boasts nearly a decade of experience at Credit Suisse, Zurich & Geneva, and began his career at BNP Paribas in 2007.
A Swiss national, Richard holds a Bachelor of Science in Management from HEC Lausanne and the CWMA certification for Swiss Wealth Management Advisors, solidifying his academic and professional qualifications.
Balakrishnan R leverages his 17-year career in the Middle East as a highly regarded financial advisor and accomplished wealth manager to empower Jupiter Wealth Advisors’ Private Banking Advisory team.
His extensive experience spans esteemed global institutions like Citibank NA and Standard Chartered Bank, where he served diverse clientele across Bahrain, Saudi Arabia, Jordan, and Kuwait.
Balakrishnan’s commitment to professional development is evident through his completion of an executive program in Entrepreneurial Edge at the prestigious London Business School. This, combined with his postgraduate degree in marketing management from the All India Management Association and a bachelor’s degree in commerce from Delhi University, equips him with a well-rounded academic and professional background.
Balakrishnan’s proven track record, diverse experience, and dedication to continuous learning make him a valuable asset to Jupiter’s clientele and the Private Banking Advisory team.
Aditya Ahuja brings over 18 years of experience in delivering exceptional investment advisory services and managing high-net-worth and ultra-high-net-worth clients globally. His expertise encompasses both Portfolio Management and Estate & Succession Planning, enabling him to provide comprehensive wealth management solutions.
Prior to joining Jupiter Wealth Advisors, Aditya honed his skills at a DIFC-based firm, serving as a Private Banking Advisor for over three years. He further established himself through his prior roles at esteemed institutions such as Citibank, HDFC Bank, Indusind Bank, and Kotak Mahindra Group, both in the UAE and India. He has built strong relationships with clients across various regions, fostering trust and confidence in their wealth management journey.
Aditya holds a prestigious Portfolio & Investment Management certification from the Indian Institute of Management, Bangalore, solidifying his technical expertise. Additionally, he earned an MBA with a specialization in Finance from LBSIM, Delhi, further bolstering his academic foundation.
Drawing on over 15 years of experience serving UHNWIs and family offices across the GCC and Africa, Babra strengthens Jupiter Wealth Advisors’ Private Banking team with her expertise and dedication.
Throughout her career, she has honed her skills at esteemed institutions like Credit Suisse DIFC, Standard Chartered Private Bank DIFC, ABN Amro Bank, ADCB, and Kotak Mahindra DIFC. Prior to joining Jupiter, she held the position of Senior Private Banker at SCB Private Banking DIFC, where she fostered strong relationships built on trust and understanding of her clients’ needs.
Babra’s deep local roots in Dubai, coupled with her academic credentials (MBA from University of Mumbai and BBA from Centre of American Academy), equip her with a unique understanding of the region and a solid foundation for success at Jupiter
Leveraging over 20 years of experience in private banking and wealth management, Ashwin Shenoy brings a wealth of knowledge and expertise to Jupiter Wealth Advisors.
Ashwin’s career trajectory began at ICICI Bank in India in 2002. He subsequently gained valuable experience at renowned institutions including Citibank India, Citibank NRI UAE, ABN AMRO/RBS/ADCB in Dubai, and most recently, UBS AG in DIFC Dubai, where he spent the last three years.
Ashwin holds a Master of Business Administration with a specialization in Finance, further bolstering his academic foundation. He is also a Certified Wealth Management Advisor with the Swiss Association for Quality (Switzerland) and a Certified Wealth Manager from the Chartered Institute of Securities and Investments UK, demonstrating his commitment to professional development.
Shailaja leverages her 12 years of experience in macroeconomic research, asset allocation, portfolio management, and cross-asset research to deliver exceptional investment solutions. Throughout her career, she has played a pivotal role in shaping and refining investment processes, systems, and frameworks within her teams.
Shailaja holds a degree in Economics and a Master’s degree in Finance from the London Business School. She is also a CFA charterholder, further solidifying her expertise and dedication to the investment field.
Prior to joining Jupiter, Shailaja served as the Vice President of the Investment Product team at RAKBANK, where she spearheaded the Wealth Management Product Strategy and due diligence function. Previously, she held the position of Head of Investments at Klay Capital, Dubai, DIFC. In this role, she oversaw the Investment Advisory function, encompassing asset allocation, cross-asset research, structured products, and FX trading.
Anuj is an exceptionally skilled finance professional with over 12 years of experience in the field. His expertise in technical matters and his extensive experience in auditing, finance, and risk management make him a valuable asset.
At Jupiter Wealth Advisors, Anuj is responsible for regulatory reporting, financial planning and analysis, risk identification and mitigation, budgeting & forecasting, and audits. He is also the DFSA Authorised Finance Officer of the Firm. Prior to this, Anuj worked as an Auditor with BDO Chartered Accountants & Advisors in the UAE and as an AVP – Finance with Klay Capital in the DIFC, Dubai.
Anuj is a Chartered Accountant (CA) from The Institute of Chartered Accountants of India and holds a Bachelor’s degree in Commerce.
Highly skilled and experienced, Gautam brings over a decade of expertise in the financial services industry, specializing in Anti-Money Laundering (AML) compliance.
Gautam’s journey began at CitiBank, Bahrain, where he honed his financial acumen as a Credit Analyst, before transitioning into the realm of AML as an analyst. He then leveraged his expertise to become the MLRO & Compliance Officer for Klay Capital in DIFC, Dubai (2017-2021), followed by his current role as Senior Compliance Manager in Singapore for the past two years.
Gautam is highly credentialed, holding various AML certifications in addition to his Bachelor’s degree in Economics from Mumbai University.
With over 15 years of experience in the financial services industry, Smita has developed a wealth of expertise in the ultra-high net worth space. She is highly skilled in due diligence, time-sensitive complex transactions, and portfolio risk management. Smita began her career in Dubai with HSBC Bank before transitioning to Emirates NBD, where she supported top-tier private bankers in managing UHNW client portfolios and later moved on to handle business performance.
Smita holds a Master’s Degree in Mathematics and is certified with a Level 3 Certificate in Wealth & Investment Management from the Chartered Institute for Securities & Investment.
Ammar Lodi, Director at Jupiter, brings over 15 years of expertise in Wealth Management and International Private Banking. His career boasts collaborations with prominent institutions like Citibank, Standard Chartered, LGT, and Deutsche Bank, serving high-net-worth individuals and family offices across Bahrain, UAE, and Saudi Arabia. Most recently, Ammar held the position of Assistant Vice President at Deutsche Private Bank, DIFC.
Ammar holds a postgraduate degree from Aligarh. Beyond his qualifications, Ammar is known for his personalized approach. He is dedicated to understanding each client’s unique needs and crafting solutions that meet their specific goals. This commitment to client-centric service makes him a valuable asset to our team and, most importantly, a trusted advisor to our clientele.
Harshita brings over six years of diverse experience in investment research and advisory services across various locations. Her expertise encompasses equities, fixed income, derivatives, and alternative investments, making her a highly skilled advisor.
Harshita holds the designation of Chartered Accountant (CA), is a CFA Level 2 candidate, and holds a Bachelor’s degree from Mumbai University. She began her career with Nomura in equity research, demonstrating a strong foundation in market analysis. She quickly transitioned to an advisory role, successfully guiding high-net-worth individuals (HNWIs) and ultra-high-net-worth individuals (UHNWIs).
In her most recent role at a DIFC-based regulated firm, she served as a portfolio analyst, advising clients on asset allocation and developing effective risk management strategies.
Abhishek Karkera is a skilled investment advisor with over 5+ years of experience in the finance industry.
During his course he has worked through a an array of roles ranging from consulting at Ernst and Young’s dispute valuations team to Assistant manager for cross-asset advisory at Klay Capital, DIFC, where he honed his skills in portfolio management working on asset allocation, macroeconomic research and providing strategic investment advice for client portfolios.
Abhishek is renowned for his adaptability and composure, qualities that have enabled him to navigate the dynamic and often challenging financial markets with exceptional effectiveness. His ability to remain calm and focused under pressure ensures that his clients receive reliable and sound financial guidance.
He holds a Bachelor’s degree in Commerce with a focus on Accounting and Finance from Mumbai University and is also a CFA charterholder.
Gloria D’Souza brings over 14 years of experience in the UAE’s banking and finance industry to her role at Jupiter Wealth Advisors. Her diverse experience spans across esteemed institutions such as Abu Dhabi Islamic Bank, Barclays Bank PLC, and Samba Bank.
Prior to joining Jupiter, Gloria honed her operational expertise as the Operations Manager at another External Asset Manager (EAM) in the Dubai International Financial Centre (DIFC), FinMark Capital Limited. In this role, she likely played a key role in ensuring smooth daily operations, streamlining processes, and maintaining regulatory compliance.
Gloria holds an MBA in Finance from the Institute of Management & Technology (IMT) in Dubai, further solidifying her academic foundation for a successful career in finance.
Eram brings over 9 years of diverse financial services experience to Jupiter Wealth Advisors, encompassing
private banking, wealth management, client servicing, credit analysis, and HR administration in the UAE.
Throughout her career, Eram has demonstrated a passion for client service, effectively resolving both financial and business challenges faced by clients and other stakeholders.
Prior to joining Jupiter, Eram held the position of Client Services Manager at FinMark Capital Limited, managing client relationships and ensuring their satisfaction. She also gained valuable experience in credit analysis at RAKBANK and various support and service roles at Mabledon Capital Limited and Reliance Animation- BIG AIMS (ADA Group).
Eram holds a Bachelor of Commerce in Accountancy from Jai Hind College, India.
Dnyanada brings over eight years of diverse experience in risk and governance across various banking sectors to Jupiter.
Her expertise lies in operational and financial risk management, with a proven track record of delivering exceptional results in client due diligence, anti-money laundering (AML) prevention, regulatory compliance, cross-border risk mitigation, and fraud prevention.
Dnyanada holds a Bachelor’s degree and a Master’s degree in Banking and Finance from Pune University, India. Prior to joining Jupiter, Dnyanada served as a Business Risk Manager at Credit Suisse for six years. As a subject matter expert, she played a critical role as the first line of defense, ensuring adherence to DIFC regulations and mitigating business, financial, and broader financial crime risks. Before Credit Suisse, she honed her financial acumen at UBS for two years as a Product Controller, overseeing the bond market in the EMEA region.
Claudia Dsouza is a dedicated professional with extensive experience in management support, human resources, and administration. She combines her university degree in English Literature from Mumbai University with 7 years of hands-on experience, demonstrating exceptional multitasking abilities and a “will-do” attitude.
Throughout her career, Claudia has consistently completed tasks efficiently and effectively. Her expertise includes overseeing HR functions, providing administrative support, and managing various projects simultaneously.
Before her current role, Claudia worked as a Senior Associate – HR at Klay Capital, DIFC, for 7 years. Her tenure there allowed her to hone her skills and contribute significantly to the company’s HR operations.
In addition, Claudia enjoys writing poetry in her free time, a passion that reflects her creativity and attention to detail. She is driven by a commitment to excellence and a desire to make meaningful contributions to her team and organization.
Kashin is a skilled Investment Analyst with over 2 years of experience in financial analysis, equity research, and interest rate derivatives. Known for her meticulous approach to in-depth analysis and attention to detail, she possesses a strong curiosity and eagerness to stay updated with market trends.
Prior to joining Jupiter Wealth Advisors, she served as an Assistant Manager in Trade Conduct and Control at HSBC, India.
Kashin holds a degree in Statistics from Sri Venkateswara College, Delhi University, India, and is a CFA Level 3 candidate.
Outside of work, she enjoys practicing mixed martial arts, reflecting her discipline and resilience.