Meet the team
Long-term stewards of client capital
With years of experience, we help families navigate complex financial decisions with clarity, discipline, and a long-term perspective.
Meet the team
Long-term stewards of client capital
With years of experience, we help families navigate complex financial decisions with clarity, discipline, and a long-term perspective.
Our Team
Founder
Hardeep has been part of this industry for more than a decade. He has been a career Private Banker advising clients on portfolios across multiple asset classes, goals and geographies. His areas of expertise and interest include portfolio construction and analysis, financial planning & technical analysis. Prior to eFinserve he has been associated with Citibank & Royal Bank of Scotland.
Partner
Sarbajit’s career spans across Consumer Banking, Commercial Banking and Investment Management. He understands the motivations and preferences of individuals and families as well as corporates. His areas of expertise and interest include fundamental analysis and quantitative analysis. Prior to eFinserve he was associated with Citibank & later with HSBC.
Head of Customer Experience
Jagpreet has plethora of experience across sectors in Customer Experience Management. Her career started with Airlines in 2005. She moved to Real Estate in 2011. She joined eFinserve in 2017 and since has been an important pillar in our client experience management vertical.
Meet the team
Long-term stewards of client capital
With years of experience, we help families navigate complex financial decisions with clarity, discipline, and a long-term perspective.
Our Team
From data to clarity—uncover insights, take action, and grow smarter in three simple steps.
Hardeep has been part of this industry for more than a decade. He has been a career Private Banker advising clients on portfolios across multiple asset classes, goals and geographies. His areas of expertise and interest include portfolio construction and analysis, financial planning & technical analysis. Prior to eFinserve he has been associated with Citibank & Royal Bank of Scotland.
Hardeep has been part of this industry for more than a decade. He has been a career Private Banker advising clients on portfolios across multiple asset classes, goals and geographies. His areas of expertise and interest include portfolio construction and analysis, financial planning & technical analysis. Prior to eFinserve he has been associated with Citibank & Royal Bank of Scotland.
Sarbajit’s career spans across Consumer Banking, Commercial Banking and Investment Management. He understands the motivations and preferences of individuals and families as well as corporates. His areas of expertise and interest include fundamental analysis and quantitative analysis. Prior to eFinserve he was associated with Citibank & later with HSBC.
Sarbajit’s career spans across Consumer Banking, Commercial Banking and Investment Management. He understands the motivations and preferences of individuals and families as well as corporates. His areas of expertise and interest include fundamental analysis and quantitative analysis. Prior to eFinserve he was associated with Citibank & later with HSBC.
Jagpreet has plethora of experience across sectors in Customer Experience Management. Her career started with Airlines in 2005. She moved to Real Estate in 2011. She joined eFinserve in 2017 and since has been an important pillar in our client experience management vertical.
Jagpreet has plethora of experience across sectors in Customer Experience Management. Her career started with Airlines in 2005. She moved to Real Estate in 2011. She joined eFinserve in 2017 and since has been an important pillar in our client experience management vertical.