Rashmita Harish Shetty
Rashmita is the first friendly face and the last quality check in our client experience. She partners with investors from onboarding to ongoing service—coordinating KYC and documentation, answering daytoday queries, scheduling reviews, and ensuring statements, factsheets and reports reach clients on time with zero errors. Calm under pressure and meticulous with details, she keeps our CRM clean and our communication clear.
With training in accounting & finance and certifications in GST, Excelbased data analytics, Power BI, and financial markets (technical analysis), Rashmita turns raw data into simple dashboards and meeting notes that help clients—and our team—see the big picture quickly.
Focus: Client onboarding & KYC • Service desk & query resolution • Reporting/MIS & factsheets • Reviewmeeting coordination • CRM hygiene & SOPs • Feedback loop to research & operations.
Snapshot: B.Com (Accounting & Finance), KES Shroff College of Commerce & Arts (2025) • Certifications: GST, Data Analytics using MS Excel, Power BI, Investment in Financial Markets (Technical Analysis)
Our Team
Hardik Indramal Jain
Principal Officer & Fund Manager
Dixit Doshi
Senior Analyst
Bhavesh Mamnia
Head of Research
Prashant Galphade
Junior Analyst
Rashmita Shetty
Client Relationship Executive
Vinay Rokadia
Compliance Officer