Clovek Wealth

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Our Company

Clove Philosophy

Our Investment Philosophy?

Our name, Clovek, originates from the Czech dictionary, meaning human. At the core of our investment philosophy lies a human-centric approach. Long-term market returns are grounded in fundamentals, whereas short-term fluctuations often reflect collective emotions like greed and fear. We view understanding of long term market movement as a science and short term as an art. Our investment philosophy blends scientific precision in constructing portfolios for long term sustainable wealth creation with an artistic flair for leveraging short-term market dynamics influenced by human emotions

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Meet Our Team

Team

Sachin Kapoor

Founder & CEO

Sachin is a visionary leader and seasoned investment management executive who founded Clovek, overseeing its strategic direction and operations. With entrepreneurial spirit and strategic acumen, he has built the firm from the ground up, defining its mission, values, and long-term goals. His deep understanding of financial markets and investment strategies enables him to lead a team of professionals in managing investment portfolios and strategies, optimizing returns, and mitigating risks. Sachin excels in decision-making, regulatory compliance, and stakeholder communication, ensuring the firm’s growth and reputation in the competitive financial industry. His expertise spans asset management, people management, and market analysis, driving the firm’s success and innovation in a dynamic economic environment. Sachin holds a CFA from the CFA Institute USA and an MBA from ICFAI.

Leadership

Team

Gauravendra Singh

Co-Founder & CTO
Gauravendra provides strategic direction for the firm's digital initiatives, ensuring it remains equipped with state-of-the-art technology. With over 15 years of experience in the digital space, including stints at Publicis and Sapient Consulting, he is an experienced product engineering professional. Gauravendra has a proven track record of building and leading engineering teams, successfully taking products from inception to reality across various business domains such as digital marketing, retail, and healthcare.
Team

Saurabh K Sharma

Co Founder & COO
Saurabh is a senior executive responsible for overseeing the organization’s day-to-day operational functions. With a focus on optimizing efficiency and productivity, he ensures that the company's operations align with its strategic goals. He manages various departments, streamline processes, and implement policies to enhance performance and profitability. He collaborates closely with other executives, particularly the CEO, to drive growth, improve service delivery, and maintain operational excellence. His expertise in leadership, resource management, and problem-solving is crucial in fostering a dynamic and effective organizational environment.
Team

Asit Mund

Business Head – PWM (India)
Asit is responsible for leading and overseeing the firm's private wealth management division. With a focus on high-net-worth clients, he develops and implement strategies to grow the business, enhance client relationships, and deliver personalized financial solutions. He manages a team of wealth managers, ensuring exceptional service and tailored investment strategies that align with clients’ financial goals. He excels in market analysis & client acquisition, driving the division's profitability and reputation.
Team

Mazahir Mazhar

Market Head – Middle East
Mazahir is responsible for managing and leading the operations, strategy, and growth initiatives within Middle East geographical region. He is responsible for driving business development, increasing market share, and ensuring the company's products and services meet the needs of the local clientele. He oversees sales, marketing, and operational activities, aligning them with the company's overall objectives.
Team

Himanshu Sharma

Head B2B – Independent Brokers
Himanshu is a seasoned professional with extensive expertise in broker relations and bespoke investment solutions. His strategic vision and adeptness at leveraging technology to optimize investment strategies play a crucial role in steering Clovek Wealth towards becoming a leader in independent broker segment.
Team

Sheel Mehrotra

Managing Partner
Sheel comes with more than 20 years of versatile experience in Asset Management, Banking & Private Wealth Management with holding key positions like ZH, Kotak Mutual Fund, Senior IC, ICICI Bank GPC etc. With proficiency in managing corporates and UHNI Clients, he looks after firms expansion in various segments.
Team

D K Ram

Head B2B – Institutional
Ram leads and manage the company’s institutional business segment. He is responsible for developing and executing strategies to grow the institutional partner base, enhance client relationships, and deliver tailored financial solutions to meet the needs of institutions such as brokerages, fintechs and national wealth outfits.
Team

Rajit Sharma

Channel Manager B2B - IFA
Rajit is responsible for developing and managing distribution channel by maintaining relationships with financial advisors, independent brokers, and other intermediaries. With strong hold in relationship management, Rajit provides training and support to channel partners, and ensures they are equipped with the necessary tools and knowledge to effectively refer prospects to the Clovek’s services.

Research & Advisory

Team

Sachin Kapoor

Principal Officer
With 17 years of experience in investment management, Sachin oversees investment and over all portfolio strategies at Clovek. He closely works with other research executives to develop and implement comprehensive investment strategies and portfolios. Additionally, he monitors market trends, economic conditions, and regulatory changes to adapt strategies as needed, aiming to maximize returns while minimizing risks. Sachin holds CFA Charter from CFA Institute and MBA from ICFAI.
Team

Saurabh Tyagi

Head – Advisory
Saurabh comes with 10 years of experience in financial advisory domain. He is responsible for ensuring the delivery of high-quality financial advisory and planning service and to ensure alignment with investor’s risk profile and suitability of the strategy. Saurabh holds MBA from BITS Mersa.
Team

Ankit Bhanja

Analyst – Quant
Ankit is specialist in mathematical modelling, statistical techniques, and algorithms to analyse financial data and develop complex strategies for trading, risk management, and investment. He holds MBA from IMT Ghaziabad and B.Tech. in computer science from HITS.

Compliance & HR

Team

Shubham Mathur

Compliance Officer
Shubham is responsible for ensuring that firm’s operations adhere to all regulatory requirements and internal policies. He monitors compliance with various regulations and assist in implementing policies to prevent violations and manage risk.
Team

Farha Parveen

Director & HR Head
Farha is responsible for overseeing all aspects of the human resources function, ensuring the alignment of HR strategies with the company’s overall business goals. She manages various functions, including recruitment, onboarding, training, and development, to build a skilled and motivated workforce.

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