Our People
In the end, a firm boils down to the people. So this is a good place to spend some time.
Our people are passionate about the business they are in. And they love doing it in our friendly yet intellectually charged environment. As if they needed more incentive, the team members have an ownership stake in the business.
So, not only are our people very talented and happy in their work — they’ll be with you and your family for a long time. This is an essential element of our innovative business model, designed to deliver the deepest, most consistent wealth management experience you can find.
In the end, a firm boils down to the people. So this is a good place to spend some time.
Our people are passionate about the business they are in. And they love doing it in our friendly yet intellectually charged environment. As if they needed more incentive, the team members have an ownership stake in the business.
So, not only are our people very talented and happy in their work — they’ll be with you and your family for a long time. This is an essential element of our innovative business model, designed to deliver the deepest, most consistent wealth management experience you can find.
Prior to joining Fermat Prime Enterprises Pvt. Ltd., Akhil has worked with Standard Chartered Bank, Royal Bank of Scotland, Birla Sun life Distribution & Max New York Life. He has managed investment for Individuals, Family, Non Residents and Business owners. Akhil’s philosophy is that Wealth Management without a Financial Plan is like “Not knowing where your OFF STUMP is”. Can’t do without: Reading, Playing Cricket and Movies.
Prior to joining Fermat Prime Enterprises Pvt. Ltd., Akhil has worked with Standard Chartered Bank, Royal Bank of Scotland, Birla Sun life Distribution & Max New York Life. He has managed investment for Individuals, Family, Non Residents and Business owners. Akhil’s philosophy is that Wealth Management without a Financial Plan is like “Not knowing where your OFF STUMP is”. Can’t do without: Reading, Playing Cricket and Movies.
Bir has worked with investment teams in venture capital and private equity in the US and Canada after leading his own company to acquisition in 2018. He received his MBA from USC Marshall School of Business in the U.S. and his BSc in Accounting & Finance from the University of Warwick in the U.K. The nuances of navigating financial markets, developing tailored strategies, and helping clients achieve their financial goals truly fuel his enthusiasm.
Dilmeet joined Fermat Prime Enterprises Pvt. Ltd. after doing internship with Mutual Funds like IDFC and DSP Blackrock. She has been an entrepreneur with keen interest in wealth management and endeavours to make good rapport with her clients through providing unbiased advisory. She is an avid traveller and loves to explore new places.
Ikjyot comes with an entrepreneurial experience in various industries like real estate, construction & automobile. Given his degrees in Economics and Business Administration he has always had a passion towards stock markets and has been actively associated with it for last 6 years. He is a passionate amateur golfer and an avid horse rider.
Prior to joining Fermat Prime Enterprises Pvt. Ltd., Mandeep was handling NRI clients in Axis Bank. He has also worked with HDFC Equities & Private Banking, Delhi and HSBC, Dubai. He lives in Gurgaon and enjoys travelling and reading about human behaviour/psychology. He believes in bestowing the professional relationships with an added advantage of personal touch.
Prabal has worked as the Vice President in the Citigold Private Client Banking managing mass affluent, Ultra-HNI and Corporate clients offering Wealth Management Solutions and Banking products & services. A seasoned Private Banker, he believes that perseverance, empathy, interpersonal skills and financial discipline are keys to success in this profession. He enjoys travelling and has special interest in Geo-political news and history.
Rajat has been with the Wealth Management industry for over a decade and has worked with Banks like Standard Chartered and HSBC; before becoming a part of Fermat Prime Enterprises Pvt. Ltd. He is extremely passionate about Wealth Management and is an avid reader. He believes that as a wealth manager one needs to be well informed and focused.
A Chartered Accountant by qualification, Rohit is the man behind the idea. His experience spans across financial services including mutual fund, credit operations and sick companies rehabilitation. He has worked with IDFC Mutual Fund and Standard Chartered Mutual Fund before forming Fermat Prime Enterprises Pvt. Ltd. His endeavour is to build a team of concurring professionals.
Tejinder has been in financial service for the last two decades. Started career with life insurance and then moved to the Mutual fund industry and his last corporate stint was with Motilal Oswal Wealth Management as Vice President. Prior to Motilal, he was with DSP Asset Management for 9 years. He is passionate about Wealth management and for creating long term relationships with clients which goes beyond wealth management.
Sakshi has been associated with the various facets of Financial Services Industry. She has worked for organizations like Aditya Birla Money before becoming a part of Fermat Prime Enterprises Pvt. Ltd. Equipped with an experience of equity and commodity research, she endeavours to create a strong position by bringing a definite value add for her clients.
Shakil brings along over 20 years of experience working with IDFC First Bank, Aditya Birla Money Wealth management and Karvy Wealth. He is a firm believer of a process based approach and gives importance to behavioural management. Shakil believes that wealth management is a continued process of each right step should take the investor closer to his financial goals.
Risk Factors – Investments in Mutual Funds are subject to Market Risks. Read all scheme related documents carefully before investing. Mutual Fund Schemes do not assure or guarantee any returns. Past performances of any Mutual Fund Scheme may or may not be sustained in future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. All existing and prospective investors are advised to check and evaluate the Exit loads and other cost structure (TER) applicable at the time of making the investment before finalizing on any investment decision for Mutual Funds schemes. We deal in Regular Plans only for Mutual Fund Schemes and earn a Trailing Commission on client investments. Disclosure For Commission earnings is made to clients at the time of investments. We are not a Registered Investment Advisor and we do not change any fee to our clients.
AMFI Registered Mutual Fund Distributor | ARN – 83313 | Date of initial Registration – 10th Sep 2011 | Current validity – 9th Sep 2026
Copyright 2024 Fermat Prime Enterprises Pvt. Ltd.. Disclaimer | Disclosure | Privacy Policy | SID/SAI/KIM | AMFI Risk Factors | Code of Conduct
