About Us

A Boutique Wealth Outfit

We are a team of seasoned financial professionals with a collective experience spanning over four decades and of managing clients from more than 23 cities and 6 countries. Having navigated multiple cycles across Equity and Debt markets; we possess deep insights into the challenges that investors encounter in their financial journey.

Our extensive expertise across Mutual Funds, PMS, AIF, Private Equity, Private Credit, Insurance and Bonds uniquely positions us to provide strategic investment solutions; that align with our clients' risk profiles and integrate seamlessly with their existing portfolios.

What Sets Us Apart

Client First Approach

Solution Oriented

Proactive Monitoring

Service

Our loyalty is to our clients, not the providers of the products we offer

We offer bespoke wealth solutions, not off-the-shelf products

We believe that prompt and precise service is the foundation of trust and exceptional experience

Our regular updates and timely insights keep you informed and confident of your portfolio

Meet the Team

We are a team of seasoned financial professionals with a collective experience spanning over two decades. We have navigated multiple cycles across Equity and Debt markets which uniquely positions us ahead of most advisors and distributors in the industry.

Hitesh Jain

Founder

With a track record built at Kotak Private, DSP BlackRock, MetLife, and Sundaram, Hitesh brings over 20 years of experience across private banking, asset management, and insurance. His time at these leading institutions has shaped a deep, real-world understanding of how lasting wealth is created—not just through numbers, but through thoughtful, strategic decisions. Recognized for his industry expertise and client-centric approach, Hitesh leads with clarity, integrity, and an unwavering focus on doing what’s right for the client. He believes financial advice should empower rather than overwhelm—and that trust is earned through transparency, not sales.

Salonee Jain

Co-Founder

An Associate Director at CRISIL (S&P), Salonee has worked with prestigious institutions like the DEA ( Ministry of Finance-GOI), World Bank and the Asian Development Bank. She brings a unique blend of analytical expertise and practical investment insight to the table. She is skilled in assessing investments not just by returns, but through a multi-dimensional lens of risk, sustainability, and long-term goals. Her focus is on building portfolios that are resilient, balanced, and aligned with client objectives. She plays a key role in ensuring that the firm’s advice stays grounded in data, driven by values, and always client-first.

Meet the Advisory Board

Our Advisory Board comprises experienced industry leaders, subject matter experts, and strategic advisors who provide independent guidance and insights. Their expertise helps shape our vision, strengthen decision-making, and support long-term growth by offering valuable perspectives on strategy, innovation, and emerging opportunities.

Mr. Vivin Tauro

With over 20 years of experience in the Indian capital markets, Mr. Tauro brings deep expertise in Private Equity and Private Credit. He has held senior leadership roles at Axis AMC and Motilal Oswal Alternates. His extensive experience in alternative investments and fund strategy provides valuable strategic guidance to Investment Compass.

Mr. Paresh Parikh

An MBA (Finance), Certified Financial Planner, Qualified Portfolio Manager, and Retirement Advisor with over 20 years of experience in wealth management. He has held senior leadership roles at UTI, Nippon, and Kotak AMC, and has also worked with Citi and ICICI Lombard. At Investment Compass, he provides strategic guidance on business planning and portfolio management.

Ms. Ami P. Kotack

With over 20 years of experience in financial services, Ms. Kotack has built deep expertise across Mutual Funds, PMS, and Category II & III Alternative Investment Funds. She has held senior leadership roles at ICICI Prudential AMC, AIG Investments, PineBridge, Indiabulls AIF, Edelweiss AMC, and most recently Axis AMC, where she led the Passive Funds vertical. At Investment Compass, she guides our alternative and passive investment strategies while strengthening product selection and strategic partnerships across the wealth ecosystem.

Ms. Reshma Shetty

Drawing on over 20 years of experience in investment and wealth management, Ms. Shetty brings deep expertise in key account management, distribution strategy, and credit management. She has held leadership roles at American Express, Deutsche Bank, HSBC, and Indofil Industries Ltd., where she built strong client relationships and drove business growth through strategic and operational excellence. At Investment Compass, she provides valuable guidance in strengthening our NRI wealth management solutions and enhancing the overall client experience.