Simplicity

Rashmi Shah is a Chartered Accountant (India) and CPA (USA) with over 30 years of experience in organization building, strategic planning, and investments. He has worked in India and the USA for Fortune 500 companies and for clients from across the globe. As a founder of Simplicity, his vision is to create a financial institution with a global know... ledge base, transparency, and a focus on wealth creation and wealth management for different generations. Throughout his career, he has mentored many financial professionals around the world. Steve Attri is a Founder Member and part of the management team at Simplicity. By qualification, he is an Engineer and has an MBA in Marketing and brings the experience from working at several Fortune 500 companies. Jaideep Marathe, a Chartered Accountant, is responsible for the Business Development and Marketing functions at Simplicity. He also works with clients on analyzing their existing portfolios and re-structuring them to optimize returns. Sanket Shingvi is a member of The Institute of Chartered Accountants of India. He brings a wealth of experience on Data Analytics, Client Servicing and Strategy Execution to his role at Simplicity Investing. He specializes building and following business processes and is also responsible for mentoring the back office personnel to meet client expectations. Pooja Soochik is a member of The Institute of Chartered Accountants of India. She heads Simplicity's Mumbai operations and is also involved in various organizational processes within the company. Aniket Karlekar is an MBA graduate from Loughborough University, with more than 7 years of professional experience within diverse industries and directly as a corporate and finance professional. The breadth of his experience spans markets worldwide and includes the portfolio of combining creative talents with more structured general business skills to deliver communications programs that are cost-effective, market-appropriate and profitable. He is a quick thinker who is highly observant and ...Read More