Leadership Overview
JM Financial has 11 executives leading key functions including operations, finance, strategy, and wealth management.
Driven by a commitment to financial excellence, JM Financial provides comprehensive investment and lending services, shaping market dynamics through mortgage lending, asset management, and real estate consulting.
Driven by a commitment to financial excellence, JM Financial provides comprehensive investment and lending services, shaping market dynamics through mortgage lending, asset management, and real estate consulting.
Leadership Roles at JM Financial
Angad Sachdave - Chief Executive Officer, Business Strategy At 's Office
Angad Sachdave, the Chief Executive Officer, Business Strategy At 's Office at JM Financial, spearheads the strategic direction and business development initiatives. Sachdave is responsible for identifying new market opportunities and formulating strategies to enhance JM Financial's service portfolio, which includes mortgage lending and asset management. This executive function involves close collaboration with other leaders to align business objectives with market demands. By driving strategic planning, Angad Sachdave ensures the company remains competitive and innovative in the finance sector. The Chief Executive Officer, Business Strategy At 's Office's role is pivotal in shaping the company's future growth trajectory and expanding its reach. Sachdave's strategic insights are fundamental to JM Financial's sustained market leadership.
Sameer Kaul - Jm Chief Executive Officer & Chief Information Officer (Singapore)
Sameer Kaul, the Jm Chief Executive Officer & Chief Information Officer (Singapore) at JM Financial, leads both the strategic executive functions and the technological infrastructure. Kaul directs the company's operations and information systems, ensuring seamless service delivery for clients engaging in mortgage lending, asset management, and lines of credit. This dual role involves aligning technology strategy with business goals to foster innovation and efficiency. By integrating executive leadership with IT oversight, Sameer Kaul enhances the company's competitive edge. The Jm Chief Executive Officer & Chief Information Officer (Singapore)'s influence extends across key markets, driving digital transformation. Kaul's leadership ensures JM Financial remains at the forefront of financial technology and service excellence.
Elvis Roberts - Chief Financial Officer
Elvis Roberts, the Chief Financial Officer at JM Financial, manages the organization's financial health and strategic fiscal planning. Roberts oversees all financial operations, including budgeting, forecasting, and financial reporting, crucial for an entity providing diverse services like mortgage lending and asset management. This position involves ensuring robust financial controls and compliance with regulatory standards across all markets. By meticulously managing financial resources, Elvis Roberts supports the company's expansion initiatives and profitability goals. The Chief Financial Officer's expertise is vital for navigating complex financial landscapes and securing capital for new ventures. Roberts's financial acumen drives sustainable growth and reinforces investor confidence in JM Financial's long-term viability.
Surendra Nayak - Executive Director & Chief Financial Officer
Surendra Nayak, the Executive Director & Chief Financial Officer at JM Financial, provides critical financial leadership and strategic oversight. Nayak manages the company's financial performance, ensuring fiscal discipline and compliance across all lending and asset management operations. This directorship involves guiding financial planning, risk management, and investment strategies to support JM Financial's objectives. By overseeing financial health, Surendra Nayak enables the firm to pursue opportunities in mortgage lending and real estate consulting. The Executive Director & Chief Financial Officer's role is integral to maintaining stakeholder trust and driving financial stability. Nayak's deep financial expertise underpins the company's robust operational capacity and market positioning.
Amit Bhavsar - Chief Financial Officer & Chief Operating Officer
Amit Bhavsar, the Chief Financial Officer & Chief Operating Officer at JM Financial, holds a dual mandate overseeing both financial strategy and operational execution. Bhavsar manages the company's financial resources while simultaneously directing operational efficiency across its diverse service offerings, including mortgage lending and asset management. This comprehensive leadership ensures financial stability and seamless service delivery. By integrating financial oversight with operational management, Amit Bhavsar drives synergistic growth and cost-effectiveness. The Chief Financial Officer & Chief Operating Officer's role is critical for maintaining the company's robust market presence and operational agility. Bhavsar's strategic approach optimizes performance and supports JM Financial's expansion.
Sabyasachi Ray - Executive Director & Chief Financial Officer
Sabyasachi Ray, the Executive Director & Chief Financial Officer at JM Financial, provides essential financial direction and strategic governance. Ray oversees the financial integrity and performance of the organization, managing critical functions such as capital allocation and risk assessment for services like asset management and real estate consulting. This leadership position involves ensuring adherence to financial regulations and driving fiscal responsibility. By guiding financial strategies, Sabyasachi Ray supports JM Financial's sustained growth and operational stability. The Executive Director & Chief Financial Officer's contribution is vital for maintaining investor confidence and achieving long-term financial objectives. Ray's financial stewardship fortifies the company's market standing.
Maker Chambers - Executive Director & Chief Financial Officer
Maker Chambers, the Executive Director & Chief Financial Officer at JM Financial, directs the company's financial operations and strategic fiscal planning. Chambers is responsible for managing the financial health of the organization, overseeing budgeting, financial reporting, and investment strategies related to mortgage lending and asset management. This executive role ensures compliance with financial regulations and promotes efficient resource allocation. By providing robust financial oversight, Maker Chambers supports JM Financial's expansion and operational effectiveness. The Executive Director & Chief Financial Officer's expertise is crucial for navigating complex financial markets and ensuring sustainable profitability. Chambers's leadership reinforces the company's financial resilience.
Gagan Kothari - Chief Operating Officer
Gagan Kothari, the Chief Operating Officer at JM Financial, directs the operational framework supporting the company's extensive financial services. Overseeing daily operations, Kothari ensures the efficient delivery of mortgage lending, asset management, and lines of credit. This leadership role involves optimizing internal processes to enhance service delivery and client satisfaction across India and international markets. By streamlining workflows, Gagan Kothari directly contributes to the company's capacity for managing diverse financial products. The Chief Operating Officer's focus remains on scalable operational excellence, underpinning JM Financial's market presence. Kothari's strategic oversight guarantees that operational capabilities align with the firm's growth objectives and client service standards.
Gagan Kothari - Chief Operating Officer
Gagan Kothari, the Chief Operating Officer at JM Financial, directs the operational framework supporting the company's extensive financial services. Overseeing daily operations, Kothari ensures the efficient delivery of mortgage lending, asset management, and lines of credit. This leadership role involves optimizing internal processes to enhance service delivery and client satisfaction across India and international markets. By streamlining workflows, Gagan Kothari directly contributes to the company's capacity for managing diverse financial products. The Chief Operating Officer's focus remains on scalable operational excellence, underpinning JM Financial's market presence. Kothari's strategic oversight guarantees that operational capabilities align with the firm's growth objectives and client service standards.
Jayesh Patel - President & Sales Trader
Jayesh Patel, the President & Sales Trader at JM Financial, drives revenue generation and client engagement across trading operations. Patel leads the sales trading function, focusing on executing transactions and building client relationships within the financial markets. This role involves managing sales strategies and ensuring optimal trading performance to meet client needs and company objectives. By actively engaging in sales and trading, Jayesh Patel contributes directly to JM Financial's market activity and revenue streams. The President & Sales Trader's leadership is essential for maintaining a dynamic and responsive trading desk. Patel's expertise ensures effective market participation and client satisfaction.
Anshuman Das - Wealth Management Managing Director & Chief Technology Officer
Anshuman Das, the Wealth Management Managing Director & Chief Technology Officer at JM Financial, leads both the wealth management division and the company's technological advancements. Das oversees the strategic direction and operational execution of wealth management services, while also driving the technology roadmap to enhance client experiences and internal efficiencies. This dual responsibility ensures that technological innovation directly supports wealth management objectives, including asset management and financial advisory services. By integrating technology leadership with divisional management, Anshuman Das fosters growth and competitive advantage. The Wealth Management Managing Director & Chief Technology Officer's role is pivotal in modernizing JM Financial's service delivery. Das's vision propels the company forward in both client services and technological capabilities.
Explore Leadership Teams in Finance
Goldman Sachs is a leading global investment banking, securities, and investment management firm. It provides a wide range of financial services to corporations, governments, and institutional and individual clients, including mergers and acquisitions advisory, underwriting, asset management, securities trading, and wealth management. Known for its influential role in global capital markets, Goldman Sachs also engages in risk management, financing, and strategic advisory services worldwide.
Company Leadership CM
AY
MJ
CP
At Actinver Securities, the company is not in the business of selling products, the company is in the business of managing assets. The company works closely with the company's clients to create a financial plan that meets their needs and objectives. The company knows the importance of understanding the company's client's financial condition so that together, the company can develop a proper investment strategy that fits them. The company's process takes into account the company's clients' lifestyle and personal changes, providing the company's firm with the capability to adapt quickly to the new parameters. The company's experienced professionals are registered broker-dealers enabling them to implement an appropriate personalized financial plan for all of the company's clients' assets. Personalized service, transparency and the simplicity of the company's operations are just a few of the characteristics that identify the company and have allowed the company to grow the company's client base significantly. ACON Investments, L.L.C. is a Washington, D.C.-based international private equity investment firm that manages private equity funds and special purpose partnerships
Company Leadership RB
AY
Findex, headquartered in Melbourne, Australia, and established in 2002, is a financial advisory and accounting firm. Their services include corporate finance, wealth management, accounting, business advisory, tax advisory, and finance and lending.
Company Leadership AR
KN
CAPTRUST is an independent registered investment advisor founded in 1997 in Raleigh, North Carolina. The firm provides investment management, financial planning, estate planning, and tax advisory and compliance services for individuals and families. The firm also offers a comprehensive suite of services for ultra-high-net-worth individuals to simplify their financial lives, mitigate risk, and perpetuate their legacies. For retirement plan sponsors, endowments, foundations, and religious entities, CAPTRUST offers investment advisory services, fiduciary support, and provider analysis and fee benchmarking. The firm also offers employee wellness and advice for retirement plan participants.
Company Leadership FM
JR
MF
MA
Frequently Asked Questions Regarding JM Financial Top Executives and Leadership Team
Unlock more people and company data
