Poornima Nayak

VP - Finance

Poornima comes with a decade of experience in International Taxation, Corporate Taxation and Expatriate Taxation at Ernst & Young (EY). She was on teams which handled multiple M&A structuring deals with a focus on tax aspects from various geographical locations such as US, UK, Singapore & Australia.

Poornima has deep India tax experience as well as wide-ranging knowledge of Indian tax transactions and practices in the areas of holding company/fund structures, financing structures, corporate re-organisation and tax due diligence in the TMT space. She has also been involved with authoring research papers, thought leadership, in addition to facilitating sessions at various tax events within EY.

Poornima is a Chartered Accountant from The Institute of Chartered Accountants of India.

Mallika Madan

AVP – Investments

Mallika holds a Post Graduate Diploma in Management specializing in Finance from Indira School of Business Studies, Pune. She was a part of Anand Rathi Wealth Ltd for close to 8 years and specializes in Wealth Management and Estate Planning. Her forte lies in studying current economic trends and creating portfolios with a balance of equity and debt allocations that works well in terms of risk and return for an investor. Her key areas of expertise also include evaluation of entire life cycle of an investment and asset allocation strategies. In addition to handling client relations, she also been instrumental in curating learning and development sessions on money management.