OUR TEAM

Our Strength Lies in Our People

We’re More Than Just a Team

We’re a family of professionals united by a common purpose: to help you navigate your financial journey with confidence. Together, we’re committed to your success.

Our Executive Board

Our leadership team combines expertise, vision, and dedication to drive our mission forward. Together, they inspire innovation and champion success for our clients, communities, and team members.

Muhammad Zulkarnain

Chairman

Diago Rodrigues CIWM®, CPWP®

Chief Executive Officer

Iskandar Muhammad

Executive Director

The Alpha Team

Our Alpha Team is a dynamic group of financial advisors, analysts, and client service professionals who collaborate to deliver personalized wealth management solutions. Their diverse backgrounds and skills create a comprehensive approach to financial planning.

Diago Rodrigues, CIWM®, CPWP®

Chief Executive Officer

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Tina Dalmia, CFA

Executive Director - CIO Office

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Ahmed Samak

Executive Director, Senior Client Partner

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Navin Saldanha

Executive Director, Senior Client Partner

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Rahul Modi, CFA

Director, Senior Client Partner

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Manisha Singh

Director - Operations, COO Office

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