Meet Our Financial Experts
Our team brings together decades of experience, premier qualifications, and a shared passion for helping clients succeed.
Anjali Sharma
With over 18 years of experience in financial services, Anjali founded ProfitCompass Advisory to bring ethical, client-centric financial planning to the forefront in India. As a Certified Financial Planner, she specializes in creating holistic financial roadmaps for senior executives and families. Her expertise lies in retirement planning and inter-generational wealth transfer. Anjali is a passionate advocate for financial literacy and is committed to demystifying personal finance for her clients.
Rohan Desai
Rohan leads our investment advisory division. As a CFA Charterholder, he brings a rigorous, analytical approach to portfolio management and asset allocation. He has extensive experience as an equity specialist, focusing on building long-term, diversified portfolios that align with each client's unique risk profile. Rohan is dedicated to a research-driven process, constantly evaluating market dynamics to optimize client outcomes.
Priya Mehta
Priya is a qualified Chartered Accountant who specializes in personal tax planning for our clients. She is an expert in the Indian tax code and excels at structuring financial plans for maximum tax efficiency. From optimizing salary structures for working professionals to advising business owners on tax implications, Priya ensures that our clients' wealth is not just grown, but also protected from unnecessary tax erosion.
Sameer Verma
Sameer is the heart of our client experience. He ensures that every client interaction with ProfitCompass Advisory is seamless, transparent, and supportive. With a background in customer success for enterprise technology firms, Sameer manages the client onboarding process, facilitates communication, and ensures that every question is answered promptly. He is dedicated to building strong, trust-based relationships with every family we serve.