Our Partners
Megha Shekharan, Partner
Prepare to meet Megha Shekharan, the ultimate financial guru with a dash of academic stardom. Armed with her Commerce degree and a sprinkle of Company Secretary and Company Law knowledge from ICSI, she embarked on a journey that would leave the financial world dazzled.
But Megha didn’t stop there. She took a detour into the realm of numbers, conquering the art of CWA Cost Accountancy from the Institute of Cost Accountants of India. And just when you thought she couldn’t get any smarter, she achieved the incredible feat of mastering Financial Management with a Masters degree from the prestigious Welingkar Institute of Management.
With over 18 years of experience under her belt, Megha has left an indelible mark on illustrious companies like TATA Capital Ltd and Thomas Cook. She’s a seasoned pro when it comes to Statutory Compliances, Company Law, and Corporate communications. If there’s a financial puzzle to solve or a corporate hurdle to conquer, Megha is the go-to maestro who’ll make it all look like a walk in the park.
Get ready to be dazzled as Megha Shekharan, the financial virtuoso, brings her enchanting expertise and infectious enthusiasm to the table. She’s about to sprinkle a little financial magic and make the world of numbers come alive like never before.
Pratim Basu, Founder and Managing Director
- MBA (Finance)
- NISM VA, NISM 21A, IRDA
- Strategic Portfolio Management (IIM–B)
- FPSB Certifications: Investment Planning, Risk & Insurance, Tax & Estate Planning
Pratim brings 20+ years of hands-on experience managing and building portfolios for HNI, UHNI and corporate clients across ABN AMRO, Royal Bank of Scotland, and Kotak Mahindra Bank.
His strengths lie in:
- Creating structured, goal-linked investment strategies
- Leading high-performing teams
- Building scalable wealth platforms from the ground up
- Strong on-ground understanding of markets and client behaviour
Rupanjali Mitra Basu, Director, Marketing
- MSc (Economics) spl Money & Finance
- NISM VA, IRDA, Insurance Licentiate
- Accredited Wealth Planner (CIEL)
Rupanjali carries 20+ years of experience in financial communication, content strategy, and investor education. She co-leads Moneybeans’ brand, content, and customer engagement initiatives.
Her core strengths include:
- Simplifying complex financial products for everyday investors
- Building strong content-led trust for Moneybeans across all social platforms
- Creating investor-focused campaigns that drive action.
She is also the founder of Finprowise Solutions, India’s first finance-only content firm, bringing unmatched depth in BFSI communication to MoneyBeans.
Srijit Ganguli — Director, Private Client
- PGDBM (Finance) | NISM VA
Srijit brings 20+ years of experience working with affluent clients across HSBC, Standard Chartered, and Anand Rathi Private Wealth.
His USPs:
- Proven track record in building resilient, goal-aligned investment portfolios.
- Clear understanding of market cycles and how assets behave across them.
- High precision in assessing risk–return fit for families and NRI investors.
- Expertise in designing focused, long-term strategies aligned to individual goals.
- Specialisation in retirement planning, with emphasis on growth efficiency and post-tax income.
Sudeshna Sarkar, Operations & Risk Management - Head
- PGDM (Marketing)
With over 20 years of distinguished experience in retail banking and wealth management, spanning HNI client servicing, compliance, and risk governance, she brings deep domain expertise to her role as Partner – Operational Risk Management in our firm.
Her Core Focus Areas:
- Thorough understanding of regulatory requirements
- Customer-centric approach
- Strong commitment to operational excellence
Advisory Desk
Megha Sekharan, Company Secretary & Cost Accountant
- M.Com, MFM (Finance), CWA, CS
Megha is a seasoned governance and compliance professional with 20+ years in financial services.
She brings:
- Strong command over secretarial compliance
- Expertise in audit and regulatory frameworks
- Experience steering financial controllership for large institutions
- A meticulous, process-driven approach to corporate governance
Sanjit Sen, Chartered Accountant & Strategic Consultant
Sanjit has held leadership roles across major Indian corporate groups and has a proven track record in building high-impact businesses.
His strengths include:
- Business planning and structuring
- Strategy design across BFSI and retail operations
- CSR planning and execution
- Customer-centric process optimisation
