Our Team
Praveen, an MBA graduate in finance and marketing, has over 18 years of expertise in the banking
sector, notably in senior roles with leading private banks. His leadership acumen has played a pivotal
role in driving business growth in the Coimbatore and Tirupur regions during his tenure.
He has deep domain knowledge and wide experience in banking, investment, and credit management, but his true passion lies in investment and financial markets. His proactive approach and
unwavering client relationship management are highly valued by promoters and business families in
existing relationships.
Beyond his professional endeavors, he brings a diverse understanding of businesses, including the
coir and kraft paper industries, influenced by a family business.
Shiyam Sundar is a seasoned finance professional with an MBA in finance from PSG Institute of
Management and CERTIFIED FINANCIAL PLANNER® accreditation from the Financial Planning
Standards Board, India.
He has 14 years of wealth management experience as an investment specialist in brokerage firms
and private banks. Through hands-on experience and continuous learning, he possesses a deep
understanding of markets and financial products, including mutual funds, fixed income, PMSs, and
alternative investments.
As a Certified Financial Planner, he specializes in financial planning, investment management, asset
allocation, retirement planning, and risk management.
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