Meet the Team
At ASK Wealth Advisors (ASK WA), your vision for the future is our priority, and the team is dedicated to remain responsive to your financial needs at all times. The firm is led by a team with decades of experience in the Indian financial market, committed towards helping you achieve your financial goals and ambitions.
CEO and Managing Director, ASK Wealth Advisors
Mr. Saluja joined ASK Group in December 2006 as Managing Partner to setup the Wealth Advisory and Multi-Family Office business for the UHNI segment in India. He has over 25 years of experience across sales, product and business management in the Consumer Banking, Wealth Management and Private Wealth Advisory industry. Prior to joining ASK Wealth Advisors, Mr. Saluja worked with Standard Chartered Bank as the Business Head - Priority Banking & Deposits for the wealth management business in India. In his 10 years of association with the Bank, he was instrumental in building a strong distribution and customer franchise for wealth management across 31 cities in India and played a significant role in shaping the business model and the program for the HNI customer segment. He is an Honorary Chartered Wealth Manager (CWM) from American Academy of Financial Management, holds a Bachelor's degree in Maths and Economics along with a Master's in Marketing Management from the University of Mumbai.
Head of Products, Investment Advisory and Family Office, ASK Wealth Advisors
With rich experience in Consulting Research and Financial Advisory roles, Mr. Agarwal works closely with all large and UHNI client families on Portfolio Strategy, Construction and Monitoring, Wealth and Succession Planning, and acts as a bridge between clients and other financial service providers. As Products Head, his responsibilities at ASK Wealth Advisors, includes overlooking investment strategy, asset allocation and manager selection while enabling product diligence. He is also part of the ASK Wealth Advisors Investment Committee and is a key member of the ASK Leadership team. Mr. Agarwal is a graduate from IIT Kharagpur and holds a MBA degree in Finance from MDI Gurgaon.
Chief Investment Officer, ASK Wealth Advisors
Mr. Arora comes on board with a wide range of experience spanning a decade in the Private Wealth Management industry. He specialises in Product Management/Investment Advisory/Family Office/Credit and Fund Management. He has a deep understanding of various investment asset classes and strategies, and an acute sense of structuring innovative investments for clients in varied market conditions. Prior to joining ASK Wealth Advisors, Mr. Arora was the CIO for Religare Private Wealth’s Products and Advisory division, and has worked earlier at IIFL Private Wealth Management as SVP for Products. He has also worked with Citigroup and Standard Chartered Private Bank, after completing his PGDBM from IIM-Bangalore in 2003.
Chief Operating Officer (COO), ASK Wealth Advisors
Mr. Rattan is the COO of ASK Wealth Advisors and is responsible for driving business development across India as well as overlooking and managing the client services and operations functions of the company. Mr. Rattan has nearly 20 years of experience in the financial services industry, primarily in Investment Advisory and Consulting, Investment Management and Syndication. Prior to joining ASK Wealth Advisors, he was with Barclays Wealth & Investment Management where he played a key role in shaping their wealth management business in India since its inception. Mr. Rattan holds a Management degree in Finance from Delhi University and an Engineering degree (Electrical) from Punjab University.
Head (North) and Managing Partner, ASK Wealth Advisors
Mr. Gupta joined ASK Wealth Advisors as Head (North) and Managing Partner in August 2016. He has over 22 years of experience in the financial services and banking industry with specialisation in Private Banking and Wealth Management. Prior to ASK Group, he was the Director and Head (North) for Citi Private Bank. Mr. Gupta was responsible for setting up the Private Banking business for the Citigroup. In this period he won the coveted Citigroup Chairman Council award thrice in 2008, 2009 and 2010. He is regarded as one of the most successful private bankers in India, managing the wealth of some of the most prominent billionaire families in the country. He started his career with ANZ Grindlays Bank and has also worked with JM Morgan Stanley and Kotak Wealth Management. He holds a Bachelor’s degree from St. Stephen’s College, Delhi University and is an alumnus of Modern School, New Delhi.
Head (South) and Managing Partner, ASK Wealth Advisors
Prior to joining ASK Wealth Advisors, Mr Bulusu was associated with Citi Private Bank as Director (South). He is a 5-time winner of the Chairman’s Award at Citi, and has also been credited for setting up the successful Private Banking business at Citibank. He was the National Sales Head for Citi Commercial Bank’s investment division for a period of 5 years. Mr. Bulusu has also worked with Principal PNB Asset Management Company and Zurich Asset Management in the past.
VP & Head - Compliance and Business Analytics, ASK Wealth Advisors
Mr. Gadre has held various positions at ASK Group, since he joined in 2006. Before moving into his current role he was part of the operations team of the Private Wealth Management arm of ASK Wealth Advisors. With regard to compliance, Mr. Gadre's responsibilities include ensuring compliances under all SEBI / AMFI / PMLA regulations and allied rules, as well as internal audits, are followed thoroughly. He is a designated Compliance Officer under SEBI (Investment Advisers) Regulations, 2013. His responsibilities with Business Analytics extend to providing key business analytics, indicators and trends to ASK Wealth Management Senior Management, while working closely with business heads in setting budgets / targets for each location and sales team. Mr. Gadre is a Commerce graduate from Mumbai University and is a Chartered Accountant.
SVP and Head of Client Servicing and Operations, ASK Wealth Advisors
Ms. Gujral plays an integral role in delivering a seamless experience for clients of ASK Wealth Advisors while addressing their financial needs, and also heads the operations management function of the business, pan-India. Ms. Gujral has over 12 years of experience. Prior to joining ASK Group, she worked with HSBC Bank for close to 8 years and handled various roles across client servicing, business development and business management functions in their Banking and Wealth Management Division. Ms. Gujral holds a Bachelor's degree in Commerce from Delhi University and an MBA from Symbiosis Institute of Management Studies, Pune.