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
Mr. Rajesh Saluja, is the managing director and chief executive officer of ASKWA. He holds a master’s degree in marketing management from the University of Bombay. He has over 24 years of experience in finance and capital markets, and has previously worked at MODI GBC Limited, Real Value Marketing Services Limited and was the business head for deposits and priority banking at Standard Chartered Bank.
Managing Partner & Head - Family Office
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.
Managing Partner & CIO
Mr. Mukherjee heads Products, Investment Advisory, Operations and International Business for ASKWA. He is responsible for the firm’s Investment Strategy calls, broad asset class views, key market themes and model portfolios. He runs the Investment Product and Advisory teams for the firm, developing appropriate products and advising clients on portfolio construction and solutions. Mr. Mukherjee is also responsible for running the International Wealth Management business for the firm, bringing the India opportunity to NRI investors.
Mr. Mukherjee spent over 15 years with Standard Chartered Bank, in various roles in Wealth Management and Private Banking, across India and Singapore (covering Asia). He also had a 1 year stint with IIFL, heading its Investment Advisory business.
Mr. Mukherjee has a PGDM from IIM, Calcutta and an undergraduate degree from the University of Delhi. He also holds the CFA and FRM charters, from CFA Institute and Global Association of Risk Professionals, respectively.
Head – Investment Advisory & Managed Funds (Equities)
Mr. Shrivastava manages Investment Advisory for the firm and is involved in the Asset allocation, Portfolio construction & reviews for large client portfolios. He has over 17 years of prior experience in the Banking industry with specialisation in Investment Advisory and Wealth Management. Prior to joining ASK, he was heading Investments at Citibank’s Citi Private Bank. He is an MBA in Finance from Jamnalal Bajaj Institute of Management Studies.
Senior Managing Partner
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.
Senior Managing Partner
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.
Managing Partner & Head ( West)
Rajesh joined ASK Wealth Advisors in June 2018 and leads our business in the western region. Prior to joining the ASK Group, Rajesh was a part of the core team at Kotak Wealth Management, responsible for on-boarding and managing some of the largest and marquee relationships of the business. He brings significant experience in sourcing and winning large family office mandates and is part of the Investment Committee at some of these institutions. He also led the initiation of coverage into key Middle-Eastern markets and was responsible for the Hong Kong desk at Kotak.
Rajesh has 16 years of overall work- experience, and is a post graduate and gold medalist from Narsee Monjee Institute of Management Studies (NMIMS). He also holds a Certificate in Investment strategy from the Wharton School, University of Pennsylvania and has completed the Wealth management & Valuations programme at IIM-Ahmedabad.
Mr. Kazmi joined ASK Group in 2007 and was responsible for setting strategy for Wealth business as a part of the founding team. He has played multiple roles ranging from leading a team of Wealth Managers in Western region to being Key Advisor for large Family Office clients
Before joining ASK, Mr Kazmi worked with a boutique Investment Banking Firm Allegro Capital, ICICI Prudential Insurance and HDFC Ltd.
He is an MBA from Sydenham College and has done his graduation from Mumbai University.
VP & Head - Compliance and Business Analytics
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.