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Walkwater Group, now in its 15th year, is a trusted name in business advisory, modeling, and analytics. Our founders bring over 120 man years of collective senior leadership experience from Fortune 100 companies and top-tier global organizations across industries including Consulting, Media, Retail, CPG, Banking & Financial Services, Family Wealth Offices, Education, IoT, and Telecom to name only a few!

At the heart of our growth is a team of talented, humble professionals who are committed to serving individuals, corporations, governments, and society achieve their potential and scale new heights. Guided by our core values - Integrity, Excellence, Innovation, and Partnership, we strive to deliver value in everything we do, both as intrapreneurs and entrepreneurs.

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Expanding Our Vision: Walkwater Financial Services Pvt Ltd

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We extend our expertise into wealth advisory, driven by a vision to empower clients with clarity, confidence, and strategic direction in today's complex financial landscape.

Recognizing the growing challenges individuals, families, and businesses face, including market volatility, regulatory complexity, and evolving investment choices, we saw the need for a trusted partner who offers more than standard products. At WWFSL, we are committed to delivering holistic, customized solutions for every stage of wealth creation and preservation.

Backed by deep expertise in financial management, risk assessment, and treasury operations, our team provides comprehensive wealth advisory services. We support our clients with end-to-end solutions in portfolio management, risk mitigation, tax efficiency, and succession planning, tailored to each client's unique needs and aspirations.

Our promise is to be more than financial advisors. As lifelong partners, we help clients navigate challenges, seize opportunities, and secure their financial legacy for generations to come.

Proven Track Record

Our firm possesses decades of successful management expertise, guiding clients through various market conditions.

Certified Professionals

Our team includes Certified Financial Planners, Chartered Financial Analysts, and experienced investment advisors dedicated to your financial success.

Personalized Service

We understand that each client's financial situation is unique; therefore, we develop personalized wealth management strategies to meet individual goals. We do not believe that one size fits all. We have detailed and researched over decades to work on strategies for investors from 20 year old to post retired 80 plus year old investors. Even post these, we create bespoke model portfolios because every investor is unique in their requirements.

Comprehensive Solutions

Holistic Approach: We offer a wide range of services, from investment portfolio management to estate planning, tax optimization, and retirement planning. Integration: Seamless coordination of all aspects of your financial life to ensure your assets are managed effectively.

Innovative Technology

Advanced Tools: Utilizing cutting-edge technology, we provide real-time portfolio analysis and transparent reporting to keep you informed.
Secure Platform: An industry-leading secure platform ensures your financial data is protected while accessible for your convenience real time with ease of liquidity as per your needs.

Client-Centric Philosophy

Priority on Relationships: We focus on building long-term relationships based on integrity, excellence, innovation and partnership in service.
Feedback and Improvement: Regular client feedback sessions to ensure our services evolve to meet your changing needs.

Industry Recognition

While being recognized by leading industry bodies for innovation in asset management and exceptional client service, our belief is each clients trust and feedback is our true testimony in whatever we do. Appreciated by clients for our personalized approach and successful wealth management strategies.

Ethical Standards

Fiduciary Duty: As fiduciaries, we are committed to acting in your best interests with transparency and accountability.
Responsibility: Upholding the highest ethical standards in all aspects of financial planning and investment advising.

Whether you're seeking guidance on investments or looking to secure your financial future, choosing us means selecting a firm committed to excellence and personalized service. Contact us today to schedule a consultation and experience the difference.

Let us help you define your financial future with integrity, excellence, innovation & partnership

Your Wealth Management Partners

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Neeran Chhiber

Chief Executive Officer

Neeran Chhiber is a distinguished leader in the wealth advisory industry with over forty years of multifaceted experience. As a management graduate from BITS Pilani and an alumnus of the Advanced Management Program at IIM Ahmedabad, Neeran brings unparalleled expertise to the firm.

Throughout his career, Neeran has held pivotal leadership roles at globally renowned organizations such as ITC, BILT, Bharti Airtel, ICICI Ventures, and the Future Group. He has successfully navigated a variety of sectors, including Paints, Hotels, Advertising, Telecom, Retail, Real Estate, and Investment Banking, both in India and internationally. Additionally, Neeran's experience in managing a large family office for one of India's top business leaders underscores his proficiency in handling complex financial landscapes.

As the Founding Partner of Walkwater Consulting, Neeran spent over fifteen years providing strategic advisory and leadership development to a wide array of organizations. His strategic vision and leadership acumen now guides our wealth advisory firm, ensuring our clients receive unparalleled insights and strategies tailored to their unique financial goals.

Under Neeran's stewardship, our firm is committed to delivering exceptional value and fostering long-term relationships built on trust and expertise.

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Dr Abhijit Roy

Director

Dr Roy brings over three decades of distinguished experience in financial strategy, business planning, and operational excellence to our firm. Recognized for his leadership across diverse sectors, including Financial Services, Consumer Goods, Real Estate, Consulting, and Education. Dr Roy specializes in delivering high-impact financial solutions that drive growth, optimize profitability, and foster sustainable value creation.

His core areas of expertise lies in Strategic Financial Management & Profitability Enhancement, Customer Acquisition, Retention & Relationship Management, Investment Advisory & Wealth Management.

Dr Roy has held influential positions and advisory roles with preeminent organizations in India and across the globe, including but not limited to Larsen & Toubro, Deutsche Bank, Royal Bank of Scotland, IDFC, Mahindra & Mahindra, Coca-Cola, Aditya Birla Group, Lodha Group, Cairn Energy, Indian School of Business, University of Strathclyde, and Shiv Nadar University.

He holds a PhD in Philosophy in Business Strategy, Management Graduate, Narsee Monjee Institute of Management Studies, Kellogg Global Advanced Management Programme, Bachelor's Degree in Psychology, Bombay University.

He is renowned for his ability to translate complex challenges into actionable solutions, creating lasting value for stakeholders. Beyond the Boardroom Dr Roy is about executive coaching, angel investing, and mentoring start-ups. Dr Roy's unique blend of deep financial acumen, cross-industry experience, and global insights makes him a trusted advisor to business leaders and families seeking to achieve their financial goals with confidence and integrity.

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Kapil Mehta

Director

Kapil Mehta is a seasoned Private Banking and Wealth Management professional with over 17 years of experience advising High-Net-Worth Individuals and institutional clients across investments, insurance, and portfolio solutions. He has successfully managed and scaled large client portfolios, overseeing ₹300+ crore in AUM, while consistently driving double-digit growth through disciplined asset allocation and strategic advisory.

Kapil brings deep expertise across wealth advisory, bancassurance, NRI banking, and regulatory compliance, having held senior leadership roles with leading financial institutions including HDFC Bank, Axis Bank, ICICI Bank, Bajaj Allianz Life Insurance, and Simplicity Investing. Known for his client-first approach and strong governance orientation, he plays a key role at WWFSL in shaping investment strategy, strengthening advisory standards, and building long-term client trust.

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Dr Arnab Basu

Founding Partner

Dr Arnab Basu is a dynamic entrepreneur, consultant, and educator with a proven track record of driving innovation and business growth. As a Founding Partner at Walkwater, a leading, AI, Analytics, and Innovation Consulting firm, Dr Basu specializes in designing strategic business models and translating complex business cases for Fortune 500 companies into actionable learning solutions.

With a distinguished background that includes experience as a consultant at McKinsey & Company, along with advanced degrees from IIM Calcutta and MIT Sloan, Dr Basu brings world-class expertise to every client engagement. He is currently Chair of Innovation at the Cognitive AI Institute and an accomplished author, speaker, and certified Business and Life Coach.

Dr Basu is deeply committed to fostering entrepreneurship, working closely with startups from ideation through fundraising, and mentoring entrepreneurship cells at premier institutions nationwide. His leadership and insights have been widely recognized, most recently as "CEO of the Year" at the 22nd Global Edition of the ET Ascent Business Leader of the Year Awards in New Delhi, and as one of the “Top 3 Most Influential Business Leaders in India 2024ˮ The Economic Times. With his blend of strategic vision, innovative thinking, and industry expertise, Dr. Basu guides clients toward sustainable growth and wealth creation, making him a valued leader at our firm.

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Sridhar Natarajan

Senior Finance Professional

With over 25 years of distinguished experience across financial reporting, compliance, legal, secretarial, and IT functions, Sridhar Natarajan brings a wealth of strategic insight and leadership to Walkwater Financial Services. He has served as Chief Financial Officer, Finance Director, and Company Secretary for diverse industries, offering deep expertise in guiding organizations through complex financial landscapes. Sridhar specializes in delivering accurate, actionable financial data and reporting that empower sound business decisions. Highly analytical, he excels in financial assessment, budgeting, forecasting, variance analysis, and risk management. His extensive experience in executing and managing audit plans, as well as evaluating and strengthening internal controls, has consistently driven operational improvements wherever he has worked. A proven leader in technology-driven finance, Sridhar has successfully implemented ERP systems in large organizations, enhancing efficiency and transparency in financial operations.

He is a distinguished member of the Institute of Chartered Accountants of India, the Institute of Company Secretaries India, and the Institute of Cost Accountants of India. Sridhar's holistic perspective and proven track record make him a trusted advisor for clients seeking to grow, safeguard, and optimize their wealth.

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Akshay G

Operations and Research

With a total of 18 years of experience with 10 years in equity advisory and portfolio management, Akshay brings an exceptional depth of knowledge to Walkwater Financial Services. He has a strong command of both the equity and mutual fund industries, with extensive expertise in fundamental stock analysis and goal-oriented investment consulting.

Throughout his career, Akshay has held key roles at renowned organizations such as BNY Mellon and Equinox Commodities among others, where he honed his skills in client advisory, transaction processing, and portfolio monitoring. He is adept at data analysis, managing open positions, and ensuring margin controls, all while maintaining excellent client relationships.

Akshay's proficiency extends to advising clients on equity, commodity, and mutual fund investments, offering tailored insights and strategies that align with their financial goals. He is AMFI certified, holds BCSM and NCFM qualifications, and is well-versed in NSDL Depositary Operations.

Beyond his professional life, Akshay is passionate about research, always seeking new investment opportunities to benefit his clients. He is also an avid sports enthusiast, having captained his college table-tennis team, and enjoys trekking and swimming. Akshay's dedication to delivering transparent, research-backed advice makes him a trusted advisor for clients seeking to build and manage their wealth with confidence.

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Sai Sharath Merige

Wealth Advisor

Sai Sharath Merige is a distinguished professional with nearly a decade of expertise in capital expenditure (CAPEX) projects within the construction arena, focusing on urban infrastructure and buildings. With specialized knowledge in precast technology, Sai excels in optimizing project management processes to enhance efficiency and ensure projects are delivered within budget constraints.

Holding certifications in Microsoft Project and proficiency in Oracle Primavera, Sai leverages technology to propel project success. His academic qualifications includes a Post Graduate Programme in Advanced Management from the National Institute of Construction Management & Research (NICMAR), alongside a B.Tech in Civil Engineering.

Expertise in cost estimation and budgeting, makes Sai adept in managing project financials to guarantee profitability. This expertise translates into valuable insights for identifying lucrative and sustainable sectors for long-term investments.

Renowned for strategic planning and execution of projects, focusing on timely delivery and resource optimization. Sai’s experience with leading organizations such as Larsen & Toubro, Adani, Divis, and STUP Consultants enriches his investment strategy with industry-specific insights.

Sai applies his in-depth knowledge of construction management to deliver strategic insights to wealth advisory clients, particularly those interested in Infrastructure, Energy, Consumption, Pharma, and other promising sectors.

Sai is dedicated to using his extensive experience in construction management to offer strategic investment advice, ensuring clients benefit from informed decisions across various dynamic sectors. His approach is tailored to align with long-term growth opportunities and fiscal responsibility.

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Vimal Ghumman

Vimal Ghumman is a seasoned global business leader with more than 30 years of international experience across industrial automation sales and strategic business leadership. With a degree in Mechanical Engineering from Poona University and an MBA in International Business, Vimal has managed operations and profit centers exceeding $75 million for leading multinationals across India, the United States, the Middle East, and Africa.

Based in the US and having worked in cities like New Delhi, Los Angeles, Houston, and Dubai, Vimal brings a deep understanding of multicultural business environments and a proven track record of delivering bespoke solutions that exceed client expectations. His passion for excellence and customer-centric approach have made him a trusted advisor to both corporations and individuals globally.

At Walkwater, Vimal bridges the vibrant Indian diaspora and discerning investors in the US with India’s fast-growing economic opportunities. Having firsthand experience as an NRI, he uniquely understands the aspirations and complexities of global Indians striving to balance their roots with their adopted homes. Vimal is deeply committed to supporting these clients—not just as a financial advisor, but as a holistic partner in their wealth and life journey, helping them navigate both investment opportunities and personal milestones seamlessly.

Jaydeep S

Risk Quant & AI-ML Specialist | Wealth Management Advisor

Jaydeep is an accomplished risk management and data science leader with over a decade of experience at the intersection of quantitative risk, artificial intelligence, and machine learning across financial services and healthcare. He has driven innovative, data-driven solutions for top-tier firms including PwC, Tata Consultancy Services, Rabobank, and Citibank.

Specializing in the design and deployment of advanced statistical and machine learning models, Jaydeep powers credit risk assessment, portfolio optimization, regulatory compliance, and strategic decision-making. His global project experience spans North America, Europe, the Middle East, Southeast Asia, and Australia, equipping him with exceptional cross-cultural insight and adaptability.

Jaydeep's advisory expertise enables financial institutions to harness analytics for enhanced customer experience, improved risk exposure management, and sustainable growth. He holds a Master’s in Statistics from IIT Bombay and is recognized for collaborating on industry thought leadership, internal innovation initiatives, and mentoring emerging talent in the field. Passionate about societal impact, Jaydeep continues to explore the evolving frontiers between data science, finance, and community well-being.

Ayush N

NISM-Certified Investment Advisor | Data & Analytics Specialist

Ayush is a NISM-certified Investment Advisor with over three years of experience in the data and analytics domain at a Fortune 500 BFSI organization. With a proven track record of collaborating with international clients, Ayush optimizes reporting solutions and delivers actionable insights to drive targeted market engagement.

He is passionate about empowering clients through the design of customer-centric reporting dashboards, making investment decisions more transparent and informed. Leveraging his robust expertise in a suite of business analytics tools and a strong grasp of core data concepts, Ayush has also led transformative automation initiatives—significantly reducing manual processing and enhancing operational efficiency.

Ayush's commitment to innovation and analytics excellence continues to help clients uncover meaningful trends and maximize the potential of financial data.

Aalokita R

Corporate Communications

Aalokita is a creative strategist with over four years of experience in marketing communication, renowned for shaping brands through impactful storytelling, design direction, and audience-centric strategies. Her versatile expertise spans personal care, lifestyle, finance, wellness, education, and hospitality, bridging emotional resonance and strategic insight across every campaign.

As a founding member of Walkwater Finserv, Aalokita leads the brand's creative vision, infusing every initiative with clarity, cultural awareness, and market relevance. Her intuitive approach ensures that Walkwater's messaging not only connects but also inspires, maintaining a compelling presence in an ever-evolving marketplace.