we distribute “happyness”
We built our firm to be very different from most others.
Instead of worried, you feel…
We keep YOU at the centre of everything we do and investment solutions are built to provide long-term sustainable outcome
YOU are surrounded by talented & passionate team members
Working with the right set of people, YOU feel assured of accomplishing your financial goals
In the end, a firm boils down to the people. So this is a good place to spend some time.
Our people are passionate about the business they are in. And they love doing it in our friendly yet intellectually charged environment. As if they needed more incentive, the team members have an ownership stake in the business.
So, not only are our people very talented and happy in their work — they’ll be with you and your family for a long time. This is an essential element of our innovative business model, designed to deliver the deepest, most consistent wealth management experience you can find.
Prior to Joining Fermat Prime Enterprises Pvt. Ltd., Abhishek was the Regional Portfolio Counselor for HSBC Bank. An avid reader, Abhishek is passionate about the financial world and has spent all his professional career in various facets of it. He also spent 8 years on the Asset Management side of the business. His other interests are Automobiles and travelling.
Prior to joining Fermat Prime Enterprises Pvt. Ltd., Akhil has worked with Standard Chartered Bank, Royal Bank of Scotland, Birla Sun life Distribution & Max New York Life. He has managed investment for Individuals, Family, Non Residents and Business owners. Akhil’s philosophy is that Wealth Management without a Financial Plan is like “Not knowing where your OFF STUMP is”. Can’t do without: Reading, Playing Cricket and Movies.
Anil started as an entrepreneur early in his life, before moving on to becoming a banker. He has worked with organizations like ABN Amro, Standard Chartered & Axis; before becoming a part of Fermat Prime Enterprises Pvt. Ltd. He values each of his client relationship and believes their trust is the mantra for success. He loves writing blogs on Finance & life, meeting new people and socialising. He endeavours to travel more in future.
Bir has worked with investment teams in venture capital and private equity in the US and Canada after leading his own company to acquisition in 2018. He received his MBA from USC Marshall School of Business in the U.S. and his BSc in Accounting & Finance from the University of Warwick in the U.K. The nuances of navigating financial markets, developing tailored strategies, and helping clients achieve their financial goals truly fuel his enthusiasm.
Dilmeet joined Fermat Prime Enterprises Pvt. Ltd. after doing internship with Mutual Funds like IDFC and DSP Blackrock. She has been an entrepreneur with keen interest in wealth management and endeavours to make good rapport with her clients through providing unbiased advisory. She is an avid traveller and loves to explore new places.
Ikjyot comes with an entrepreneurial experience in various industries like real estate, construction & automobile.
Given his degrees in Economics and Business Administration he has always had a passion towards stock markets and has been actively associated with it for last 6 years. He is a passionate amateur golfer and an avid horse rider.
Prior to joining Fermat Prime Enterprises Pvt. Ltd., Mandeep was handling NRI clients in Axis Bank. He has also worked with HDFC Equities & Private Banking, Delhi and HSBC, Dubai. He lives in Gurgaon and enjoys travelling and reading about human behaviour/psychology. He believes in bestowing the professional relationships with an added advantage of personal touch.
Prabal has worked as the Vice President in the Citigold Private Client Banking managing mass affluent, Ultra-HNI and Corporate clients offering Wealth Management Solutions and Banking products & services.
A seasoned Private Banker, he believes that perseverance, empathy, interpersonal skills and financial discipline are keys to success in this profession. He enjoys travelling and has special interest in Geo-political news and history.
Rajat has been with the Wealth Management industry for over a decade and has worked with Banks like Standard Chartered and HSBC; before becoming a part of Fermat Prime Enterprises Pvt. Ltd. He is extremely passionate about Wealth Management and is an avid reader. He believes that as a wealth manager one needs to be well informed and focused.
A Chartered Accountant by qualification, Rohit is the man behind the idea. His experience spans across financial services including mutual fund, credit operations and sick companies rehabilitation. He has worked with IDFC Mutual Fund and Standard Chartered Mutual Fund before forming Fermat Prime Enterprises Pvt. Ltd. His endeavour is to build a team of concurring professionals.
Tejinder has been in financial service for the last two decades. Started career with life insurance and then moved to the Mutual fund industry and his last corporate stint was with Motilal Oswal Wealth Management as Vice President. Prior to Motilal, he was with DSP Asset Management for 9 years. He is passionate about Wealth management and for creating long term relationships with clients which goes beyond wealth management.
Sakshi has been associated with the various facets of Financial Services Industry. She has worked for organizations like Aditya Birla Money before becoming a part of Fermat Prime Enterprises Pvt. Ltd.
Equipped with an experience of equity and commodity research, she endeavours to create a strong position by bringing a definite value add for her clients.
Shakil brings along over 20 years of experience working with IDFC First Bank, Aditya Birla Money Wealth management and Karvy Wealth.
He is a firm believer of a process based approach and gives importance to behavioural management. Shakil believes that wealth management is a continued process of each right step should take the investor closer to his financial goals.