For us – it more ‘About you’. Our client is our universe.
We're about understanding your story, planning for your lasting security, and making every decision with your best interests, your dreams, and your future firmly in mind.
We're not just another financial firm. We've always been driven by a deeper commitment – to understand your life's journey, to make considered decisions that support your long-term security, and to keep you, your plans, and your future squarely in our focus
We are building India’s best platform for Wealth Managers to work with freedom to put our client’s first. Our Team works with Passion and not under pressure.
Select Team Members
Partner
Satya Bansal
Veteran banker over 30+ years of experience
Part of the founding team of ICICI Direct
Leading angel investor in cleantech, fintech & healthcare
Partner
Kaustav Majumdar
35 years of onshore and offshore experience
Track record with 3 Global majors - ANZ Grindlays, Amex & UBS. Diverse leadership roles with pan India responsibilities
Advisor
Paresh Trivedi
Technology innovator with 36+ years of experience
Part of the core technical team of the world’s largest refinery in Jamnagar, Gujarat
Partner
Vishi Raju
Seasoned deal maker with more than 2 decades of experience in bringing best Investment and Private Banking Opportunities to UHNIs
Angel Investor and Mentor for Next Gen
.png)
Founding Member & Partner
Padmini BS
Diverse areas of expertise in core banking operations, portfolio & wealth management, business development, international operations over two decades
Head of Ops & Customer Success
Vinaya Kini
Passionate professional with over 12 years of experience collaborating with Operations
and Service teams in Investment & Wealth Banking and Family Office/ Investment
Advisory firms
.png)
Partner
Vishnu K
Vishnu K is a seasoned wealth advisor with 10+ years of experience in multi-asset investment strategies.
Partner
Deepti Sagar
Seasoned private banker with over 20+ years of experience serving clients in both Indian and international markets, leveraging an understanding of market dynamics to provide insightful and strategic inputs, ensuring optimal outcomes for clients.
.png)
Partner
Lal Krishnesh N S
PGDM graduate with Engineering degree ,very much fanatic about Wealth Management and love to Educate, Empower and Enlighten people about Personal finance to make them financially prudent.
Partner
Mr. Siddhartha Basu
Seasoned Banker with 30 years of wealth advisory experience having worked with ANZ Grindlays , Standard Chartered & Axis Bank across Geographies of East , South and West
.png)
Partner
Mr. Atmaban Ghosh
Seasoned Private Banker with 18 years in Wealth Management, formerly with Standard Chartered Bank and ICICI Securities Private Wealth.
Partner
Mr.Shiv Kant Sahu
Seasoned banking professional with 18+ years of experience across diverse financial services roles with results-driven mindset and a strong commitment to organizational excellence.
Partner
Mr.Debojit Mukherjee
Seasoned Banking Professional with 18+ years experience in Wealth Management, Private Banking & Portfolio Management of HNI,UHNI & Corporate, having Worked in Nuvama Wealth, JM Financial Services Limited, Axis Bank & ICICI Bank.
Partner
Mr.Ankit Gupta
Seasoned banker and Wealth advisor with more than 2 decades of experience at Standard Chartered, Axis Bank, Anand Rathi, Motilal Oswal & Centrum
Partner
Ms.Archita Choudhury
Refined banking professional with experience spanning IndusInd, Standard Chartered, HDFC, Axis, and ICICI. Delivering impact through insight, discipline, and execution.
.png)
Wealth Manager
Likhita Chepa
Driven finance professional with 6+ years of expertise in investment strategy, client advisory and financial analysis, with experience across portfolio management and client-facing roles.
Partner
Chandan Kumar
Seasoned banking professional with 13+ years of experience across IndusInd Bank, Standard Chartered Bank, RBL Bank & other reputed firms, specializing in wealth management, trusted client relationships & business growth.
Driven by Expertise, Dedicated to You: Our Story
Unien Financial was born from a shared belief: that wealth management should be a clear, collaborative, and deeply personal journey. As founders, Satya Bansal and Vishi Raju brought together decades of experience in investment strategy and financial planning. We witnessed firsthand the complexities and often impersonal nature of traditional wealth management. This inspired us to create a firm where genuine partnership, transparent communication, and a focus on your unique aspirations are paramount.
We believe that your financial success is intrinsically linked to understanding your story – your values, your dreams, and your challenges. That's why we take the time to listen, to truly understand your goals, and to build a tailored strategy that reflects your individual circumstances. Our commitment is to provide you with clarity, confidence, and unwavering support as you navigate the path to your financial future. We're not just managing your wealth; we're building a lasting relationship, one built on trust and a shared commitment to your success.