About Us | Unien Financial Advi

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

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

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.

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.

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.