Leadership Team
An experienced investment professional, providing trusted financial guidance to clients since 2006. With a career that began in 1999, Harshit, brings over two decades of expertise to the table, offering clients personalized strategies to achieve their financial goals. Certified as a Financial Planner, Trust and Estate Planner, Mutual Fund Distributor, and PMS Distributor, Harshit applies a holistic approach to investment decisions, ensuring comprehensive support for clients as they build, protect, and grow their assets.
Before transitioning to independent advisory work, Harshit built a strong foundation in sales, marketing, and retail assets, working with top organizations like Cipla, Nilkamal Plastics, Strategic Capital, and HDFC Bank. This blend of corporate and investment experience has shaped Harshit into a trusted, client-focused investment professional, known for delivering results with strategic insight and a deep commitment to client success.
With over 20+ years of experience in personal finance, Umesh Somai brings a unique blend of technical expertise and human touch to his role as a Certified Financial Planner. An engineer by education and a financial planner by passion, Umesh specialises in guiding NRI clients through the nuances of financial planning with sincerity, professionalism, and care. Known for his ethical and client-first approach, Umesh believes in offering honest, customised advice that helps clients make sound financial decisions. His ability to combine disciplined strategy with emotional intelligence allows him to create financial solutions that are both practical and reassuring.
At Wealth Wisdom Investech, Umesh plays a vital role in delivering value-driven, transparent, and future-ready financial strategies for individuals and families around the globe.
A seasoned Certified Financial Planner with nearly two decades of experience spanning financial planning, investment advisory, mutual funds, equities, and insurance. Since earning his CFP designation in 2013, Romil has been dedicated to empowering individuals and businesses to make confident, well-informed financial decisions. With a PG Diploma in Marketing and Finance, Romil blends sharp analytical insight with a deep understanding of client aspirations. His client-centric approach emphasises clear communication, holistic planning, and long-term relationship building. Romil excels at simplifying complex financial matters and aligning investment strategies with each client's personal and financial goals.
He is especially passionate about promoting financial literacy and enabling sustainable wealth creation. His consultative style and strategic perspective make him a trusted advisor for clients across various life stages and financial needs.
Risk Factors – Investments in Mutual Funds are subject to Market Risks. Read all scheme related documents carefully before investing. Mutual Fund Schemes do not assure or guarantee any returns. Past performances of any Mutual Fund Scheme may or may not be sustained in future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. All existing and prospective investors are advised to check and evaluate the Exit loads and other cost structure (TER) applicable at the time of making the investment before finalizing on any investment decision for Mutual Funds schemes.
We deal in Regular Plans only for Mutual Fund Schemes and earn a Trailing Commission on client investments. Disclosure For Commission earnings is made to clients at the time of investments. Option of Direct Plan for every Mutual Fund Scheme is available to investors offering advantage of lower expense ratio. We are not entitled to earn any commission on Direct plans. Hence we do not deal in Direct Plans.
AMFI Registered Mutual Fund Distributor | ARN-176981 | Date of Initial Registration: 16/03/2021 | Current Validity: 15/03/2027
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