Wishram Wealth Architecture
✦ SEBI Registered · Fee-Only · Mumbai · Over 20 Years of Trusted Wealth Advisory ✦
Our Team

The people entrusted with your financial future.

Every Wishram client is served by a dedicated core team — not a rotating roster of advisors, but consistent senior professionals who invest in knowing you deeply.

Indian financial advisors in professional consultation
Fiduciary · People-First · Integrity
Senior advisors with deep roots in India's financial ecosystem
Our Model

The dedicated core team approach

At most firms, your advisor changes every few years. At Wishram, you have a named team of three senior professionals who stay with you for the long term.

This model is not scalable in the traditional sense — and that is intentional. We limit client intake to ensure every team has the bandwidth to serve each family with the depth and attention they deserve.

1

Lead Advisor

Your primary relationship manager and portfolio strategist. Chairs all your quarterly reviews and is reachable directly.

2

Research Analyst

Dedicated to monitoring your portfolio, conducting due diligence, and surfacing opportunities specific to your architecture.

3

Client Associate

Manages operational matters, documentation, and ensures seamless execution of all investment and administrative decisions.

Leadership

Guided by experience, driven by conviction

Our founding team brings together decades of experience in private wealth management, institutional investing, and financial planning.

VijayFounder

Vijaydurai Nadar

Founder & Managing Director

Vijaydurai Nadar is a financial professional and entrepreneur with over two decades of experience in Wealth Management, Banking, Financial Services, and Business Operations. He began his career with Deutsche Bank in the Wealth Management division and later gained further expertise at HDFC Bank. He holds a BMS from Ratnam College and an MBA from SIES College, Sion, and is certified by both IRDA (Insurance) and AMFI/SEBI (Mutual Fund Distribution). Under his leadership, Wishram Wealth Architecture delivers Wealth Management, Mutual Fund Distribution, Insurance Solutions, Loan Assistance, and Financial Planning & Advisory Services.

20+ Years in Wealth Management, Banking & Financial Services
Ex-Deutsche Bank & HDFC Bank — Wealth Management
IRDA Certified (Insurance) & AMFI/SEBI Certified (Mutual Funds)
YogeshPartner

Yogesh Khatri

Partner & Head of Investment Strategy

Yogesh Khatri is a distinguished financial professional with proven expertise in financial planning and personal finance, complementing over 20 years at the helm of leading financial institutions. Known for sharp analytical thinking and highly effective advisory skills, Yogesh brings a rare combination of strategic leadership and client-first counsel — helping individuals and families navigate complex financial decisions with clarity and confidence.

Proven Expertise in Financial Planning & Personal Finance
20+ Years in Senior Leadership at Financial Institutions
Strong & Effective Advisory Skills
ShriramPartner

Shriram Rajput

Partner & Head of Planning & Tax

With over 15 years in wealth management, Shriram brings rare institutional depth to every client relationship. He has held senior leadership roles at India's most respected private wealth platforms and has worked alongside Deena A. Mehta — the first woman president of the Bombay Stock Exchange — bringing an exceptional pedigree of market insight and client stewardship to Wishram.

Ex-Associate Director, HDFC Bank Private Wealth
Ex-Cluster Head, Motilal Oswal Private Wealth
Worked with Deena A. Mehta, First Woman President — Bombay Stock Exchange
Our Team

The people behind your financial journey

Meet the dedicated professionals at Wishram Wealth Architecture — each bringing focused expertise and a commitment to serving our clients with care, consistency, and integrity.

Dinesh Nadar

Dinesh Nadar

CEO (Chief Executive Officer)
Aishwarya

Aishwarya

Head of Sales Ops and After Sales Service
Pratik

Pratik

Head of Customer Relations
Nilesh

Nilesh

Relationship Manager
Kavya

Kavya

Marketing Manager
Dhinesh

Dhinesh

Marketing Manager
Devanayagi

Devanayagi

Human Resources (HR)
Sudhakar

Sudhakar

Head of Information Technology (Head of IT)
Niharika

Niharika

Relationship Manager
Tanu

Tanu

Relationship Manager

What unites our team

Client-Centricity

Every member of our team measures success by one metric: the financial wellbeing of our clients.

Intellectual Rigour

We are voracious readers, thinkers, and learners. Markets punish complacency; we stay relentlessly curious.

Integrity

We say what we mean and do what we say. Our reputation is built on honesty in every interaction.

Long-Term Thinking

We think in decades for our clients, and in generations for the firm. Short-termism has no place here.

Meet your future advisory team

We'd love to introduce you to the Wishram team in a confidential, no-obligation conversation.

Connect With Us

Your Relationship Managers

Reach out directly — no middlemen, no call centres.

Aishwarya A

Aishwarya

Advisor
Wealth Management
Niharika N

Niharika

Advisor
Investment Strategy
Pratik P

Pratik

Advisor
Portfolio Management
Tanu T

Tanu

Advisor
Financial Planning