Mr. Yuvraj Thakker has a Masters in Science Finance specializing in Derivatives from the Bentley University, Massachusetts, USA. He has been trained in various management concepts from various institutes of repute.
After the demise of his father, he focused fully on the technological aspect and carved out a niche to focus on scalability of the business model while keeping the clientele at the focal point. He enabled the enterprise to branch out to verticals like advisory Portfolio Management, Non-Banking Financial spectrum, Fin-Tech etc.
As the Managing Director, he has played a major role in the progressive growth of the firm in the recent years. His rich experience and professional qualifications have helped the organization to emerge as one of the finest financial organization in India in a very short period of time.
He has instilled cutting edge technology while maintaining intact the strong cultural values instilled by his father. The Group benefited from his value-based financial wizardry and has hence witnessed manifold growth in the financial sector.
Before joining the Board in 2008, he has held managerial positions in the company. He possesses diverse experience of over 20 years in the financial services sector. He has been in charge of numerous functions in BP Wealth and has been instrumental in acquisition of NSE membership and rebranding & consolidation of the BP Wealth group.
Sandeep Jain is the head of operations.He has been a part of the BP Wealth journey for the past 10 years. Before joining this organization, he was associated with top Broking Firms. Having good operational expertise, he has been a driving force for all the operation activities across the organization. He is a qualified Chartered Accountant.
Mr. Ketan Jain is the senior Vice president of marketing and sales department .He has been a part of the BP Wealth journey for the past 20 years. His immense contribution to the organization has led to a strong client base which in return has led to an increase in the number of satisfied customers. He has been instrumental in formulating various marketing and sales strategies which has built a strong brand of BP Wealth. He Joined the organization as a sub broker and eventually joined in as the Senior Vice President of marketing and sales .
Nearly a decade of experience in Research and Investment and advised a large number of Indian businesses across sectors on various capital market and advisory transactions. He is a Chartered Accountant He also actively contributes to TIMS and Liaison with Square Point, UK (hedge fund). Mr. Swapnil has built a strong fundamental research team for BP Wealth since 2015.
Mr. Hansraj Modi holds over a decade long experience in financial services and capital market. He is Heading Technical research desk looking after Institutional and Retail research of BP wealth since 2012. He has the expertise in preparing daily/weekly/monthly reports and generating ideas for short/long term as per client requirement. Mr. Hansraj has CMT(MTA, NY), Ms- Finance, M.Com in his academic qualification list.