SKU is a gathering of experienced, professional minds who believe in making a difference in clients’ lives. Having worked with a few of the largest Wealth Management outfits in India and with a cumulative experience or more than 30 years we decided to create this outfit with the mantra and name – Strategy, Knowledge & Utility.
For most part, the current system is a Product – led, Sales driven approach with very limited or at times no understanding of the Client, their goals, aspirations, financial status, contingencies, liabilities and many such factors that have a telling impact on Financial planning and therefore the outcome.
We do not advocate any specific products, schemes or companies. All we promote is the need for a fresh look at Financial Planning, with an unbiased, strategic approach and in doing so, effectively and efficiently address the Client’s long-term, medium-term and even short-term goals.
Management Team
Shardul has more than 12 years of experience in Banking, Relationship Management, and Wealth Advisory. He has previously worked with ICICI Bank, Citigroup, Edelweiss and HDFC. His rich experience ranging from being a Wealth Advisor to managing team of advisors coupled with strong analytical skills, Shardul is responsible for the overall Strategy and guiding the long term vision at SKU.
Kunaall has an experience of more than a decade in Wealth Advisory and has previously worked with Citibank & Edelweiss. With his unending passion towards equities and identifying key trends in the market, he brings in the Knowledge aspect at SKU in designing portfolios for the clients.
Ujjwwal is the co-founder at SKU. He has a diversified experience ranging from Equities to Real Estate of more than 10 years & has worked with India bulls & Emaar MGF previously. He is a people’s person and excellent at building long term relationships with clients & associates. He brings in the Utility aspect at SKU for tie-ups with companies/associates on the product side.
