Shiraj Jacob
He is the Mentor & Co-founder of Money Tree Advisory Services. He has acquired significant experience in banking and financial service across the Middle East and Indian markets . He brings with him an experience of 18 years , mainly in Retail Banking , Business Development , Insurance , Real Estate and Infrastructure sectors . Prior to this , he was the Head of Muthoot Group based in Dubai and was instrumental in setting up business for Muthoot in UAE, Kuwait and Bahrain.
He has also worked with Standard Chartered Bank , ICICI Home Finance and HDFC Life and is also certified in Private Equity and Capital Market Financing from IIM Banglore. Shiraj believes that people don’t plan to fail they just fail to plan. His interest in investing led him to be a successful advisor. He has travelled extensively across the globe and is a passionate photographer
Rojan D Tharayil
He is the Co-founder of Money Tree Advisory Services . He brings with him an experience of 16 years, in FMCG and financial services. He has worked with Kurl-on Ltd, Weizmann Home Finance and HDFC. He was rated the best Sales Manager in the state Level and zonal level, in HDFC. He is a certifiedChartered Wealth Manager from American Academy of Financial Management, approved by SEBI and is valid in 151 countries.He is also certified in Executive Managerial Programme fromIIM Calcutta. He is an active sports person and has participated in various marathons.
Renjish M C
He is the Co-founder of Money Tree Advisory Services. He brings with him an experience of 12 years in Telecom, Retail finance and Insurance sector. He is a Million Dollar Round Table Achiever and is CertifiedChartered Financial Goal Planner from American Academy of Financial Management.His extensive exposure to the working of international markets helps him to clearly understand the global perspective of investors. He has travelled to Switzerland, Netherlands and Middle East as reward and recognition of various organizations. He is an active sports person and is passionate about swimming.
VIVEK SHENOY
He is the Independent Advisor of Money Tree Advisory Services.Vivek has 28 years’ experience in the realm of assurance, risk management and corporate finance advisory services and, also has CXO level experience with corporates, predominantly in the financial services sector. Vivek has been recognized for building efficiencies in business processes, advising on sustainable business models, and thus helping the organization achieve its stated goals in growth and rapid turnaround environments. He was chosen as the Risk Manager of the Year at the maiden India Risk Manager Awards conducted by ET Now and ICICI Lombard in March 2014
Nirmal Shah
He is the Independent Advisor of Money Tree Advisory Services.Nirmal is an is experienced finance professional with expertise in negotiations, mergers and acquisitions, private equity investments and advisory. He has wealth of experience in advising, evaluating and investing in assets/companies across India, GCC and Europe. He has worked across cycle of transaction such as business origination, deal evaluation, financial analysis, deal presentation to investors, negotiations, investment structuring and Monitoring.
Most recently Nirmal was associated with Ryan International Group of Institutions as head of global business and corporate strategy. He has worked with in India and GCC with leading corporate houses and investment banks such as JM Morgan Stanley, SBI Capital Markets, Global Banking corporation in various investment, advisory roles.
Nirmal is qualified Chartered Accountant from India and Chartered Financial Analyst from CFA Institute USA
