A highly respected veteran banker, Mr. H. N. Sinor is Chairperson of Universal Trustees. With a career that has shaped India’s financial landscape, he has held pivotal roles, including Joint Managing Director (JMD) of ICICI Bank and former Chief Executive Officer (CEO) of both the Indian Banks’ Association (IBA).
Mr. Pradip Shah holds an MBA from Harvard Business School and was ranked 1st in India’s Chartered Accountancy exam. He served as the Founder Managing Director of CRISIL (India’s first credit rating agency), assisted in founding HDFC in 1977, and worked as a consultant to USAID, the World Bank.
A Chartered Accountant with over 22 years of experience in the Banking and Financial Services sector, he played a notable role in establishing ICICI Bank’s Wealth Management brand during its early stages. With expertise in NRI affairs, forex operations, and digital adoption of financial products across India.
A distinguished Chartered Accountant with over five decades of expertise in taxation, FEMA regulations, corporate law, and cross-border structuring. Renowned for advising multinational corporations, high-net-worth individuals, and family businesses on complex financial and regulatory matters.
A visionary leader in the financial sector, Mr. Sridhar has held leadership roles, including Chairman & Managing Director of Central Bank of India and Chairman of the National Housing Bank. Renowned for spearheading transformative banking reforms and advancing housing finance initiatives.
Mr. Udayan, a seasoned partner at one of India’s foremost law firms (Khaitan & Co), possesses extensive expertise in corporate law, mergers and acquisitions, and financial advisory. As a dedicated Member of the Bar Council of Maharashtra and Goa, he has consistently contributed to strengthening legal practices and fostering professional integrity in the region
Associated with multiple companies and known for his corporate leadership holding key positions like Managing Director at Rajesh Malleables Limited since 1981 and Director at Universal Trustees Private Limited since 2018. He also leads Archman Exim Private Limited and serves as Director in Evergreen Manufacturing.
A highly respected veteran banker, Mr. H. N. Sinor is the Chairperson of Universal Trustees. With a career that has shaped India’s financial landscape, he has held pivotal roles, including Joint Managing Director (JMD) of ICICI Bank and former Chief Executive Officer (CEO) of both the Indian Banks’ Association (IBA).
Mr. Pradip Shah holds an MBA from Harvard Business School and was ranked 1st in India’s Chartered Accountancy exam. He served as the Founder Managing Director of CRISIL (India’s first credit rating agency), assisted in founding HDFC in 1977, and worked as a consultant to USAID and the World Bank.
A distinguished Chartered Accountant with over five decades of expertise in taxation, FEMA regulations, corporate law, and cross-border structuring. Renowned for advising multinational corporations, high-net-worth individuals and family businesses on complex financial and regulatory matters.
S. Sridhar, is a distinguished Indian banker of about fifty years professional experience in commercial and development banking. He was Chairman and Managing Director of Central Bank of India and earlier of National Housing Bank, India’s mortgage regulator, then fully owned by Reserve Bank of India. He also worked with State Bank of India, India’s largest commercial bank and Export Import Bank of India where he was the Executive Director for five years.
Sridhar is widely acknowledged to be an innovative, market oriented banker and strategic thinker having provided transformational leadership to the organisations he led. During his tenure, Central Bank of India achieved historic highs in terms of market capitalization, profitability, business growth, technology, HR policies. During his tenure in NHB, a number of new initiatives were launched such as registration of a new genre of affordable housing finance companies, NHB Residex, Rural Housing Fund, electronic registry for mortgages CERSAI, Reverse Mortgage for senior citizens, housing microfinance etc. He also contributed significantly to public policy formulation.
Mr. Dileep C. Choksi, a leading Chartered Accountant by profession, has over 35 years of experience. He is also qualified as a lawyer and a cost accountant. His areas of specialization include tax planning and structuring for domestic and international clients, corporate restructuring turnaround and change management strategies.
He advises some of India’s largest business houses on various strategic matters and multinational clients on cross-border structuring and family succession and on wills and trusts.
In addition to the above Dileep Choksi is a STEP professional who has advised families in their constitution of various trusts including charitable trusts and in the drafting of wills.
Mr. P.R. Barpande, a Chartered Accountant, was Audit Partner of Deloitte Haskins & Sells & C.C. Chokshi & Co.; has a wide experience of serving domestic and international clients such as Lupin, Mahindra, Hexaware, Jet Airways, John Deere, Bridgestone and Tech Mahindra etc. as an Audit Engagement Partner. He was actively involved in reformatting accounts to US GAAP / IFRS for major domestic and multinational companies and some Indian banks and is also Independent Director in some of the listed and private companies.
Mr. P. H. Ravi Kumar is an ‘Honorary Fellow’ of The Chartered Institute for Securities & Investment, UK. He has over 46 years of professional experience in the banking and finance sector including 22 years of service at the Bank of India and 12 years at ICICI Bank.
He has also worked with NCDEX for five years and four years with Invent Assets Securitisation and Reconstruction Private Limited. He has been the chairperson of Bharat Financial Inclusion Limited (formerly known as SKS Microfinance Limited) and was also the former non-executive chairperson of Vastu HFC, a housing finance company, which focuses on affordable housing for the middle and the low-income groups.
Associated with multiple companies and known for his corporate leadership, holding key positions like Managing Director at Rajesh Malleables Limited since 1981 and Director at Universal Trustees Private Limited since 2018. He also leads Archman Exim Private Limited and serves as a Director in Evergreen Manufacturing.
A Chartered Accountant with more than two decades of career dedicated to advising Ultra HNI families on Wealth Management, NRI, Asset Protection, Estate & Succession planning and forex / cross-border matters. Besides, Ashish is also a qualified Company Secretary and holds a Postgraduate Diploma with specialization in Treasury & Forex.
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