Global Market leader in Asset Management for HNI
Fastest growth in asset with distinctive performance in industry
Transparency : Honesty and Transparency is the best policy.
Consistency : Strong believe in delivering consistent service first time, every time.
Punctuality : Time is more valuable than money. You can get more money but not more time.
Promises : Don’t promise what we can’t deliver, but try to deliver more than what is promised
Quality : Quality differentiates great companies amongst good companies
Customer Service : Price and products can be copied but a strong customer service culture can only be envied.
Expectation Setting : Set basic expectations and plan to supersede them.
Differentiation : Devise & offer distinctive competitive products. Not something what market has but something market doesn’t know it wants.
T H E T E A M
Head of Research & Development
Harshul Vohra originated TrendlineZ in 2010. It was his meticulousness, perseverance and thorough subject knowledge that he was able to put up a strong foundation of the firm. He is a Certified Research Analyst and a Certified Alternative Investment Manager® (AIM).
His financial market analysis ranges from identifying investment opportunities to strategizing portfolios across various asset classes. He is also a member of Association of International Wealth Management Of India.
Head of Risk Management/Operations
Jai Vohra ensures smooth and swift administrative and operational functioning of TrendlineZ. He works extensively on risk profiling of the investors and position sizing of the portfolio investments.
He developed a keen interest in Investing at an early age of 16. He is a graduate in B.Com (H) from Delhi University and an MBA in Banking and Finance from Manipal University.
He is a SEBI registered Research Analyst, a NSE Academy Certified Market Professional (NCMP) and a Certified Derivatives Professional (NCDP).
He co-founded TrendlineZ to inspire and empower Indian Investors to make educated financial decisions.
Head of Marketing/Sales
Arpit Arora takes care of the investor's interest at the forefront.
He concluded higher studies in Finance and Marketing from London to get a broader and global vision. With 7 years of International industry exposure in the Financial Services sector, Arpit was naturally inclined towards Research & Investing.
With a Vision to create a world class firm, he co-founded TrendlineZ to chase his passion.