Meet Our Team

FOUNDER

SHALINI GERA

FOUNDER & PRINCIPAL OFFICER

Shalini Gera is the Principal Officer at Provitt Consultants and a Certified Financial Planner with over 15+ years of experience in financial planning and wealth advisory.
She is passionate about helping individuals and families make confident financial decisions through structured planning and unbiased advice.
Known for simplifying complex financial concepts, Shalini regularly shares her insights through investor education initiatives, workshops, and financial awareness sessions, empowering people to take control of their financial future.
Her client-first philosophy and commitment to ethical advisory continue to shape Provitt's culture of trust, transparency, and long-term relationships.

Core Team

KAJAL SAXENA

AVP – WEALTH & PROCESSES | PRINCIPAL CORE MEMBER

Wealth management professional with 9+ years of experience in financial advisory and process excellence.
Specialized in enhancing client experience through efficient wealth processes.
Plays a strategic role in driving organizational growth, execution excellence, and team coordination across key business functions.

ASHNA MARWAH

AVP – OPERATIONS, ADMIN & COMPLIANCE | PRINCIPAL CORE MEMBER

Operations and compliance professional with 5+ years of experience in administrative management and process governance.
Specialized in ensuring operational efficiency, regulatory compliance, and seamless organizational coordination.
Plays a key role in strengthening internal processes, execution standards, and day-to-day business operations across the organization.

SAMIYA HYDER

AVP - HR & CRM COE | PRINCIPAL CORE MEMBER

Strategic HR & CRM professional with 5+ years of experience in driving organizational growth through people strategy, process excellence, and culture building.
Expertise in compensation & benefits, policy ideation, employee engagement, and CRM process optimization aligned with business and workforce objectives.
Skilled in stakeholder management, operational efficiency, and building high-performance systems that enhance employee experience and support scalable business growth.

ROSY

TEAM HEAD - OPERATIONS

Strategic Operations Professional with X+ years of experience in driving business efficiency through process optimization, operational excellence, and seamless execution.
Expertise in cross-functional coordination, workflow optimization, and team collaboration to ensure efficient and seamless operations.
Focused on operational excellence, compliance management, and continuous process improvement to support sustainable business growth.

KANIKA SINGH

TEAM HEAD - HR

HR & People Management Professional with 5+ years of experience in driving talent development, employee engagement, and organizational growth.
Expertise in recruitment, performance management, and workforce planning to build high-performing teams.
Focused on fostering a positive workplace culture, strengthening employee relations, and supporting business objectives.

PRIYANKA SHAKYA

TEAM HEAD – INSURANCE

5+ Years of Experience. Leads the Wealth Protection vertical, ensuring clients have appropriate protection strategies aligned with their financial needs and long-term goals.
Focuses on protecting clients' income, family, assets and financial goals through a structured insurance planning approach.
Integrates insurance into the broader financial planning process to help clients protect the wealth they create and maintain financial continuity against unforeseen events.

SHAHEEN

TEAM HEAD - INSURANCE OPERATIONS & ADMINISTRATION

5+ Years of experience managing insurance operations, service coordination and administrative activities, ensuring smooth processes, timely execution and effective coordination across the organisation.
Oversees day-to-day operational requirements, internal coordination and service requests while ensuring accurate information and timely follow-ups.
Acts as a key point of contact for service-related queries, addressing operational challenges and coordinating with relevant teams to ensure efficient resolution.

SHILPI SHARMA

TEAM HEAD - CLIENT EXPERIENCE | PRINCIPAL CORE MEMBER

5+ Years of Experience. Leads the Client Experience team, overseeing lead generation, meeting alignment, execution and conversion while ensuring effective team performance.
Manages the client journey from onboarding to ongoing service, ensuring queries and requests are tracked, followed up and resolved within defined TATs.
Drives process improvements and coordinates across Clients, Wealth Managers, Sales and Operations to ensure seamless communication, efficient execution and a consistent client experience.

RIYA TIWARI

TEAM HEAD - MARKETING

5+ Years of experience. Leads the organisation’s overall marketing strategy, brand positioning and communication across digital and offline platforms.
Oversees the website, social media, content, digital platforms and product marketing initiatives.
Drives marketing campaigns, events, launches and creative projects from concept to execution.

ADVISOR

ABHISHEK KUMAR

ADVISOR & MENTOR

Abhishek brings over 15+ years of experience in wealth management and portfolio management across financial institutions.
He brings a data-driven and research-backed approach to financial decision-making, helping guide the team and strengthen long-term advisory practices.
His experience at ICICI Bank and HSBC has given him deep insights into mutual funds, equities, portfolio management and client-centric financial solutions.