People

We are bootstrapped with the personal investments of Puspendu Datta, SEBI RIA (INA000017213).

Puspendu is a Chartered Alternative Investment Analyst (C.A.I.A), with over 20 years of experience in financial services, across Insurance, Asset Management and Private Wealth Management. He is an alumnus of IFMR Graduate School of Business (KREA University) and St. Xavier’s College (Kolkata).

Details of Puspendu’s credentials are as follows;

https://www.linkedin.com/in/puspendu-datta-b15249a

It wasn’t an easy decision for Puspendu to walk away, silently. Neither, was it unplanned. The purpose of creating “another” wealth management practice, when there are so many of them all-ready, is to offer a platform, that consciously attempts to avoid the following;

• Rent Seeking behaviour
• Iatrogenic’s – Unnecessary intervention
• Speculative decision making

We are focussed on addressing two core issues that affect the wealth management practices today;

• Mis-pricing of risk in client portfolios
• Alignment of interest with client

“First do no harm” is the first principle of our practice. We are emotionally and financially prepared to stay loyal to this cause and do everything in our capacity to keep our clients away, from the path of harm.

Connect with Puspendu directly at puspendudatta@wiarawealth.com