About Us

WHO WE ARE

Welcome to Adhunik Finserve

We, Adhunik Finserve, are an Advisory Firm to cater all facets of financial services professionally managed by the domain experts having vast experience in the field of international finance, corporate finance, trade finance and retail finance.

At Adhunik Finserve, we assist to bridge the gap between what is and what could be by unlocking value and enable businesses to explore its full potentiality.

Our vision & mission that drive us towards excellence and innovation

Our Vision

Our vision is to position as a full fledged financial advisory services house offering one stop financial solutions to our clients including retail funding for their varied needs and requirements.

Our Mission

We are in the business of helping clients achieve financial success throughout their economic lives. We do so by focusing on the broad range of their financial needs and delivering quality services that truly fulfill those needs.

Our Capabilities

Managed by diversified team consisting of veteran CAs, MBAS, CSs and LLBS

Well connected with prominent fund houses (PE/VC); liaisoning with senior management of private, foreign and PSU Banks, financial Institutions, multilateral agencies (like ADB, IFC, DEG)

Associated with merchant bankers, legal counsels and other allied service providers

Overseas presence through associate in Hongkong, Singapore and London

Retail Loan Network and Infrastructure

Our Team

Meet With Professional Team

Santosh Sharma

Founder & CEO

Manisha

PGDM, Promoter

Khalid Shaikh

Associate Director

Amitabh Tripathi

Business Manager

Preeti Dubey

Business Manager

Our Business Associates

Business Partner

Ruwk Wealth Advisors Pvt. Ltd

205 Mehta Industrial Estate, Western Express Highway Andheri (E), Mumbai 400069

Professionals

JNSV & Co. LLP Chartered Accountants

Catering services in the field of Direct Taxation, Securities Laws, FEMA.

SDA Associates Chartered Accountants

Indirect Taxes, Financial and Legal due Dilligence

Company Secretary

Maurya & Associates

Statutory compliances of listed companies’, secretarial due diligence, liaison with Company registrar in adjudication cases.

Valuers

Hari Om Sarda

Registered valuer, Social Auditor, IFRS Certification

Merchant Bankers

Santosh Sharma
FOUNDER & CEO

Chartered Accountant and finance specialist with over two decades of experience in corporates and BFSI sector, particularly in large NBFCs and HFCs.

Held pivotal roles as GM Corporate Finance and Treasury Head, and CFO, contributing to
accelerated growth in balance sheet size, external rating, and overall company progress.

Raised funds exceeding Rs.60k Crore across a wide range of financial products, both
domestically and internationally.

Well-versed in the housing finance market and construction industry nuances due to senior
positions held in larger HFCs.

Proven expertise in debt, equity, and securitization, with an established network of
relationships with leading institutions such as LIC, MFs, FIs, Mutilates, Foreign Banks, PSU Banks, Private Banks, NBFCs etc.

Comprehensive understanding of financial markets, investment strategies, and risk management practices.

Known for devising innovative solutions tailored to the unique needs of clients and
organizations.

Poised to make a lasting impact in the realm of finance and beyond.

Manisha
PGDM, PROMOTER

She is a very young and dynamic results-driven management graduate with a passion for strategic planning, organizational development, and process optimization and very well acquainted with Financial analysis. Her experience helped her in understanding the objectives of the client and providing them objective orientated financial solutions.

During her job stint she developed and executed targeted marketing campaigns for new financial products; Analysed customer behaviour to refine marketing strategies and conducted market research to identify growth opportunities in untapped finance market.

Khalid Shaikh
ASSOCIATE DIRECTOR

Khalid embarked on his career journey in 2006 with Religare NBFC and other NBFCs in marketing and sales domain this extensive experience equips Khalid with a deep understanding of market dynamics, consumer borrowers behavior, and drive sales growth.

Since last few years he is playing of a seasoned entrepreneur in the field of sourcing and processing of Retail Loan . he served as a pivotal channel partner and Direct selling agent with many banks. He has taken the Retail loan distribution at new heights.

Khalid has cultivated a strong presence and established networks in the regions of Maharashtra and other part of India. Through years of engagement and relationship-building efforts, he has developed valuable connections with , industry leaders, and business partners across retail finance sectors.

Amitabh Tripathi
BUSINESS MANAGER

He is post Graduate in Management and Economics , He embarked on his career with a prominent South Korean automobile conglomerate, overseeing a broad array of responsibilities from sales operations to strategic development. He established a robust network of dealerships including fund raising and designing financial schemes that significantly contributed to the company’s distribution strength and bolstered the company’s market presence.

Over the past ten years he has been working independently as a financial advisor using skills of fundraising by securing capital for diverse clients via debt or equity channels, with financial strategizing for businesses across multiple industries being his primary area of proficiency.

Preeti Dubey
BUSINESS MANAGER

Commerce graduate with nearly 15 years of experience in retail and consumer lending. Successfully led a team in securing retail funds and demonstrated exceptional revenue growth. She is Known for building lasting client relationships and strategically driving sales with consistent results. Possesses an extensive professional network across India.