We have divided ourselves into three groups/divisions :
Our Team Structure
We are a bit of oddballs
Our Client Relations team does not have a sales target. Why is that? Are we altruistic? Not really. We are participants in capitalism and believe in creating a sustainable business. However, it came from our experience working in large wealth management institutions. The monthly sales target was at the core of the product focus that works against the clients.
Instead, we have an Engagement target. We measure how often and deeply we engage with our clients. We strongly believe this takes care of the business in the longer run. In the business of managing money, I can’t have short term vision, while preaching long term to our clients. Obviously, we can only run this while remaining boutique
Our Team Structure
We are trying to model BuckSpeak as a law/ Accounting firm. With each Client Relations personnel eventually becoming a Partner in the firm. In fact, we are extending it beyond. Each key and deserving team-member receives fractional ownership at the firm. Again, the attempt is to have a longer-term vision. We don’t claim to have figured it out entirely, but we are enjoying the process of creating, what is, a not-so-common approach in our industry
Meet the Team
Subir Jha
Client Relations
Subir is an experienced personal finance professional with more than 17 years of experience working in the wealth and financial consulting.
Know More
Srivatsa Jayanti
Client Relations
Sri comes with 10+ years of experience across banking, investment advisory, personal finance, and wealth management with clients across geographies.
Know More
Vivek Rathi
Client Success Team
A professional with a unique blend of expertise in sales, operations, and a budding interest in finance and wealth management. Vivek has a keen eye for detail to every task.
Know More
Sneha Khammampalli
Research & Analysis
Sneha started her professional career at BuckSpeak & has grown alongside the firm.
Know More
Pruthvi Raj Chauhan
Client Success Team
Passionate about consistently delivering highest standards of service.
Know More
Gongala Venkata Sai Sarvani
Business Analyst
Gongala Venkata Sai Sarvani is a new ‘MBA’ in the field of personal finance.
Know More
Want to be a part of our boutique team?
Send us your resume at careers@buckspeak.com
Subir Jha
Team: Client Relations
BuckSpeak Vintage: 2009
Subir is an experienced personal finance professional with more than 17 years of experience working in the wealth and financial consulting, with clients in India and across the globe. Subir is passionate about working alongside affluent families to ensure their financial well-being. He is a keen student of behavioural science. He believes nothing is more important than perseverance in life as well as in portfolios
Outside his office, he is passionate about staying fit and living a healthy life. He is an amateur runner and cricketer. He loves coffee, food, music, movies, travel and podcast ( and in that order on most days)
Srivatsa Jayanti
Team: Client Relations
BuckSpeak Vintage: 2020
Sri comes with 10+ years of experience across banking, investment advisory, personal finance, and wealth management with clients across geographies.
He started his career with banking and as his interest developed in personal finance, he paved his way toward wealth management and financial advisory. He believes in having a disciplined approach to personal finance. In your journey towards financial well-being, you will always find him quietly in your corner.
In his personal life, he is passionate about cars and food. You will find him listening to music, reading, or spending time with his daughter in his leisure time.
Vivek Rathi
Team: Client Success Team
BuckSpeak Vintage: 2023
A professional with a unique blend of expertise in sales, operations, and a budding interest in finance and wealth management. Vivek has a keen eye for detail to every task. He believes in the power of patience, perseverance, and discipline to build a robust portfolio
He is growing into as a fitness enthusiast who finds peace and strength in the gym. A self-proclaimed foodie, he enjoys exploring culinary delights and savouring new flavours. At BuckSpeak, we he is also our CLO ( Chief Lunch officer). When it comes to entertainment, Vivek loves crime thrillers, finding thrill in unravelling mysteries on the screen. Driving and dancing, both get him into his groove.
Sneha Khammampalli
Team: Research & Analysis
BuckSpeak Vintage: 2017
Sneha started her professional career at BuckSpeak and has grown alongside the firm. She is instrumental in providing the cutting edge research and analysis for clients, helping create process and risk aligned portfolios She also help to formulate the Client’s financial roadmap and investment strategy.
Outside office: she enjoys travel and listening to music
Pruthvi Raj Chauhan
Team: Client Success Team
BuckSpeak Vintage: 2015
Passionate about consistently delivering highest standards of service. With rich experience of more than 9 years in financial services, he understands the value of great customer service. Patience and deep understanding of regulatory compliance are his true hallmark
Outside office: Spirituality, movies and food are his area of interest
Gongala Venkata Sai Sarvani
Gongala Venkata Sai Sarvani is a new ‘MBA’ in the field of personal finance and she wants to build her way into helping people fulfill their financial goals and ensure their financial well being. Her interest lies in understanding how behavioural finance works in real world. She believes that in life persistence and consistency are a key to growth be it habits or wealth.
An amateur photography and yoga learner, classical singer and a newbie true crime podcast buff. A cup of filter coffee and a book is how she starts her day. Coffee, Chocolates and Conversations is what she wants every day