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Mr. Deepak JaggiDeepak has over 30 years of experience in building retail businesses in financial services that has included his stint in Private Banking, Life Insurance, PMS and Mutual Funds. Worked in organizations like Kotak Securities, Zurich Mutual Fund, HDFC Life Insurance and Deutsche Mutual Fund. His last assignment was with PGIM Mutual Fund as an Executive Director and Head of Retail Sales pan India. He has also authored articles on Wealth Management, Wealth Preservation and need for Estate Planning for investors. Deepak is MBA in Finance & Marketing and holds Bachelor's degree in Computer Science from Pune University.
Mr. Sanjib ParhiSanjib has over 30 years of experience, building retail distribution in insurance, financial services, institutional sales and managing wealth for HNIs. Worked in various organisations like HDFC Life, Financial Technologies, Motorola (Page Point), Ion Exchange and Timeshare industry. His last assignment was with HDFC Life as an Associate Vice President where he worked for 15 years in managing retail agency distribution. Sanjib has done his management (DMM) from NMIMS Mumbai University.
Mr. Jayasimha ASAt SATCO WEALTH, Mr. Jayasimha brings over 37 years of deep expertise in the finance industry, significantly strengthening the firm’s advisory and corporate governance framework. His strategic insight and leadership add immense value to the company’s long-term vision and client-focused approach.
He is also the Co-founder and Director of Capvirgo Insurance Broking & Services Pvt. Ltd., and Co-founder of the investment distribution firm Green Arrow Fortunes. His career includes senior roles in both public and private sectors, notably with LIC and as a founding member of HDFC Life, where he played a vital role in building one of India’s leading private life insurers.
During his time at HDFC Life, he led major transformational projects alongside firms like McKinsey, BCG, Deloitte, and TCS. A keen market observer and avid reader, Mr. Jayasimha blends operational experience with strategic vision, offering a unique perspective on investments from both the inside out and outside in.
Download Corporate ProfileA Hindu Undivided Family (HUF) is a separate tax entity that can help families plan income and investments more efficiently. We guide you from forming the HUF to investing in its name.
Declare the Karta and members
Apply for a separate PAN
Open an account in the HUF's name
Complete KYC and invest for the HUF
An HUF is formed by a Hindu family (including Jain, Sikh and Buddhist families) whose members descend from a common ancestor, together with their spouses. It is assessed separately under the Income Tax Act, with its own PAN and its own basic exemption limit.
The senior member who manages the HUF's affairs and signs on its behalf.
Members by birth, including daughters since 2005, who hold a share in HUF property and can seek partition.
Others, such as spouses, who belong to the HUF but are not coparceners.
Keep these handy for a smooth start. We never ask for your full Aadhaar number; a masked copy is enough.
Talk to your relationship manager or start online in minutes.
Tax benefits depend on prevailing laws and individual circumstances. Please consult a tax adviser before forming an HUF.
AMFI Registered Mutual Fund Distributor – ARN: 159693 | Validity from 05/02/2025 to 04/02/2028
AMFI Registered SIF Distributor – ARN: 159693 | Validity from 04/11/2025 to 03/11/2028
APMI Registered PMS Distributor – APRN00623 | Validity from 18/02/2025 to 17/02/2028
AIF Distributor
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