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About us

At Right Horizons, we believe that wealth management should do more than achieving short-term financial goals. It should secure a comfortable future for you and your loved ones. This principle makes us take a holistic approach to your financial life, considering all aspects including investments, insurance, taxes, retirement planning, and estate planning.

Whether you are an individual, family, or business owner, we have the expertise and experience to help you navigate the complex world of finance to reach your goals.

Our Portfolio Management Services provide a range of proven strategies across risk levels, backed by in-depth research and a rigorous selection framework.

We aim for exceptional customer service, designing every process from onboarding to reviews, to be transparent & accessible.

Our clients see us as a trusted advisor, partnering them on the journey to financial success and security. We work every day to live up to this trust.

BOARD OF directors

ANIL REGO

Managing Director & CEO

ANIL REGO

Managing Director & CEO

An Investment Professional, Entrepreneur, and Writer, Anil Rego was with the Finance Department of Wipro Technologies and has worked in the areas of Business Planning and Mergers & Acquisitions. He is the Founder & CEO of Right Horizons Group, and his aim is to assist people achieve their financial goals and enjoy financial freedom. A mission that is close to his heart, having accomplished it himself at the early age of 30. Anil is a strong proponent of investor empowerment through education and awareness on personal finance. He is a well-known and respected figure in the personal finance industry, a regular invitee as an expert on leading business channels like ET Now and CNBC TV18 business and a prolific contributor to articles for mainstream finance & business publications.Anil is a qualified CFA (ICFAI) and holds a post-graduate degree in finance.

RACHNA REGO

Director

RACHNA REGO

Director

Rachna Rego has over 30 years of varied and rich experience in the corporate world. She has spent nearly 14 years working for Wipro and later Infosys; as part of their delivery and account management teams, where she handled key clients in the US, Europe, and the Australian Region. Rachna has been with Right Horizons since 2008 and has worked in functions like Research, Financial Planning, Training, Compliance, Quality, Process, and IT implementation. Rachna’s passion is to educate people and increase financial literacy in India. She is active across platforms (online and offline), delivering lectures on topics relating to Information Technology, Human Behavior, Investments, and Tax planning.

RAMESH EMANI

Director

RAMESH EMANI

Director

A recognised tech and business leader, Ramesh Emani comes with extensive international experience and knowledge of global businesses across the US, Europe and Asia. He has worked with companies in over 25 countries. Ramesh is a much sought-after mentor and helps startups to scale. Currently, he serves on the board of a US-based healthcare tech services company and an India-based product engineering services company. He specializes in founding and growing large businesses, IT Outsourcing, Product Engineering Outsourcing and Indian Healthcare. An avid traveler, he also volunteers with an NGO.

DEENAZ DAMANIA

Director

DEENAZ DAMANIA

Director

Deenaz Damania is the owner and director of Synergy Consultants, a management consultancy specializing in the fields of Consumer Behaviour, Research, and Brand Strategy. She is also attached to the Tenerife Centre for Counseling and Personal Growth, offering online and in-person psychotherapy sessions, for clients across the world and in India. As a trained therapist and counselor, Deenaz helps create a safe, confidential, and non-judgmental space to help people deal with stress, anxiety, and feelings of low self-worth, and resolve issues that affect their ability to lead a happy, fulfilling life, at a personal and professional level. She holds a Ph.D. in Social Work/Social Sciences.

SHANKAR JAGANATHAN

Director

SHANKAR JAGANATHAN

Director

A passionate student of Corporate Governance & Sustainability, Shankar Jaganathan has over three decades of experience in the corporate, start-up, academic and social sectors. He has been associated with organizations like Wipro, the Azim Premji Foundation, Oxfam India, Indian Institute of Science, Dept Of Management Studies and CimplyFive. Prior to April 2023, he was the Founder & Chief Executive of CimplyFive Corporate Secretarial Services, the pioneer and leader in Corporate Secretarial automation solutions like BLISS, an SaaS based software. CimplyFive was acquired by Cleartax in June 2022. Shankar serves on the board of several companies as Non-Executive Director and consults for select organizations as well. He has authored two books: Corporate Disclosures 1553-2007: The Origin of Business & Financial Reports published by Rutledge and The Wisdom of Ants: A Short History of Economics published by Westland. He is a Chartered Accountant and a Law Graduate.

RAVI SHARMA

Director

RAVI SHARMA

Director

Ravi Sharma is an experienced Financial Planner specializing in Superannuation, Investments, Retirement and Risk advice. He is also an advisor to small and medium enterprises. Ravi’s long corporate career spans various industries and geographies. A versatile thinker and analyser, he is a keen learner who regularly updates skills and knowledge.

Leadership Team

ANIL KUMAR

Sr. Vice President

ANIL KUMAR

Sr. Vice President

Anil is an investment management expert with an exceptional career spanning over 17 years, possessing a diverse range of skills such as Wealth Management, Customer Relationship Management (CRM), Asset Management, and People Management. He also excels in communication and relationship building, effortlessly forging strong ties with clients, colleagues, and vendors. As a capable leader and motivator, Anil has a talent for guiding teams and cultivating a culture of excellence.

VIJAY CHAWLA

Sr. Vice President

VIJAY CHAWLA

Sr. Vice President

Vijay has over 25 years of demonstrated Sales / Business Development experience within the financial services industry mainly Private Banking / Wealth Management having worked for reputed Banks (such as American Express Bank/Standard Chartered Bank, BNP Paribas), wealth management and stock broking firms based in the Middle East (primarily Dubai) and India region.

SUNIL KAWARIYA

Head - Private Wealth & NRI Services

SUNIL KAWARIYA

Head - Private Wealth & NRI Services

Sunil Kawariya is Head of Private Wealth & NRI Services at Right Horizons. He is having more than 13 years of experience in the wealth management industry and helping Investors and family offices to create wealth and achieve their personal Financial Goals. You will find him across platforms (online and offline), delivering lectures on areas of personal Finance & NRI.

DATTATREYA B K

Family Office Specialist

DATTATREYA B K

Family Office Specialist

Wealth advisor with over 15 years of experience in investment research and wealth advisory, specializing in Business exits, Family offices, and UHNI wealth advisory. My investment advice is unbiased, prudent, well-researched, and tailored to the client's specific needs across various asset classes. I take into consideration a client's risk profile, growth, % allocation, and other relevant parameters that are tailored to their ability to take risks and grow their assets while keeping liquidity and minimizing tax impact in mind. My investment recommendations are primarily focused on achieving personal goals and planning. Specialties: Wealth Management, People Management, Investment Research, Capital Markets, Business Strategy, Global Projects management.

NIBHA VALSAN

Team Lead - Financial Planning & Analysis

NIBHA VALSAN

Team Lead - Financial Planning & Analysis

Nibha has over 9 years of experience in the portfolio management industry dealing with various Financial products and services. Having a degree in Btech electronics & communication and a master's degree in MBA Finance and marketing. Specialties: Financial Planning & Analysis, Portfolio Management, Client Handling, Solving Tax Queries.

JUDE FELIX

Sr. Project Manager

JUDE FELIX

Sr. Project Manager

IT professional with over 18+ years of experience and has a proven ability in managing End-to-End IT projects, managing Internal Automations, Handling & managing both Internal and Outsourced Project life cycle, and significantly devising project management strategies as per the prescribed requirements.

DOLLY AGRAWAL

Head - Finance

DOLLY AGRAWAL

Head - Finance

Dolly is a Qualified Chartered Accountant with over 10 years of experience in Taxation, Audit, Regulatory Matters and Accounts. She holds Masters of Commerce degree and is Fellow Member of ICAI. She is certified in Information System Audit, Concurrent Audits and Goods and Service Tax.

THE RIGHT
OF start


At our Christmas party, Team RH not only gets the chance to join in, connect, and interact with the kids, but also experiences the joy of giving back, infusing the celebration with a sense of purpose and unity that goes beyond the festivities.

THE RIGHT
OF start


The right to prosper is a universal right and it starts with access. The Right Horizons Foundation works to provide quality education to the underprivileged which we believe is the best way to transform the fortunes of an entire family.

We believe that education is a powerful tool for creating positive change in communities and transforming the fortunes of entire families. The Right Horizons Foundation is the result of this philosophy, established to support education initiatives among the underprivileged.

One of the foundation’s key initiatives is our partnership with Loyola School, Bengaluru. Over the years, we have been able to raise funds and provide financial assistance over 255 students from disadvantaged backgrounds, enabling them to receive the quality education necessary to create a better future. We are proud of the impact that our Foundation has had on the lives of those we serve, and we look forward to continuing our work in the years to come.The RH family extends its gratitude to our clients and patrons for their support to educate and uplift the families of our students.

INR 2500+
Crores of AUM

60+
Employees

6 Branches
across India

20 Years
in business

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