ABOUT US
In an era of constant changing and volatile financial Market, Investors need a Qualified / Trained and unbiased professional to help them in achieving their short term and long term financial goals.
At Team Gold Coconut Finserv we have learnt the importance of taking a holistic, global yet personalised approach to meet our clients needs. We are collectively having 20+ yrs of rich experience in Financial Services & Wealth Management. Our focus is to be the most dependable, prompt and efficient provider for all your requirements.
As time went by we have emphasised our focus on technology and ease of access of services at fingertip. We offer all our clients individual login facilities to view their dashboard anytime, anywhere. We keep them updated throughout, without fail. We are present in web as well in mobile devices. We handhold you to understand reports and analysis of your investments and insurance and at the same time guide you for further actions that needs to be taken. We keep transparency throughout our services. Our most valuable asset is you and your faith on us. We value that above everything.
Peshhwa Paatil – CEO & Founder
Peshhwa is a graduate in Finance from the Mumbai University, & has further pursued various certification courses from NISM & SEBI, Mumbai. This has equipped him with knowledge and skills to navigate organizations through a dynamic business environment.
Prior to starting his Wealth Management Services, Peshhwa has worked with the Wealth Management Industry for over Seventeen years with reputed Multinational Banks namely Barclays Bank, Deutsche Bank - Private Banking, & Standard Chartered Bank managing investments and financial requirements of business families and high net worth individuals.
Peshhwa likes to travel and explore new places and an avid music lover.
Rohan Thomas - Principal
Over 18 years of experience at some of the reputed financial services firm such as CITI Bank, Barclays and Standard Chartered Bank. In his diverse roles across these Multinational Banks he has lead business development teams particularly in Wealth Management, Financial Planning & Loans and Mortgages for Mass affluent & HNI clients. His all round experience of products and relationship management helps in sharing a unique perspective with several clients. Has always encouraged people to pursue their aspirations and supported individuals to be innovative and creative in achieving results, within a framework of strong values, ethics and good governance. Apart from work, Rohan is an avid Football player & loves traveling and wildlife. He finds peace in soft music.
Mr Siddharth S Dwivedi - Chartered Accountant
Mr Siddharth S Dwivedi holds over a decade of experience, post qualification. He is an alumnus of LLB (General). He is highly proficient in Direct Taxation Advisory, GST Advisory, Direct Tax and GST Litigation Support, Regulatory Compliance and Audit.