A team comprises a group of people linked in a common purpose. Our team at phinnacle is the result of an evolution converging into one goal, of helping small and medium size companies grow. We are a team of four individuals with different but complimentary skill sets, areas of expertise and interest, similar to four quadrants making a whole. We believe in dreaming big and working hard to make it a reality. We appreciate quality and respect business ethics. We are a team in the true spirit as we all have our unwavering focus on the same goal and we unanimously agree on the fundamentals of business rules and ethics.

siddhartha nair


started his career with adlj group company, dljdirect, which was acquired by credit suisse. Witnessing a cross-border, cross culture acquisition in 2000 sensitized him to the internal value system of such a change.

In 2002 he took up the transition of systemsdomain, a leading IT training solutions provider to It was a pioneering move which was later adopted by market leaders like niit. Post transition he exited systems domain in 2004. Siddhartha has over the years been associated with TCS, India Infoline, Kotak Securities, IL & FS, Unicon Securities and ABB. in 2008, sandhya consultants was rechristened phinnacle. With a strong team and inherent understanding of market cycles and value, the vision is to create a highly successful and respected investment banking company.

He has over a decade of experience in the field of financial management, investment banking and wealth management.

Associated with leading institutions such as TCS, India Infoline, Kotak Securities, IL&FS, Unicon Securities and ABB in multiple roles. Highly respected faculty in the field of finance in leading business schools in Bangalore. Institutional consultant for technical analysis and asset valuations. He holds MBA (Finance) degree from ICFAI Business School and Bachelor of Engineering degree from Bangalore University.

ashwini bhat


Has over eight years of experience in the field of finance and investments. Prior to phinnacle, she had a brief stint at Wipro as a Business Analyst in the Securities vertical. She worked at designing and implementing an international trade reporting system for one of the larger financial Institutions in the world. She holds MBA (Finance) degree from ICFAI Business School and Bachelor of Engineering degree from Bangalore University.

saurabh dafria


Pursuing his PHD in Finance after completing post graduation from ITM-Bangalore. He is a proven hands-on leader with a successful track record in business leadership in the development of Phinnacle Investments, a Company with offices in India & Malaysia. Saurabh is also involved in funding real estate companies & project management through a SPV called Udaan Buildcon where he has undertaken transactions worth 3 billion INR in a span of less than a year. He comes with an abundance of teaching experience in Finance and has been a visiting Faculty at IBS- Indore for Security Analysis & Portfolio Management.

He is frequently invited as guest lecturer of many other B-Schools all across the country. Saurabh was awarded “Young Achiever” trophy by ITM University, Bangalore in 2009 and 2011 for his contribution in field of Training, Education & Entrepreneurship.

anupam chakraborty


15 years of experience in the fields of corporate advisory, private banking & investment banking, mutual funds, technology and consumer goods. He has worked with companies like bnp paribas mutual fund, jm morgan stanley (now jm financial), credence analytics, real value and modi xerox (now xerox india). He has done his mba from imt ghaziabad and has a strong understanding in the fixed income Debt markets and mutual funds.

He has advised corporate like itc limited (esop & treasury), hll, bse, abp, hdfc ltd, exide, texmaco, jayshreetea, essel mining, bayer, britannia, haldia and a few companies of tata group