Megha Malpani, CFA

Megha Malpani, CFA, is a Partner at Zvest Financial Services and a capital allocator for UHNIs, founders and senior executives. Over sixteen years across ICICI Bank Private Banking, Standard Chartered and Kotak Securities, she has seen that the most dangerous risks in wealth management aren’t the ones investors don’t understand — they are the convictions that have worked for so long that no one questions them anymore.

Across asset allocation, manager selection and investor behaviour, she brings the same discipline to every decision: if she can’t see it in the portfolio, it doesn’t exist.