Kumarpal is a CFA charterholder and PGDBM Finance graduate with over 15 years in investment research and wealth management. He has worked across Motilal Oswal Wealth Management and Fintso, where he built proprietary research models and AI-driven frameworks for asset allocation. At Dezerv, he oversees strategy execution and asset allocation across equity portfolios.

Agrim is an MMS Finance graduate from IES Management College, Mumbai, with over 6 years of experience in fixed income and credit research. He spent over 3 years at CRISIL evaluating the creditworthiness of banks, NBFIs, and public finance institutions across geographies, followed by buy-side fixed income research experience at Acuity Knowledge Partners, where he evaluated debt instruments from an investor's perspective. At Dezerv, he manages Debt PMS strategies across client portfolios.