On a journey to be the #1 trusted destination for you to achieve your financial goals

Our Values and Principles

If these values resonate with you, send us your resume along with a short cover letter to careers@ppreciate.com

Customers first always

We are customer obsessed, customer inspired, customer driven - if it does not make sense for our customers we do not do it.

Integrity and Safety are non-negotiable

Integrity (in all its forms - legal, moral, corporate, personal) and safety are cornerstones for us. They are more important than growth or profits.

Meritocracy of people and ideas

The best ideas win, the best people rise to the top. No hierarchy or nepotism, Zero tolerance for discrimination.

Action oriented owner- doers

We rise to the challenge, and solve problems. We do not give up, we do not pass the buck. We take stock, assess options, analyse as needed, and take the actions required. We have an owner mindset and entrepreneurial spirit.

We build the ecosystem

We are building a destination - for consumers, for partners, for intermediaries. We will be flexible and thoughtful to make sure the ecosystem works, not only for us, but also for our key partners. We will use data as our guiding beacon, and our decisions to improve the ecosystem will be data driven and analytically sound.

Obligation to dissent

We speak up when something is wrong. Each one of us has an obligation to dissent if we disagree with any decision or actions our teams, peers or managers are taking.

We are customer obsessed, customer inspired, customer driven - if it does not make sense for our customers we do not do it.

Integrity (in all its forms - legal, moral, corporate, personal) and safety are cornerstones for us. They are more important than growth or profits.

The best ideas win, the best people rise to the top. No hierarchy or nepotism, Zero tolerance for discrimination.

We rise to the challenge, and solve problems. We do not give up, we do not pass the buck. We take stock, assess options, analyse as needed, and take the actions required. We have an owner mindset and entrepreneurial spirit.

We are building a destination - for consumers, for partners, for intermediaries. We will be flexible and thoughtful to make sure the ecosystem works, not only for us, but also for our key partners. We will use data as our guiding beacon, and our decisions to improve the ecosystem will be data driven and analytically sound.

We speak up when something is wrong. Each one of us has an obligation to dissent if we disagree with any decision or actions our teams, peers or managers are taking.

Our Board

Subho Moulik

Shlok Srivastav

Our advisors

Our advisors have global standing in the financial services industry and together have more than 150 years of experience in financial services and technology. They work with the founding team on a weekly basis to ensure that we provide our customers the best outcomes in the most safe and secure manner.

Sunil Srivastav

Former DMD SBI

Ram Rastogi

Former Head of Product NPCI

Sandip Ghose

Former Director NISM, RBI

Dipti Neelakantan

Former Group COO JM Financial

Jose Sebastian

CIO at Rialto

Appreciate in the news

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Wealth managers can meet evolving expectations of their clients and capture the growing market of active investors with hyper-personalisation, updated information on taxation and governance, and add newer asset classes.

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Just like you need to know the rest of the alphabet to be able to make sentences, you need to inculcate certain habits to help you get to the foothills of financial success, and prepare you for the climb that lies ahead.

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Our Partners