Team
Meet the teamThe People Who Protect, Grow & Guide Your Wealth
A team of seasoned wealth experts committed to helping you invest smarter, grow steadily, and plan confidently.
Speak to an Advisor-
Mr. Kapil MittalFounder of Jekota
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Our Wealth Advisory Experts
Deepak AgarwalHead of Department MF & Wealth
A seasoned financial professional with 22+ years of experience, Deepak Agarwal holds an MBA in Finance & Marketing along with NISM certifications. He heads Jekota’s wealth and mutual fund division, driving performance through research-led insights and client-centric advisory.
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Ranjeet SinghInsurance Sales Manager
With 12+ years of extensive sales experience, Ranjeet has deep proficiency across life, health, and general insurance products. He is known for guiding clients to well-matched protection solutions with clarity and confidence.
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Manoj KumarInsurance Sales Coordinator
Manoj holds a BA in Economics and brings 8 years of expertise in insurance claims and settlements. He ensures smooth operations, accurate documentation, and timely client resolutions—strengthening trust at every step.
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Radhika YadavSales Coordinator MF & Wealth
Radhika carries 8 years of experience in mutual fund operations and client servicing. She supports portfolio processes with meticulous detail and a strong understanding of MF products.
The Strength Behind the StrategyA unified team working across advisory, research, and
operational functions to deliver a seamless wealth-building experience.
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Financial
Wealth AdvisorsOur Wealth Advisors help clients plan with purpose. Through structured financial mapping & long term strategy building, they ensure every investor stays on track toward their goals.
Core Functions:
- Goal-based planning
- Asset allocation
- Long-term wealth strategy
- Portfolio diversification
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Insurance &
Protection PlanningThis team ensures clients and their families are protected against life’s uncertainties. They evaluate needs & guide clients toward the right blend of life, health, and general insurance solutions.
Core Functions:
- Insurance need assessment
- Product suitability mapping
- Claims coordination
- Protection portfolio planning
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Portfolio
Management SupportThe backbone of Jekota’s execution engine, this team ensures operational accuracy, compliance, reporting, and ongoing portfolio checks. Their work keeps client accounts error-free and transparent.
Core Functions:
- Operations
- Risk monitoring
- Client reporting
- Operational Accuracy
Let’s Build Your Wealth TogetherReady to Work With a Team That Puts You First? Speak to an Advisor
A DAY AT JEKOTA
Team discussions
Research sessions
Market Review Boards
Client consultations