Newleaf wealth places the client's interests and needs as the core of our business. We ensure that unbiased services are delivered to our clients to achieve the envisage financial goal. The two strong pillars of our venture is acting with integrity and maintaining client confidentiality.
We strive to build enduring relationship with every client through proactive and personalized strategies. We value the importance of providing exceptional service to our clients. We maintain a healthy balance in our lives between serving our family, clients, company, and community.
Roka Maliyadri has over 16 years of experience in the Asset Management business predominantly in business development and Portfolio Management Services. He has worked across established brands such as UTI AMC and Religare Invesco AMC.
His last stint until end 2015 was as National Head – Sales, Portfolio Management Services at Religare Invesco AMC Pvt Ltd prior to which he was AVP and Regional Head for the distribution channel and AVP Sales PMS at UTI AMC . Roka is an MBA Marketing from SIBM and has completed various certifications in Finance and Sales.