The Architects of Your Financial Clarity

Himani Barot, CFP®, MBA (Finance), is a SEBI-Registered Investment Advisor with over 3 years of experience. As Principal Officer, she leads the advisory vertical, managing and optimizing HNI portfolios with a client-first, strategic approach to wealth growth and preservation.

As a CFP and QPFP-certified professional, Heena Jain leverages her deep insights from mutual fund operations to provide personalized wealth management, helping clients confidently achieve their financial goals.

Megha leads our digital initiatives, managing every online platform with precision and ensuring inXits delivers value and clarity to investors at every touchpoint.

Manan Kalaria combines Engineering and an MBA in Finance with 2+ years in equity markets, portfolio strategy, and investment analysis. He's currently developing a quantitative momentum-based investing model, leveraging data and algorithms for market insights

Parisha Jain, a SEBI-registered Research Analyst, specializes in identifying future winners among small and micro-cap companies. Her methodology is a blend of deep fundamental research, forensic accounting, and advanced technical charting.

A CFA program qualifier and a SEBI Registered Reasearch Analyst, Yash has a diverse background in trading and investing and extensive experience at American Express, in private equity, and at Daloopa before joining Ocean Finvest

Over a decade of financial market experience, she has managed family office and corporate portfolios. A qualified Company Secretary, her expertise is in asset allocation and client-focused solutions.

As Senior Manager of the sales wing, Avani's role is to drive sales initiatives and foster client relationships. Her progression highlights her strong sales acumen and leadership potential.

Mayur having strong knowledge of market focuses on client education and helping individuals grow financially. He emphasizes building lasting relationships based on trust and continuous learning.

Rakshita is an MBA candidate specializing in Business Intelligence who excels at managing clients and transforming raw data into actionable insights. A true all-rounder, she is dedicated to enhancing every facet of her work at inXits.

A Data Scientist with a strong focus on machine learning and analytics. I thrive on transforming complex data into actionable solutions that drive business impact.

Khushi Chauhan, an MBA in Finance strengthening her expertise with CFP certification, specializes in streamlined processes and bond strategies. She actively contributes to fixed income sales, delivering client-focused solutions and creating long-term financial value