Our Leadership

Sivakumar Pullot

Founder & Managing Director

Mr. Sivakumar Pullot holds a postgraduate degree in Finance from NMIMS, Mumbai, and has over two decades of leadership experience across institutions, including senior roles at ICICI Bank Ltd. As a SEBI-registered Investment Adviser and the firms Principal Officer, he is responsible for upholding the highest standards of regulatory compliance and governance.

His experiences across these institutions highlighted a recurring gap - the need for a more structured, long-term approach to managing wealth for families and institutions. In 2007, he founded AssetZ Premier Wealth Advisory with the vision of building a values-led advisory practice grounded in clarity, discipline, and long-term alignment.

At AssetZ, Mr. Pullot leads the firm’s strategic direction, regulatory governance, and client engagement ethos. Known for his quiet discipline and long-view thinking, he brings a measured sense of responsibility and intent to every relationship the firm manages.

Vimal Raj M

Senior Assistant Vice President

Vimal is a Chartered Wealth Manager (CWM®) with additional regulatory certifications in financial markets. He plays a key leadership role in delivering wealth management solutions, focusing on supporting the firm’s strategic vision and ensuring each client’s portfolio aligns with their specific needs and context.

He brings a disciplined, research-driven approach to client engagement, marked by meticulous execution and a long-term perspective. He also acts as a strategic liaison, working closely with financial institutions and internal product team to conduct deeper analysis and ensure all proposed solutions are thoughtfully structured and executed with clarity.

Ilakkiya R

Assistant General Manager – Portfolio Management

Ilakkiya is a seasoned portfolio professional with over 11 years of experience in wealth management. She plays a central role in monitoring the health of all client portfolios, ensuring they are maintained in line with their intended strategy and investment framework.

She also works closely with the firm’s operations and compliance teams to support smooth functioning across all backend processes and portfolio level actions. Backed by multiple regulatory certifications, Ilakkiya combines domain knowledge with sharp attention to detail, helping deliver a seamless experience for clients and internal teams alike.

Key Senior Members

Paul Jose Panikulam

Senior Manager - HR

Ramya N

Senior Manager - Finance & Compliance

Shobana S

Manager - Client Operations

Rajikha S

Manager - Client Relations & Onboarding