Founders
Kishan Jakhotia
Founder, VK Sovereign Wealth Pvt. Ltd.
Founder, ReliaBull Financial Services Pvt. Ltd, Mumbai (since 2013)
Profile Summary:
Kishan Jakhotia is a distinguished wealth management professional with over 21 years of experience in advising and managing substantial investment portfolios across multiple asset classes.
As the Founder of VK Sovereign Wealth Pvt. Ltd. and ReliaBull Financial Services Pvt. Ltd., he has played a pivotal role in advising UHNIs, Senior Corporate professionals, NRIs, Leading Business Families and Corporate Investors on their wealth and investment strategies.
He is widely recognized for his ability to construct highly customized, risk-adjusted portfolios and deliver superior, consistent returns in dynamic market environments.
Professional Journey & Leadership:
Kishan began his career after earning an MBA in Finance, and honed his advisory skills at renowned firms such as Religare-Macquarie Private Wealth, Karvy Private Wealth and Sprism Wealth. Prior to founding ReliaBull, he served as the Advisory Head for Treasury Business & Family Office, where he managed treasury mandates and complex investment needs of large corporate houses and affluent families.
Under his leadership, ReliaBull was recognized among the "10 Most Promising Wealth Management Consultants - 2020" by Consultant Review Magazine - a testament to his vision, client-centric approach, and performance-driven results.
Domain Expertise:
Kishan brings a rare blend of experience across Mutual funds, Fixed income, PMS, AIFs, Specialized Investments products and Corporate Treasury. His Investment Philosophy emphasizes Capital Preservation, Tax Efficiency, and Disciplined Asset Allocation tailored to each client's unique goals.
His multi-asset expertise allows him to provide differentiated investment solutions that are well-aligned with evolving market dynamics and client-specific risk profiles.
Dr. Balaji Iyer
Co-Founder, VK Sovereign Wealth Pvt Ltd
A Banker at heart... now finding his niche in Wealth Creation
Banking and Balaji Iyer are synonymous. Those who have worked with him during his tenure of over 20 years in banking and financial services will vouch for his intensity and integrity.
Always driven by a customer-first approach, forever committed to protecting the interest of customers, Balaji Iyer proved to be a rising star and success story in the institutions he served - ICICI Bank, Yes Bank, Religare Macquarie, Aditya Birla Capital and Future Capital to name a few.
Making the switch from professional to entrepreneur, Balaji Iyer founded BSV Fincorp, a consulting company for corporate funding. In the last 12 years, he has served the financial requirements of more than 75 corporates.
It is said in funding circles that a file presented by BSV Ficorp was rarely rejected, due to the unswerving focus on detailed documentation, sustained follow-up, and personalized interaction with the client and funder. It is also believed that a reason for the high success rate was Balaji Iyer's ability to pick the right corporate or individual who operates with the highest value systems.
Testimony to his professional contribution is the bestowing of a doctorate by an international university for his exemplary service to the domain of banking and finance.
In early 2025, the veteran joined hands with a former colleague and trusted friend, Kishan Jakotia, to bring the benefit of their combined knowledge and experience into a niche domain, wealth management. As co-founder of VK Sovereign Wealth, his role includes identifying the right clientele, recommending safe and secure avenues for asset allocation, and serving them with the sincerity now part of his DNA.