Team
Core Team
Lakshminarayanan & Ashwin Kumar
Chief Portfolio ArchitectsLakshminarayanan (L) and Ashwin Kumar (R) are the Chief Portfolio Architects at Crown Bay. Having a combined experience of over 25+ years, they have assisted over 600 families in navigating financial paths and achieving investment goals.
Lakshminarayanan R
LN is a qualified Chartered Accountant, a Certified Financial Planner (FPSB India) and a Chartered Wealth Manager (AAFM). He is a Registered Valuer from the IBBI and a Certified Professional in Derivatives by ICAI. He is also NISM certified in Securities Operations. He has been a Guest Speaker at various esteemed universities and forums across the Country.
Ashwin Kumar
AK is a graduate from Lancaster University, UK and an advanced-level user of global trading systems. He has been active in Indian Stock, Commodity, and Currency markets for over two decades. An NSE Certified Capital Market Professional, he won the National Pride Award for Excellence in Currency Segment in 2012 and serves as a Guest faculty at various universities.
Devaraj Naik
Qualified Personal Finance Professional (QPFP)Devaraj Naik is classic example of how hard work, determination and dedication can help you accomplish great feats. Having done his Engineering in Mechanical, he worked as a Customer Service Executive with a leading Car manufacturer. It is here he found out that the most important factor that drives businesses is Client Service.
He holds a natural talent to take challenges head-on and work towards providing solutions and with his unwavering passion to provide clients' with the best of service that they deserve makes him a strong pillar of support for the organization. He is now a Qualified Personal Finance Professional (QPFP) and handles Financial Planning desk at Crown Bay.
Advisors
Muralikrishnan
Senior AdvisorMuralikrishnan is a professional with over 3 decades of experience in Sales, Product development, and Business Operations in the fields of FMCG and Banking. Having corporate stints with various organizations like Asian Paints, Pepsi, ICICI, HDFC and Axis Bank. He started his venture Finlynx Consulting intending to cater to the SME segment on Financial products mainly on retail loans. Believes in Customer centricity, resulting orientation and business growth with profits. He has rich experience in Field of Sales, Product Launches, Customer Service, Relationship Management, Complaint management and so on.
Vishal Patil
Chartered Accountant & Tax ConsultantVishal Patil qualified as a Chartered Accountant in the Year 2012 and has since been an active Tax Consultant and Strategic Tax Planner for both Corporates and Individuals alike. He holds a large portfolio of clients backed by a strong and committed back end team. His presence enables Crown Bay to provide a comprehensive and one stop solution to all tax related matters to our clients.
Satish S
Senior AdvisorSatish S is an associate member of ICAI and CWAI with rich experience in the industry, consulting spanning 40 years, in the field of indirect taxation. He has worked as head of Indirect tax for L&T Group, handling various issues including global operations and commercial matters. He has worked at PwC as a Senior Partner. In his long stint in the industry & during his period as a partner in PwC, he has advised on several issues including ERP Implementation, FTP, Regulatory matters from taxation and commercial perspective, Setting up / Amalgamation / Merger of business verticals, Representations before various government authorities and tax litigations before adjudicating / appellate authorities including Tribunal. He is a prolific speaker in august forums and conferences conducted by industry / trade bodies like Aditya Birla Group, NACEN, and GSTN to name a few.