A multidisciplinary team combining banking, wealth management, operations and financial planning expertise.
Founder & Wealth Manager
Bikesh Ojha is the Founder of FINCUN and leads the firm's wealth management, portfolio advisory and holistic financial planning services. With more than a decade of experience across banking and wealth management, he specializes in investment planning, tax-efficient wealth strategies, estate planning and goal-based financial design. He has guided individuals, families and HNIs toward long-term financial security through personalized wealth solutions. His expertise spans mutual fund distribution, retirement planning, succession planning and advanced tax optimization.
Vice President
Avinash Pathak is the Vice President at FINCUN and a seasoned wealth management professional with extensive experience in banking and financial services. He oversees strategy, operations, compliance and business growth while helping shape the firm's long-term vision. A consistent top performer in insurance and mutual fund advisory, he has successfully led retail and HNI teams across Bihar and Jharkhand. Avinash champions data-driven decision making, digital adoption and a high-performance culture to deliver exceptional client outcomes.
Admin Head
Prem Shanker Dubey leads administrative operations at FINCUN, ensuring efficiency, compliance and process excellence across the organization. He oversees data protection, confidentiality standards and regulatory compliance requirements. With experience spanning accounting, finance operations and corporate administration, he brings strong process management expertise that supports the firm's growth while maintaining operational excellence.
Operations Manager
Surbhi Kumari manages daily operations at FINCUN with a strong focus on transparency, compliance and operational efficiency. Her expertise includes investor onboarding, KYC processes, transaction management, AMC coordination and regulatory oversight. She plays a key role in process optimization, automation and client servicing while ensuring smooth and compliant investment operations for clients.
Assistant Operations Manager
Sonakshi Kumari supports financial and non-financial transaction processing, investor servicing and regulatory compliance activities. Her responsibilities include KYC verification, investor reconciliation, transmission cases and goal-based financial planning support. With a background in finance, banking and client servicing, she contributes analytical rigor and a client-focused mindset to improve operational effectiveness and service quality.
Our team combines financial expertise, operational excellence and client-first thinking to help individuals, families and businesses achieve their financial goals with confidence.
Whether you're planning for retirement, wealth creation, tax savings or financial independence, our advisors are here to help.
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AMFI Registered Mutual Fund Distributor (ARN-149176)|AMFI Registered SIF Distributor (ARN-82228)
