About Us

Compass Finserve LLP

Who We Are

Empowering Wealth Creation

Compass Finserve LLP is an investment execution platform providing access to a wide range of financial products across asset classes. The platform is designed to facilitate efficient transactions, consolidated reporting, and seamless client servicing—enabling investors to manage their portfolios with clarity and ease.

Founded in May 2017, Compass Finserve LLP is built on the combined experience of its founding partners, who bring over four decades of expertise in wealth management and financial services. The firm is anchored in core values of integrity, knowledge, and client focus, with an emphasis on bringing structure and direction to investment execution.

"At Compass Finserve, we believe wealth is more than numbers—it’s about direction, confidence, and the journey toward the future you dream of."

Vision

To be the most trusted and referred financial services brand.

Mission

To create a collaborative, process-driven environment with focused goals to achieve client objectives.

Global Reach

Our Global Footprint

Compass Finserve serves a diverse client base across multiple continents, delivering reliable execution and consolidated reporting to investors worldwide.

475

Clients Served

13

Countries

Hover or tap on the map markers to discover the details of our client presence in each region.

Compass Finserve Global Footprint Map
Leadership

The Team Behind Compass Finserve

A team with extensive experience in financial markets, investment products, and client servicing—focused on delivering disciplined execution and operational efficiency.

Anuraag Shah

Anuraag Shah

Partner

With over 18 years of experience in wealth management, Anuraag Shah is a distinguished professional in the banking and financial industry. An MBA graduate from Deakin University, Australia, Anuraag excels in advising high-net-worth individuals across various asset classes. His robust career spans significant roles, including expertise in asset-side banking at Standard Chartered, liability-side banking at Citibank, and investment management at Alchemy Capital Pvt. Ltd. Known for his relationship focused approach and extensive industry knowledge, Anuraag has earned the trust of individuals, families and corporates as a reliable specialist.

Rachana Gandhi

Rachana Gandhi

Partner

Rachana Gandhi is a seasoned professional in the financial services industry, with over nine years of expertise in the understanding and distribution of a wide array of financial products. Since 2015, she has been the Proprietor at Compass Capital, and since 2017, a Partner at Compass Finserve. With a Bachelor's degree in Commerce, Rachana brings a strong academic foundation complemented by real-world experience. Her career includes stints at reputed organizations such as Standard Chartered Bank, where she honed her skills in banking services and Orbit Tours and Travels Pvt Ltd, contributing over five years of experience in the travel industry — giving her a unique edge in understanding client servicing across sectors.

Prakash D'Cunha

Prakash D'Cunha

Partner

Prakash D'Cunha is a seasoned wealth management professional with over 20 years of experience in Private Banking. He holds an MBA from Narsee Monjee Institute of Management Studies and is a Qualified Personal Finance Professional (QPFP). Throughout his career, Prakash has specialized in advising high-net-worth individuals across a wide spectrum of asset classes. His extensive industry experience includes senior roles at leading domestic and international financial institutions such as HDFC Bank Ltd., Reliance Wealth Management Ltd., ICICI Bank Ltd. (International Banking Group), and Citigroup Global Markets Ltd. Prakash brings deep market insight and a client-centric approach, making him a strategic partner to affluent individuals and families.

Execution Workflow

A Structured Approach to Investment Execution

Inspired by our name, Compass reflects a disciplined and structured approach—ensuring clarity, direction, and efficiency in executing and managing investments. While the objective of investing is long-term wealth creation, outcomes are often influenced by how investments are executed and managed over time. Our platform is designed to bring structure and consistency to this process—enabling efficient execution, clear visibility, and ongoing operational support.

1

Account Setup & Risk Profiling

Completion of onboarding, documentation, and basic risk profiling to enable platform access and ensure suitability of transactions.

2

Investment Execution

Seamless execution of transactions across asset classes through an integrated platform.

3

Portfolio Tracking

Consolidated portfolio view with structured reporting and performance tracking.

4

Ongoing Servicing

Continuous support for transactions, updates, and portfolio-related requirements.