Shagun Khosla

Founder & CEO

Shagun has over a decade’s experience in private wealth management. In Legacy he focuses on domestic wealth practices across business verticals and geographies. Having worked with IIFL Private Wealth Management, Kotak Wealth Management and HSBC Ltd in his past stints, Shagun brings to the table a rich private wealth management & family office experience with strong client relationships. He is responsible for providing the direction in achieving the organization’s strategic goals and objectives.

Anil Polaki

Managing Partner

Anshuel Mohan

Senior Partner

Bala Shastri

Head of Broking Business

Naman Dhamija

Products & Investment Advisory professional


Senior Partner

Saanket Pendke

Managing Partner

Shruti Bangera

Managing Partner