An alumnus of IIT, Debolin Bhattacharya brings over 35 years of diverse experience spanning the energy and financial sectors. His sharp business acumen and entrepreneurial spirit have consistently been instrumental in paving the way forward for organizations and ventures he has been associated with.

At Heritage Capital Partners, he actively spearheads the startup funding vertical, guiding young enterprises with not only capital but also strategic insights drawn from decades of leadership experience. His vision and expertise continue to inspire and shape the growth journey of businesses under our care.

With over 13 years of entrepreneurial experience, Utsa Chowdhury has successfully founded and scaled two fintech companies, establishing himself as a driving force in the digital finance space. His expertise lies in building businesses from the ground up, with a strong focus on technology integration, digital transformation, and operational excellence.

At Heritage Capital Partners, he oversees the digital integration and platform management, ensuring that our services remain seamless, innovative, and future-ready for clients across industries. His forward-looking approach continues to shape the firm’s digital strategy and strengthen its position in the evolving financial ecosystem.

A Chartered Financial Analyst (CFA) by qualification, Lalit Bose brings over 20 years of proven expertise in leading sales strategies across the financial sector. He has successfully steered the sales verticals of two NBFCs, demonstrating exceptional skill in driving growth, building client relationships, and delivering consistent results.

At Heritage Capital Partners, he manages the entire sales function, ensuring that our outreach, client engagement, and business development efforts remain strong, structured, and growth-oriented. His leadership continues to strengthen the firm’s ability to connect with clients and deliver value at scale.

A distinguished finance professional, Sunita Aggarwal is a CA, CPA, CFA, FRM, and an alumna of Wharton University. With an illustrious career that includes her tenure as an investment banker at Goldman Sachs, she brings world-class expertise and global perspective to Heritage Capital Partners.

She currently heads our Research & Insights Division, leading a team of 20 analysts. Under her guidance, the team delivers in-depth market intelligence, data-driven insights, and strategic recommendations that power both investment decisions and business growth for our clients. Her unmatched blend of academic excellence and professional experience makes her an invaluable pillar of our leadership team.