Leadership

Our team brings over 60 years of combined experience in corporate finance, investment banking, and strategic advisory. Led by seasoned professionals with deep industry knowledge, we have successfully executed complex transactions across global markets.

Our leadership and advisory team comprises experts with backgrounds in top-tier financial institutions, private equity, and multinational corporations, ensuring that our clients receive world-class advisory services backed by practical insights and execution excellence.

Puneet Narula

Founder & CEO

Puneet Narula is a seasoned Senior Banking and Investments Professional with over 30 years of professional experience. Puneet has broad and deep expertise in the financial sector, particularly in private banking, wealth management, consumer banking, corporate advisory, international investments and project finance. His leadership roles, extensive experience in strategy development, and ability to deliver results in new market penetrations stand out as key achievements. Additionally, his strong track record in regulatory compliance, team management, and P&L responsibilities make him a highly competent professional in the global banking and investment industry. His proficiency in digital transformation and project finance further showcases his adaptability in an evolving financial landscape.

Puneet has worked with large international organizations globally including Citibank, Kotak Mahindra Bank, Lloyds Private Banking, and Saudi Investment Bank. His experience spans international markets including India, the Middle East, Africa, and the US. In his last assignment he was the CEO, SEO and Board member at SH Capital, DIFC, Dubai.

Puneet holds a Master’s in Business Economics and a range of professional certifications in project management, derivatives, and financial management. He also completed a General Management Program at IIM Ahmedabad. Puneet is based in UAE that promotes tax efficiency, transparency, accountability and ethical business practices and is strategically situated to allow access to European markets, Asia and Africa.

Roger Lee

Founder & Managing Director

With more than 30 years of experience in business development within the technology and telecommunications sectors, Roger Lee is a distinguished leader recognized for his expertise in navigating complex global markets and executing innovative sales strategies. Throughout his career, he has demonstrated a steadfast commitment to driving growth and fostering long-term partnerships across diverse geographical regions.

Roger has successfully led and mentored sales teams across multiple continents, utilizing his extensive industry knowledge to deliver significant business advancements. His professional portfolio includes collaborations with prominent international organizations such as British Telecom, Telcordia Technologies (Ericsson Group), Deutsche Telekom, Vodacom, Saudi Telecom Company, Macquarie Bank, and various agile mid-sized enterprises. In his most recent role as Executive Vice President of Global Sales at LATRO Services Inc. in Dubai, Roger exhibited his ability to thrive in high-pressure environments while consistently achieving exceptional results.

Throughout his career, Roger has embraced diverse cultural perspectives, which have enriched his professional journey and deepened his understanding of global business dynamics. His extensive international experience has enhanced his capacity to connect with individuals from varied backgrounds and effectively navigate the complexities of global markets.

Now based in the Middle East, Roger draws inspiration from the region’s ongoing innovation and cultural diversity. He remains dedicated to driving organizational excellence and fostering meaningful global relationships.