About Portfellow
At Portfellow Services, we specialise in crafting financial solutions that fit your life. As a Family Wealth Office & Consulting Firm, we focus on helping you achieve your financial goals through personalised wealth management plans and tailored investment strategies. We don’t believe in a one-size-fits-all approach; instead, we listen to what matters most to you and design strategies that reflect your aspirations.
Our team of expert fellows is here to provide expert guidance whether you’re planning for the future, growing your investments, or protecting your wealth. With Portfellow, you get a partner who’s committed to navigating the complexities of financial planning alongside you, ensuring that your wealth works for you now and in the future.
Portfellow—because every great portfolio deserves a great fellow by its side
OUR MISSION
At Portfellow Services, we aim to empower your wealth and safeguard your legacy with bespoke solutions that honor your values and secure your financial future.
Our Team
Anshuel Mohan brings over two decades of expertise in wealth management, retirement planning, and family office consulting. As the driving force behind Portfellow, he excels in crafting and executing customized financial strategies that are tailored to the unique needs of each client while ensuring they are measurable and reviewable for long-term success.
Anshuel’s focus areas include innovative asset allocation across both domestic and offshore assets, providing clients with a well-balanced and diversified portfolio. His expertise extends beyond traditional wealth management, as he also collaborates with startups, providing crucial support in growth capital raising, helping them scale and thrive.
Educationally, Anshuel holds an MBA in Finance from the University of Hartford, CT, and is an alumnus of Delhi University, St. George’s School in Mussoorie, and Col. Brown Cambridge School in Dehradun. His professional journey began on Wall Street as a wealth manager, where he honed his skills in managing complex financial portfolios for high-net-worth individuals and families.
As he approaches each financial strategy and client partnership, Anshuel lives by a guiding principle:
“This, above all: to thine own self be true,
And it must follow, as the night the day,
Thou canst not then be false to any man.”
— Hamlet, Act 1, Scene 3
This timeless wisdom complements his dedication to authenticity and integrity in every aspect of his work, ensuring that he remains a true and trusted partner to all.
Sharine is a dynamic leader with a proven track record in fund operations, wealth management, and client relations.
As the Client Services and Operations Manager at Portfellow Services, she leverages her deep expertise to drive operational efficiency and ensure exceptional client experiences.
With previous roles as an Analyst in Fund Accounting and Investor Relations at Axience and Operations Analyst at Lighthouse Canton, Sharine has built a strong foundation in delivering strategic solutions for complex financial operations.
Her commitment to excellence and ability to foster robust client relationships are key to the smooth and successful operation of Portfellow Services.