About Portfellow
We design bespoke financial solutions tailored to your life and goals. As a Family Wealth Office & Consulting Firm, we offer personalized wealth management and investment strategies that reflect your aspirations. Our expert team guides you in planning, growing, and protecting your wealth, ensuring it works for you today and tomorrow. With Portfellow, you gain a trusted partner to navigate the complexities of financial planning with care and precision.
OUR MISSION
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.