Our Team
Founder, Financial Planner
MBA Finance, CFGP, QPFP
Key Roles: Goal Planning, Financial Planning, Risk Profiling, Portfolio Asset Alloccation
Managing Partner, Head - Wealth Management
MBA Marketing, AFGP, AMFI
Key Roles: Portfolio Management, Marketing & Fund Research, Client Relationship Management.
Managing Partner, Head - Finance
MBA Finance, M.Com., DTL
Key Roles: Budgeting ,Taxation, Internal Auditing, Corporate Clients Acquisition.
Branch Incharge - Aurangabad
M.Com.
Key Roles: Providing all kind of services and transactional support to the branch and clients.
