Introducing The Team

Behind every successful organization is its expert skilled team. We are proud to house some of the best experts in the industry who dedicate themselves in identifying client investment objectives, risk profiling, investment tenure and consider any other constraints clients may have. Going by this due diligence, our team then identifies the best investment strategy based on their expertise. This is followed by constant performance monitoring, analysis, evaluation etc. Meet the faces behind all the math.

Praneet

Praneet

Praneet is a Management graduate from Symbiosis, Pune and is an AMFI certified mutual fund distributor. With 17+ years of rich experience in the Banking and Financial industry, he is a thorough professional in Mutual Funds, Insurance and various financial debt classes like SGBs, bonds and Corporate FDs.
Having worked with top companies like HDFC Bank & ICICI Prudential, he knows the in’s and out’s of every technical fine print there is.
Shefalika

Shefalika

Shefalika is a management graduate from Symbiosis, Pune and has 17+ years of valuable experience in business strategy, planning, corporate finance, valuation modelling and analytics domain. Being an angel investor and a strategy consultant, she has been working with 16+ SMEs and start-ups mentoring them on business strategy, Go to Market plan, pricing strategy, funding support (investment deck and plan preparation), profitability models and metrics, acquisition target analysis and areas of cost-effectiveness across multiple industries.
She comes with hands-on experience having worked with Pay nearby, CFO on Demand, Bharti AXA Life Insurance, GE Capital International Services.
Yogesh Rajan Singh

Yogesh Rajan Singh

Yogesh Rajan Singh has more than 15 years of experience across Banking & Financial Services including Real Estate, Wholesale Lending & Investment Banking. Having lived across different cities, his approach is influenced by various cultures reflecting world-class competency.
His previous work experience in India & London with groups like JLL, L&T Finance, HSBC, ICICI Prudential, and Clientlogic, leverage him as one of the top advisors in the market.

If you want us to assist you and achieve your financial goals, just give us a call +91-9999020009 or mail us at [email protected]