Meet Our Expert Team

Our team of certified financial planners brings decades of combined experience in wealth management, financial planning, and investment advisory to help you achieve your financial goals.

Rajesh Kumar

Founder & CEO

CFP® professional with 15+ years of experience in wealth management and financial planning. Specializes in retirement planning and portfolio management.

Priya Sharma

Chief Financial Officer

CA with 12+ years in tax planning and financial structuring. Helps clients optimize their tax liability while building wealth systematically.

Amit Patel

Senior Financial Advisor

CFP® and CFA charterholder specializing in investment analysis and portfolio construction. 10+ years in equity research and asset allocation.

Sneha Reddy

Insurance & Risk Planning Specialist

LUTCF certified with 8+ years in insurance and risk management. Helps families secure their financial future with comprehensive insurance planning.

Vikram Singh

Retirement Planning Specialist

Specializes in retirement corpus planning and pension schemes. 9+ years helping clients plan for a secure retirement with strategic asset allocation.

Anjali Verma

Mutual Fund Specialist

Expert in mutual fund analysis and SIP planning. 7+ years experience helping clients build wealth through systematic investment plans and fund selection.

Certified & Qualified

Our team holds industry-leading certifications and qualifications

CFP®

Certified Financial Planner

CFA

Chartered Financial Analyst

Chartered Accountant

SEBI

Registered Advisors

Work With Our Expert Team

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