He has completed his post-graduation with an MSc in Finance from the University of Liverpool, UK.
With over five years of experience in the Equity Markets and Wealth Management industry, he has played a pivotal role in transforming investor perspectives and earning their long-term trust. His deep-rooted expertise in financial planning and research has allowed him to bring clarity and conviction to investment strategies tailored to individual goals.
Through a disciplined, research-driven approach, he continues to help clients make informed financial decisions and navigate market complexities with confidence.
He strongly believes that with proper financial plan, more can be achieved in your life on your way to financial freedom, which should be done by one and all.
He also believes that the common investors should be financially educated so that they understand the importance of selecting the right asset class which the common investors deprived of.
He has received many awards from industry stalwarts.
Anshuta Jadhav
She is CERTIFIED FINANCIAL PLANNER CM PROFESSIONAL (FPSBI / 109552).
One of the Prominent Financial Planner out of TOTAL 2000 planners in India.
Her financial plans have benefitted more than 6500+ individuals till date
Riya Ladla
Experience of 10 years + in handling entire operations
Strong background in maintaining client relationship management.
Focus on helping clients to achieve their financial goals through Retirement planning.
She heads the Insurance dept.
She also assisting in Financial Planning for the last 6 years and mastered the process