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Meet The Team

We are a well diversified team of experts from BFSI sector having hands on experience in banking, mutual funds, life and health insurances, real estates offering investment products and services to our esteemed customers. The core team has over 100 years of cumulative experience having in-depth understanding of client needs and expectations. Our unique customer centric approach makes our investment solutions more robust, focussed, customised and a complete customer delight over time. Our forte is simplistic solutions to complex financial problems. 

Abhishek Mohan

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MBA-Finance, NISM-MFD, MDRT with 18+ years of experience in Personal Finance & Wealth Management 

Previous industry experience from Franklin Templeton and Kotak Mahindra Bank-Wealth Management


Kanchan Saxena

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M.Com., NISM, and Insurance Advisor with 10+ years of experience in Wealth Management

Previous industry experience from Principal Retirement Advisor and PNB MetLife Insurance Company Limited

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