Our cofounder, a double graduate in commerce and an AMFI-registered mutual fund distributor, brings over six years of professional experience in mutual fund distribution and a wide spectrum of financial products. With a solid academic background and a strong track record in wealth management and investment advisory, she is committed to delivering structured, client-centric financial solutions.

Over the years, our cofounder has successfully partnered with a diverse clientele, providing strategic guidance tailored to individual financial goals. Her approach emphasizes trust, transparency, and long-term value creation, ensuring every client is equipped to make informed financial decisions. With a focus on performance and professionalism, she continues to navigate the dynamic financial landscape with confidence and clarity.

The co-founder holds an MBA and a bachelor’s degree in commerce and brings with him over two decades of experience, majorly from two of India’s most prominent financial institutions—one of India’s largest and one of the top five asset management company (Nippon India Mutual Fund) and the other one of the leaders in full-broker, bank-backed securities market company (ICICI direct). Over the years, he has worked extensively on enhancing customer experience through various strategic programs, gaining profound insights into investor behaviour and client servicing, and he is an AMFI-registered mutual fund distributor.

His exposure to financial markets, fund management, and corporate best practices has shaped a holistic understanding of wealth management. He leverages this expertise to build client-focused, performance-driven solutions that align with long-term financial goals.