
Co-Founder | Financial Consultant
With 38 years of experience, Mr. Ajit has a passion for guiding clients through seamless financial journeys and ensuring their futures are secure
.png/:/cr=t:19.22%25,l:0%25,w:100%25,h:61.56%25/rs=w:388,h:517.3333333333334,cg:true)
Co-Founder | AMFI Registered MFD
Mrs. Madhavi specializes in mutual funds and oversees our investment strategies, providing tailored advice to meet our clients’ unique needs
.png/:/cr=t:4.44%25,l:0%25,w:100%25,h:91.11%25/rs=w:388,h:517.3333333333334,cg:true)
Manager - Growth Strategy & Client Relations
AMFI Registered MFD | IRDA Registered Direct Broker
As a key driver of our firm’s expansion & client engagement, Natalie focuses on identifying growth opportunities, enhancing client experiences & ensuring our clients receive top-notch services.
Because the best gift we can give our kids is the wisdom to use money wisely