The key person & the Founder of the Company, having 18+ years of experience in finance fraternity. She has refined knowledge base of an investment domain with an internationally accepted certification in Financial industry – which is recognized by the global financial community. She is a Post Graduate in Accounts, L.L.B & CFP (Certified Financial Planner). She has vast experience in managing private wealth and strategic financial planning for both individual & corporates. She has in-depth understanding towards, complex and ever evolving regulations and laws of finance industry in terms of investment & asset management. Her specialization is in detailing of various financial instruments like – Mutual funds, Equity, Structure products, Retail debt market, Insurance, Government Instruments, etc. She has expertise in research & analysis – to prepare and adopting strategies, considering risk management and futuristic planning of an individual with an objective to maximize profit ratio, tax efficiency and liquidity.

Post graduate diploma in Insurance management from Amity business school, Noida. Comes with over 20 years of dedicated insurance industry experience. Has worked on various projects and assignments from time to time in various capacities. Has been associated with companies like IFFCO TOKIO, RELIANCE GENERAL INSURANCE, TATA AIG GENERAL INSURANCE, KM DASTUR INSURANCE BROKER and SBI GENERAL INSURANCE.

He is a management graduate with a professional experience of more than 20 years, across retail and corporate banking. His expertise in global transaction banking and retail assets in Standard Chartered Bank has been critical in setting up the Vealth Velly business intelligence platform.

Post Graduate in Information Technology. He comes with total Experience of More than 21 Years in Life Insurance Industry. Worked with Max Life in various capacities. Managing Life and Health Insurance business for the organization. Life Insurance Expert  in Business Insurance.

He is an  expert at what he does and for us our success lies only in making our clients meet their investment objectives. We love the fact that we are known and respected by our clients and the industry for our unique business model and our conflict free advice

A strategist with the flair of MBA in Marketing & Finance, from Mumbai University.
Groomed & developed in trade for 18 years with an esteemed association like – Angel Broking Pvt Ltd, Anand Rathi & Motilal Oswal.

During the tenure he has mastered an in-depth research based knowledge in all Equity & Derivatives Products.

His ability to study ongoing trends of the capital market with consideration of international exposure makes him a profound securities dealer.
A resourceful professional who is always known for his appreciative perspective.