Our Members

Qualifications Details : MBA, CFP

Organisation Name : Moat Wealth Advisors

Nature Of Business : Independent Financial Advisor, Mutual Fund Distributor, Distributor of other financial products(deposits, shares, insurance, loans, PMS,etc)

City/Area Of Location : Mumbai

Products Offered : Mutual funds, PMS, Stock advisory, Fixed deposits, Life insurance, Health insurance

Services Offered : Financial planning and wealth management

Biography

I have been working in the finance field since 14 years now. I have been a strong proponent for honest unbiased advise. The main reason for starting this professional practise has been to make a difference in people’s lives by being a catalyst to make them achieve their goals.

Favourite books –
A)coffee can investing
B) cashflow quadrant
C) rich dad poor dad

No. Of Families Served : 1800

Website/Blog : www.moatwealth.com

Other Areas Of Expertise : Spreading financial literacy

Hobbies : Music, travelling and comedy

Qualifications : BE, MBA

Qualification Name : Karmayog Knowledge Academy

Nature Of Business : Trainer/Consultant, Author

City/Area Of Location : Mumbai

Services Offered : Trainings, Content writing

Biography

He is a student of life and a student for life. Still learning. The more he learns, the more he realise how little he knows. The list of favourite books is rather long, but at the top would be the Bhagvad Geeta.

Website/Blog : www.amittrivedi.in 

Hobbies : Hindi Films (only watching), Hindi Film songs (only listening), Reading books, Meeting friends, Going for long walks

Qualifications Details : B.Com. MBA(MMS), CFP

Organisation Name : FinCare

Nature Of Business : Independent Financial Advisor, Mutual Fund Distributor, Distributor of other financial products(deposits, shares, insurance, loans, PMS,etc), Trainer/Consultant, Content marketing for financial institutions and advisors

City/Area Of Location : Mumbai(Charni Road / Opera House)

Products Offered : Mutual Funds, Life Insurance, Indian and international health insurance, P2P, Bonds, Fixed deposits, PMS, listed and unlisted equity shares, structured products, etc.

Services Offered : Goal/need based investing, Will writing and estate planning, financial coaching and seminars

Biography

Anand’s professional journey began with his personal passion for investing in the equity market to create long term wealth. This evolved to his professional pursuit of 360° money management for his clients and financial literacy for all. Having worked with top brokerage firms and banks in the country, Anand founded FinCare to provide his unique blend of an ethical approach, independent thinking, personal care and customised solutions to his clients.
A staunch vegetarian and a budding vegan, Anand also offers cruelty-free investment solutions to interested clients through his AhinsakWealth initiative.
His efforts in spreading financial literacy have resulted in over a million views of his answers on Quora.
Anand is an avid reader and a movie buff.
His favourite quote is: “Money is a terrible master but an excellent servant”.

No. Of Families Served : 22

Website/Blog : Fincare.co.in, MoneykaDoctor.com,Ahinsakwealth.com

Other Areas Of Expertise : Content writing, Proof reading, text- to-speech recording for the visually challenged(pro bono)

Hobbies : Reading, writing, attending mushayaras, playing table tennis

Qualifications Details : CFP, Graduate Gemologist (GIA)

Organisation Name : Anant Wealth

Nature of Business : Mutual fund distributor

City/Area of Location : Dadar – Prabhadevi

Products Offered : Mutual Fund, PMS, Insurance, P2P, Loans, Bonds, NPS

Services Offered : investment in Mutual Funds, Goal Planning, Retirement Planning, Debt Planning

Biography : The third generation of a family-owned jewellery house, Anand Mhapralkar has spent several years running his own business, and gained deep insight into the operations and administrative management of a company—and more importantly, the value of winning the trust of his customers. As a joint secretary of the Maharashtra Saraf Suvarnakar Mahamandal, he further honed his understanding about the importance of providing financial security across the supply chain—from artisan to entrepreneur. Now as a certified financial planner, he brings his knowledge of managing the finances of a business to individual clients.

No. of Families Served : 120

Website/Blog : www.anantwealth.com

Hobbies : Swimming, Cycling, Golf, Bike riding, Scuba

Qualifications Details : B.Com, CFP

Organisation Name : Plan for Life

Nature Of Business : Mutual Fund Distributor, Distributor of other financial products(deposits, shares, insurance, loans, PMS,etc)

City/Area Of Location : Mumbai (Dahisar West)

Products Offered :MF, Insurance, PMS and AIF

Services Offered : Life Planning

Biography

If I were to ask myself who is Anil? I would say – born curious by nature and wants to learn different subjects instead of being a specialist. After graduating I joined a small advertising firm called ‘Urja Communications’, where my boss asked me to go to Bihar School of Yoga for a month’s training before starting my job. This one month of training helped me look at my life holistically indeed and taught me that there is more to life than just chasing money. After working for 3 years at Urja I realised that I have to upgrade my skills to grow in my career. I then did my media planning course from Mudra Institute of Communication, Ahmedabad (MICA) and was absorbed by Mudra Communications, Mumbai. It’s here that I spent most of my advertising career, launching the first cellular phone service in India – Max Touch now known as Vodaphone Idea and was also a part of the launch of “Reliance Infocomm’ by Mukesh Ambani. In my last assignment with Lintas India, Mumbai where I was handling the financial cell with brands like UTI AMC, Tata Capital and Tata Mutual Fund etc. I was acquainted to CFP Certification. After spending close to 2 decades in the world of Advertising and Media, I wanted to slow down and I pursued this opportunity as a switch in my career so that I could henceforth live life on my terms. 10 years down the line, I am enjoying every bit of this noble profession and helping my clients live their life in the manner they always perceived it, by taking care of their finances. In the words of Nick Murray I am voyaging towards advisor’s professional and personal true north: where Clients become friends, and friends become Clients.

No. Of Families Served : 41

Hobbies : Reading book on various subjects

Qualification Details : M. C. M.

Organisation Name : AK Financial Services

Nature of Business : MF Distribution

City :  Mulund, Mumbai

Products offered : Mutual Funds, Insurance, Loans, Estate Planning

Services offered : Investment in Mutual Funds, Retirement Planning Insurance, Loans, Estate Planning

Biography :
I am a qualified personal financial professional helping individuals & families to achieve their financial goals. With over 12 years of experience in personal finance and investment.

My mission is to empower clients with financial freedom through informed and customized solutions tailored as per their requirements. I adopt a holistic approach to their financial well-being, addressing all aspects of their financial lives—from budgeting and net worth assessment to tax efficiency and strategic investment decisions. I align their savings with future aspirations and commitments.

Everyone deserves financial peace of mind, and I help make that a reality by eliminating fears and uncertainties surrounding financial markets by building diversified, growth-oriented investment portfolios. I believe in delivering exceptional value through commitment, trust and client satisfaction, helping clients maximize their wealth and achieve lasting financial wellness.

No. of Families Served : 300

Website/Blog : NA

Hobbies : Traveling, swimming, diving

Qualification Details : B. Com, CFP , CWM, CTEP

Organisation Name : Prospero Wealth Pvt. Ltd

Nature of Business : Financial Product Distribution

City :  Prabhadevi

Products offered : MF, Insurance, P2P, Loans, PMS, NPS

Services offered : Investment in MF, Tax Planning , Retirement Planning, Estate Planning

Biography :

I’m Archanaa Bhingardde, a Wealth Manager, Financial Planner, and with over three decades of experience in helping individuals, professionals, and families achieve financial freedom with clarity and confidence. As an Art of Living teacher, I bring a unique blend of financial expertise, mindfulness, and life coaching into my practice.

I am the founder of Prospero Wealth . We are committed to transforming financial anxiety into financial clarity. Our approach is deeply client-centric — we don’t sell products; we craft solutions aligned with your life goals.

Our expertise includes:
• Goal-based financial planning
• Investment management
• NRI financial solutions
• Retirement income strategies
• Children’s education & legacy planning

We believe wealth is more than numbers — it’s about peace of mind, freedom of choice, and living a life of purpose. With a strong digital presence, we serve clients globally, including NRIs, doctors, business families, and young professionals.

Our mission is simple: to empower 10000+ families to achieve financial independence and build wealth with confidence, integrity, and wisdom.

“Money is not the goal — it’s the tool to design the life you truly desire.”

No. of Families Served : 800

Website/Blog : www.prosperowealth.in

Hobbies : Badminton , listening to Music, watching movies

Qualifications Details : CA, CFP, CFM

Organisation Name : Arvind Rao & Associates

Nature Of Business : Independent Financial Advisor

City/Area Of Location : Mumbai (Chembur)

Products Offered : Mutual Funds, insurance, FDs

Services Offered : Cash flow management, Tax advisory, Tax filing, Business advisory, Business setup

Biography

A Chartered Accountant and CFP by profession and a problem-solver by heart. Arvind has been actively engaged in helping people and businesses improve their holistic MoneyHabits over the last 15 years. In this quest, he has been sharing his knowledge and experience with people via Print and Media, implementable solutions and via publications. Income-tax and cash-flow mapping hold a special place in his heart.

Some of my favourite books are:

The Professional – by Subroto Bagchi
Leading Professional Service Firms – by HBR

in Fiction, – i enjoy reading thrillers by David Baldacci, Frederick Forsyth and John Grisham

No. Of Families Served : 200

Hobbies : Music, Badminton

Qualification Details : B com , CFP, CII

Organisation Name : H D SONS

Nature of Business : Insurance and mutual fund distributer

City :  Mumbai/ Mulund

Products offered : Mutual funds ,life Insurance General Insurance, Nps, corporate Fd

Services offered : Mutual Funds Retirement planning estate planning

Biography :

2nd Generation All services under one roff

No. of Families Served : 900

Website/Blog : www.hdsons.in

Hobbies : Traveling and learning new things

Qualification Details : MBA

Organisation Name : ASP FINSERV

Nature of Business : Wealth Management

City :  Mumbai

Products offered : Mutual fund , Derivatives Strategy

Services offered : Complete Wealth Management

Biography :

ASP FINSERV a Boutique Wealth Management, we specialize in delivering bespoke financial solutions tailored for High Net-Worth Individuals (HNIs) and retail investors alike. With a strong foundation in derivative strategies, we empower our clients to navigate the complexities of markets with confidence and clarity.

What truly sets us apart is our commitment to financial literacy through innovation. We’ve pioneered a unique educational platform, “Volatility Game”, which uses gamification to simplify and demystify the world of the stock market and various asset classes. This engaging approach helps investors—novice and experienced—understand complex financial concepts in a fun, interactive, and impactful way.

Whether you’re looking to build wealth, preserve it, or expand your understanding of financial instruments, Boutique offers a comprehensive approach rooted in strategy, education, and trust.

No. of Families Served : 446

Website/Blog : www.aspfinserv.com

Hobbies : Chess

Qualifications Details : B.Com Graduate, CFP

Organisation Name : Simplify Investments LLP

Nature Of Business : Financial Services

City/Area Of Location : Mumbai (Andheri East)

Products Offered : Mutual Funds, insurance, fixed income

Services Offered : Comprehensive Financial Planning

Biography

Certified Financial Planner with an experience of 10 years in the financial services space
Bharti Punjabi provides customised services & solutions to her clients.
After completing her Graduation in Commerce & Certification from Financial Planning Standard Board-India (affiliated by FPSB USA) Bharti worked with over 100 client families towards nurturing financial lives.
Using a holistic approach & adding life to financial planning, her focus is to understand you, your family,your objectives & act as a facilitator to help you achieve your life & financial goals.
She is passionate about spreading financial awareness various aspect like cash-flow
management, Investment planning, retirement & tax planning. She is currently operating out of Mumbai office catering to clients across the country & NRI clients as well.

No. Of Families Served : 50

Website/Blog : www.bhartipunjabi.com “

Hobbies : Reading, Cycling, Colouring, Cooking

Qualifications Details : PGMBA, MFSM, CFP

Organisation Name : Ghalla Bhansali Stock Brokers Pvt Ltd

Nature Of Business : Mutual Fund Distributor

City/Area Of Location : Mumbai

Products Offered : MF, Corporate FD/NCD, Insurane (Life & General), PMS, AIF, Structured Products, P2P

Services Offered : 10 Minutes FP

Biography

Bhavesh Bhatt is Vice President at Ghalla Bhansali Stock Brokers Pvt. Ltd. engaged in the distribution of Mutual Funds and Insurance since a decade. He earned his Masters in Financial Services Management from Mumbai University, PGDBM from MET & is a Certified Financial Planner from FPSB India. His perspective is enriched by work experience of more than two decades in diverse fields spanning Hospitality, Finance, Automobiles, Mutual Funds, and Insurance. Karate, in which he represented India in his youth, has shaped his diligent work ethic and his can-do attitude allowing him to take life’s challenges in his stride while delivering optimal outcomes for his clients. He likes Stephen Covey, Robin Sharma, Richard Thaler and keen learner of Shreemad Bhagwad Geeta.

No. Of Families Served : 2000+

Other Areas Of Expertise : Hospitality

Hobbies : Martial Arts, Traveling

Qualifications Details : Bachelor of Commerce, Master in Business Adminstration, CFP

Organisation Name : Plan2Prosper OPC Pvt Ltd

Nature Of Business : Mutual Fund Distributor

City/Area Of Location : Mumbai (Thane)

Products Offered : Mutual funds, Insurance, Structured Products, Derivatives, Gold Bonds

Services Offered : Comprehensive Financial Planning, Insurance Audit

Biography

I am just a normal woman from humble backgrounds. After BCom and MBA I started off selling trucks (for TATA Motors) and moved to financial services accidentally. I learnt about the CFP certification from Outlook Money magazine back in 2005 and signed up to do the course. I worked in wealth management firms, got thrown up and beaten down in 2008, tried my hand at entrepreneurship and failed, went back to working for a company for 5 years and stumbled upon going it alone out of reluctance to travel in Mumbai trains. The last 4 years have been the most fulfilling part of my career as I grew from a single woman team to a 6 member team handling 120 client families. Blessed to have a supportive family, great mentors and extremely forgiving clients. I enjoy reading (much less these days), cooking with my son and travelling with my jolly good life partner.

No. Of Families Served : 120

Website/Blog : www.plan2prosper.in

Other Areas Of Expertise : Content creation, training, video blogging

Hobbies : Reading, cooking, blogging

Qualifications Details : M.Sc, PGDBM- Operation & Marketing, CPCM Certification, CFP, AMFI Registered

Organisation Name : Vriddhi Financial Consultants

Nature Of Business : Mutual Fund Distributor, Distributor of other financial products(deposits, shares, insurance, loans, PMS,etc), Trainer/Consultant

City/Area Of Location : Mumbai

Products Offered : Mutual funds

Services Offered :  Goal based planning, Financial planning to

Biography

I have done M.Sc. in Analytical chemistry and worked in pharma company for 17 years. I am gold medalist in CPCM Certification course jointly offered by BSE & Jamnalal Bajaj Institute of Management, This course inspired me to come in this field. I am AMFI registered Mutual fund distributor, also hold CFP cortication. Along with this I am also holding Basic Life planner certification from The Kinder Institute of Life Planning, USA.
We deal in services offering various financial & Investments products like Mutual Fund, Insurance, Bonds etc. We also conduct Investor Awareness camp for Employees in companies.

No. Of Families Served : 200

Other Areas Of Expertise : Learning New things, visiting new places

Hobbies : Music, watching movie

Qualifications Details : MBA – Finance

Organisation Name : The Money Mart

Nature Of Business : Distribution of all financial products

City/Area Of Location : Mumbai, Santacruz East

Products Offered : Mutual Funds, Insurance, Stock Broking, Bonds, PMS, AIF, LAS

Services Offered : Investment in all financial products and incidental advice for the same

Biography : With over two decades in the Indian capital markets and a master’s in finance, I founded The Money Mart to do more than manage wealth — I set out to transform the way people, especially women and families, experience money.

What sets us apart is not just the numbers — it’s our ethics-first approach, emotional intelligence, and belief in investing with a conscience.

We specialise in decoding the emotional side of finance: understanding risk appetites, building trust, and crafting investment journeys that feel right, not just look right on paper.

No. Of Families Served : 750

Website/Blog : www.themoneymanagers.in

Hobbies : Travelling, Painting, Dancing

Qualifications Details : M. Com, LLB, CFP

Organisation Name : Life N More Financial Planning Services

Nature Of Business : Mutual Fund Distributor, Distributor of other financial products(deposits, shares, insurance, loans, PMS,etc)

City/Area Of Location : Mumbai

Products Offered : Mutual Funds, Bonds, FDs, Life Insurance, Stocks

Services Offered : Comprehensive Financial Planning and Execution

Biography

We help people get More out of Life ! through Professional Financial Planning. My favourite book is It can only get Better by Tony Gordon

No. Of Families Served : 120

Website/Blog : www.lifenmore.com

Other Areas Of Expertise : Listening to music

Hobbies : Travelling, Reading

Qualifications Details : CA, CPA, FRM, LLB

Organisation Name : GoalSIP.com

Nature Of Business : Independent Financial Advisor, Mutual Fund Distributor, Tax Consultant, Direct Stocks Consultants

City/Area Of Location : Mumbai

Products Offered : Mutual Funds, FDs, Insurance & Direct Stocks

Services Offered : Tax planning, Financial planning, Will writing, Contract review

Biography

I am chartered account by profession and have been the financial planning space for the past 6 six. My major focus are of interest is mutual funds, equities and macro economics.

No. Of Families Served : 100

Website/Blog : www.goalsip.com

Other Areas Of Expertise : Taxation, business consultancy

Hobbies : Reading, Travelling, Trekking, Running

Qualifications Details : MMS (Fin), CFP

Organisation Name : A Cutting Edge

Nature Of Business : Employee of a financial planner

City/Area Of Location : Mumbai

Products Offered : Plethora of products like FD, Bonds, Mutual Funds, Direct Equity, Insurance

Services Offered : Comprehensive Financial Planning

Biography

One trait that I possess as a person is that of being a listener. This has helped me immensely in our practice. As an organisation we believe that finance is more about emotions than about money. Thus we believe in understanding clients ‘relationship with money’ before advising them.

No. Of Families Served : 80-100

Website/Blog : www.gauravmashruwala.com

Hobbies : Cooking, Art & Craft

Qualifications Details : MBA, CFA

Organisation Name : Etica Wealth Pvt Ltd

Nature of Business : Mutual fund Distribution

City/Area of Location : Mumbai

Products Offered : Mutual funds

Services Offered : Mutual Funds

Biography : Hi, I’m Gajendra Kothari, One Idiot, an avid long term investor, TEDx speaker, a tech lover, an entrepreneur, independent thinker, traveller & a passionate financial literacy campaigner.

12 years back, a 33 min short movie titled “One Idiot” completely changed my life. While we all have been hugely inspired by the super successful Bollywood flick “3 Idiots”, I found my calling in One Idiot. Yes, in the next 6 years (before I turn 50), I would like the world to call me One Idiot. An Idiot who has achieved Rs 100 crs wealth by making his money work hard for him. An Idiot who lives his life on his terms without worrying about money anymore. An idiot who wants to simplify personal finance for a layperson in the world that sells complexity.

The idea behind becoming One Idiot is to inspire the youth of our country to achieve financial freedom. My passion is to create financial awareness amongst every citizen. I have so far empowered more than 25 lakhs participants in the last 20 years by conducting more than 500 investor awareness sessions in the areas of Personal Finance, Financial Planning, Wealth Management, etc. at SEBI Regional seminars, BSE IPF, CFA Society India, Institute of Chartered Accountants of India, and at various B-schools, colleges, social organizations and corporate houses in the country.

For the last 14 years, I have been running a successful financial services firm called Etica Wealth (P) Ltd. Before this, I was VP & Head – Products for the PMS Division at UTI Mutual Fund. I was also a Business Development Head for the UK and European Markets for UTI International Ltd in London for three years.

I am a CFA Charterholder and has completed CAIA and ICFA from London, UK. I have also done my MBA from IMI, New Delhi.

I have more than 21 years of experience encompassing both Indian and overseas capital markets.

I have been interviewed and quoted extensively by both international and domestic print media including Financial Times UK, The Economic Times, Times of India, Mint newspaper, and has made live appearances on premier business channels like CNBC TV18, ET NOW, ZEE Business, Bloomberg TV & CNBC Awaaz and also on numerous podcasts. I have been a columnist for Mint Newspaper under the column title “The Intelligent Investor”

I have also been featured in the e-book “Top 10 Financial Planners in India” by Jagoadvisor.com and been felicitated with the Wealthforum Rising Star Award 2013.

If you also want to become One Idiot thereby achieving financial freedom, follow me at www.oneidiot.in or just write to me at: gajendra@oneidiot.in

No. of Families Served : 3000

Website/Blog : www.eticawealth.com

Hobbies : Adventure Sports

Qualifications Details : CFP

Organisation Name : S9 Financial Planners

Nature Of Business : Distributor of other financial products(deposits, shares, insurance, loans, PMS,etc)

City/Area Of Location : Mumbai,Bengaluru,Pune

Products Offered : MF, Insurance ,Direct Equity

Services Offered : Comprehensive Financial Planning

Biography

Started S9 in 2011 along with 4 college friends 3 of them CA & Prasad who’s CFP. Favorite books :- Monk who sold his Ferrari, Stay hungry Stay foolish, Inner Engineering, Rich Dad Poor Dad.

No. Of Families Served : 600

Other Areas Of Expertise : Digital content creation

Hobbies : Cricket,Trekking, Cooking,Meditation

Qualifications Details : BE, PGDM

Organisation Name : Finwise Personal Finance Solutions

Nature Of Business : Independent Financial Advisor

City/Area Of Location : Mumbai

Products/Services Offered : Mutual Funds, Insurance, PMSs, Derivatives, P2P

Services Offered : Comprehensive financial plans, portfolio reviews, goal based plans

Biography

Two quotes that best describe me are – “I may not have gone where I intended to go, but I think I have ended up where I needed to be – Douglas Adams”, & “The reasonable man adapts himself to the world, the unreasonable one persists in trying to adapt the world to himself. Therefore all progress depends on the unreasonable man – George Bernard Shaw”. The last 25 years have been exhilarating and where I am and what I am doing today is built upon the experiences that I have sought and had over these years. It has been a hugely satisfying journey, culminating in our building a practice through which we make a material change for the better in people’s financial well-being. A few books along the journey that have helped me shaped my thoughts and beliefs Rich Dad, Poor Dad – Robert Kiyosaki Man’s Search for Meaning – Viktor E Frankl Mindset – Carol Dweck Fooled By Randomness – Nassim N Taleb.

No. Of Families Served : 60

Website/Blog : www.finwise.in

Other Areas Of Expertise : Operations & Marketing, Customer Experience

Hobbies : Reading, Running, Road-trips to new places

Qualification Details : CERTIFIED FINANCIAL PLANNER (CM), CHARTERED TRUST & ESTATE PLANNER (AAFM)

Organisation Name : ROONGTA SECURITIES PVT LTD

Nature of Business : FINANCIAL SERVICES [MUTUAL FUND DISTRIBUTOR, INSURANCE ETC]

City :  Mumbai

Products offered : MUTUAL FUND, INSURANCE, LOANS ETC

Services offered : Mutual Funds, Tax Planning, Retirement Planning, Estate Planning, etc

Biography : –

No. of Families Served : 800

Website/Blog : www.roongtasecurities.com

Hobbies : FAMILY, WORK & SPORTS

Qualification Details : PGDBM NMIMS, BE Mechanical

Organisation Name : HI PACE WEALTH PRIVATE LIMITED

Nature of Business : MFD

City :  Mumbai

Products offered : Mutual Fund, NPS, Life Insurance, Health Insurance, Moror Insurance

Services offered : Retirement Planning, Investment in Mutual Fund, Insurance consultancy

Biography :

Founder, Hi Pace Wealth | Personal Finance Professional | 25+ Years of Experience

After nearly two decades in corporate leadership roles across brands like FIAT, HP, Airtel, and Tata Communications, I chose to shift gears — from chasing income to creating impact.

Today, as the founder of Hi Pace Wealth, I help individuals and families align their money with what truly matters: peace of mind, purpose, and freedom.

My approach is empathetic and structured — built around real conversations, practical systems, and a clear focus:

“Money is a medium. The true goal is happiness. Let’s build a life that reflects that.”

I work closely with professionals, NRIs, and business leaders to bring clarity to their financial lives through a simple, personal, and values-driven process we call the Financial Kundli.”

No. of Families Served : 800 Plus

Website/Blog : www.hipacewealth.com

Hobbies : Singing, Playing Cricket, Treaking

Qualification Details : Chartered Accountant and Certified Financial Planner

Organisation Name : InvestorKart

Nature of Business : Financial Planning

City :  Mumbai

Products offered : Mutual Funds, PMS, Insurance

Services offered : Tax Planning, Retirement Planning, Debt Management, Investment Planning

Biography : I have always been passionate about helping people deal with their personal finances.

Through my experiences, I have come to learn that a major source of stress for people relates with their personal finances (financial stress).

It is my constant endeavor to help people reduce this financial stress and enable them to focus their efforts to build and maintain a financially healthy life.

I believe that planning is more of an ‘art’ and having a proper plan increases the likelihood of financial success.

No. of Families Served : 85

Website/Blog : NA

Hobbies : Travelling, Music

Qualifications Details : B.Com ,C.F.P

Organisation Name : Tyche Financial Planners

Nature Of Business : Independent Financial Advisor, Mutual Fund Distributor, Distributor of other financial products(deposits, shares, insurance, loans, PMS,etc)

City/Area Of Location : Mumbai

Products Offered : Mutual Funds, Insurance, Fixed Deposits

Services Offered : Financial Planning

Biography

Hiren is co-founder and financial advisor in Tyche Financial Planners. He stepped into the field of financial services in the year 2000. Since 2011, he has been qualifying each year at MDRT (Million Dollar Round Table), a global association of the world’s leading life insurance and financial services professionals. He is now a CERTIFIED FINANCIAL PLANNERCM , a prestigious financial planning qualification recognised & respected worldwide by individuals, professionals and industry. As rightly said, passion isn’t just about career and money. Well for Hiren, it w was a rightful choice of career & passion to see people achieve financial freedom. Looking up to his father who always did the talking as a financial advisor, he restates that services are half rendered if it lacks the human quotient to it. With his expertise in the financial sector, he simply loves to help people achieve financial peace of mind.

No. Of Families Served : 150

Website/Blog : https://www.tychefp.com/

Qualification Details : M. Com

Organisation Name : Hiten Shah Finserv LLP

Nature of Business : Financial Services

City :  Pune

Products offered : Stock Broking, Mutual Funds, Conversion of OLD PHYSICAL shares, Insurance

Services offered : Detailed Financial Planning

Biography : Mr. Hiten Shah is a first-generation entrepreneur and one of India’s most respected financial mentors. With no prior industry experience, he demonstrated remarkable courage by venturing directly into the financial services sector—taking on what he describes as a “1000% risk of failure.” His vision, perseverance, and dedication transformed this risk into an inspiring success story.

Today, he leads Hiten Shah Finserv LLP, an ISO-certified financial services firm with its head office in Pune and a branch office in Mumbai, equipped with state-of-the-art infrastructure and advanced technology. Under his leadership, the firm has established itself as a trusted partner for thousands of investors across India.
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Core Services
Mutual Fund Distribution
Stock Broking
Insurance Advisory
Goal-Based Financial Planning
Conversion & Dematerialization of Old Physical Shares
Currently, Mr. Shah manages ₹350+ crores of investments across HNIs, corporates, and retail clients, reflecting his deep expertise and commitment to wealth creation.
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Unique Distinction
India’s only ISO-certified financial mentor specializing in physical share-related services.
Director & Active Board Member of:
PIFAA (Pune Independent Financial Advisor Association)
MFRT (Mutual Fund Round Table – Pan India Association)
Together representing 1000+ members across 100+ cities.
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Awards & Recognitions
Young Entrepreneur of the Year – CNBC TV18 (at age 25)
Service Excellence Award – CNBC TV18 Young Turks
India Book of Records Holder
MFRT Sanman Award – among 1000+ nominations
3rd Global Business Entrepreneur – Asian-African Chamber of Commerce
Pillar of Iron Award – by Ritu Shivpuri
Felicitated by the Governor of Maharashtra for social contributions during COVID-19
Pune Pride Award – 2021
Pillar of Iron Award – 2021
Numerous other industry accolades
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Social Contributions
Beyond business, Mr. Shah actively contributes to society and is associated with:
Rotary Club of Pune East
Jain International Trade Organisation (JITO)
Young Indians (Yi)
Multiple social and charitable initiatives
He has also voluntarily donated blood more than 30 times, exemplifying his dedication to public welfare.
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Personal Interests
Outside of his professional commitments, Mr. Shah is passionate about cycling, networking, and community service. He believes in building meaningful relationships and empowering people around him.

No. of Families Served : 400

Website/Blog : www.hitenshah.in

Hobbies : Cycling, Networking

Qualifications Details : B.Com

Organisation Name : Daftari Investment

Nature Of Business : Mutual Fund Distributor, Distributor of other financial products(deposits, shares, insurance, loans, PMS,etc)

City/Area Of Location : Mumbai,Gujarat

Products Offered : Mutual Funds, Insurance

Services Offered : Goal Base Financial Planning

Biography

I started my careet as an insurance Agent in 198 & have spend over last 3 decades in the field of financial advisory. My company Daftari Investment provides services across spectrum which includes need based financial planning, insurance, Mutual funds, loans, investing in bonds.
as a endeavour to upgrade my knowledge, i pursued CFP in 2009 and after that my focus area has been need based financial planning and risk based asset allocation for my clients.
i have found my inspiration in many books but would like to mention Seven Habits of Highly Effective People by Stephen covey and Bhagwat Gita as most influential texts.

No. Of Families Served : 300

Hobbies : Reading, Travelling

Qualifications Details : CFP, RIA

Organisation Name : Full Circle Financial Planners and Advisors

Nature Of Business : Registered Investment Advisor(RIA)

City/Area Of Location : Mumbai

Products Offered : Mutual Funds, Insurance, Fixed Income products

Services Offered : Comprehensive Financial Planning and Investment Advisory

Biography

Based in Mumbai, he has been in the financial field since the past 15 years. Kalpesh offers dedicated Personal Financial Planning and Investment Advisory services to individuals and families residing in India and NRIs based globally. He regularly features on Personal Finance shows on various television channels.   Apart from this, he contributes articles on Financial Awareness and Financial Planning to business newspapers and digital media.Kalpesh has also authored ‘Yours Financially’ a fictional personal finance based story of two couples with a bollywood undertone which makes it a compelling read. He also makes presentations to schools and colleges which stress the importance of inculcating Financial Awareness among students from an early age. His firm belief is that Financial Awareness is a necessity for every earning Individual at any stage of his life. Kalpesh is an avid cinema and cricket lover.

No. Of Families Served : 60

Website/Blog : www.fullcirclefpa.com

Other Areas Of Expertise : Communication skills, Networking, Imparting Financial Awareness

Hobbies : Movies, Cricket

Qualifications Details : BSC, MBA, LLB, CFP

Organisation Name : Transcend

Nature Of Business : Independent Financial Advisor, Mutual Fund Distributor, Distributor of other financial products(deposits, shares, insurance, loans, PMS,etc), Trainer/Consultant

City/Area Of Location : Mumbai

Products Offered : Mutual Funds, Equity, Life Insurance, Health Insurance, Fixed Deposits, Bonds

Services Offered : FP, Legal, Tax

Biography

Trying to find the “Why” in everything we do; food, religion, philosophy and everywhere else. Some books I like; Start with Why, Jonathan Livingstone Seagull, Inner Engineering, What Clients Love, Blue Ocean

No. Of Families Served : 200

Website/Blog : www.transcendwealthmanagement.com

Other Areas Of Expertise : Climate Finance, Smart City, Law

Hobbies : Science Fiction Movies

Qualification Details : MBA finance, cfp.

Organisation Name : Tyche- transforming lives

Nature of Business : Distribution

City :  Mumbai

Products offered : Mutual fund, pms, aif, fds, bonds, nps, insurance

Services offered : Investment in mf, goal planning, estate planning

Biography :

At Tyche, our mission is simple yet powerful:
to empower individuals and businesses with
the knowledge and tools they need to
navigate the complexities of finance and
build a secure financial future. We believe
that financial success should be within
everyone’s reach, and we are committed to
making this vision a reality.

No. of Families Served : 300

Website/Blog : www.tychefp@gmail.com

Hobbies : Traveling, swimming, diving

Qualifications Details : Chartered Wealth Manager

Organisation Name : PlantRich Consultancy LLP

Nature Of Business : Distribution

City/Area Of Location : Mumbai

Products Offered : Direct Equity, MF, PMS, AIF, BONDS, INSURANCE, NPS

Services Offered : All

Biography : Growing up, I saw how conversations around money could either bring families together or tear them apart. That’s when I knew I wanted to help people change their relationship with money.

At 18, I joined financial services because it valued what you could do, not just your qualifications. I started with basic licenses and thought I was doing well until 2012 happened.

I attended this financial conference in Philadelphia and realized I’d been approaching everything wrong. I wasn’t meant to just sell products, I was meant to help people completely transform how they think about money. That night, I decided I would touch 10,000 lives and help rewrite 10,000 money stories.

While other advisors focused on getting more clients, I chose to go deeper with fewer families. This approach led me to:

→ Train over 5,000 professionals
→ Work with 300 families who achieved their financial goals
→ Create ongoing relationships where I could guide families through every stage of their financial journey

What made the real difference was this long-term approach.

I call myself a Money Monk because I’ve learned that managing money is both practical and spiritual. Money isn’t just numbers on a spreadsheet, it’s energy that needs to flow purposefully. When you see money as energy that needs to flow rather than something to hoard, everything shifts.

Today, through my companies PlantRich and Vama PlantRich, I work mainly with:

→ NRIs managing finances across countries
→ Corporate professionals who want financial peace of mind
→ Families who’ve tried managing money alone but want professional guidance
→ Doctors and healthcare professionals through Vama PlantRich, our specialized wealth management service for medical professionals.

Every situation is different, so I never use the same approach twice.

Instead of trying to serve thousands of clients quickly, I’m building relationships with families over decades. I want to be there for their children’s education, their retirement, and everything in between.

After 15 years of doing this work, the best part isn’t just the business success, it’s when families tell me they finally feel confident about their financial future. That’s when I know this journey has been worth it.

No. Of Families Served : 350

Website/Blog : www.plantrich.in

Other Areas Of Expertise : Fitness, Music, Counselling, Spreading Optimism all across.

Hobbies : Music, Reading, Philosophy

Qualification Details : MBA, CFA

Organisation Name : Avior Finserv

Nature of Business : MFD

City :  Mumbai

Products offered : Mutual Fund

Services offered : Investment in Mutual Funds

Biography :
25 years of capital market experience including 10 years of professional Fund management in a AMC

No. of Families Served : 100

Website/Blog : NA

Hobbies : Singing , Poker , Movies

Qualifications Details : Bcom , CFP ,QPFP

Organisation Name : Litesh N Khona

Nature of Business : Personal Finance Professional

City/Area of Location : Mumbai / Ghatkopar

Products Offered : Mutual Fund – Health , Accident & Overseas Travel Insuramce
Services Offered : Investments in Mutual Fund

Biography : Ethical Practice , Client First Approach , Long Term Relationship
No. of Families Served : 500

Website/Blog : www.lnk.fit/

Hobbies : Travelling , Singing

Qualifications Details : CFP, CTEP, LLB, M.Com

Organisation Name : SOLUFIN

Nature Of Business : Financial services and Estate Planning

City/Area Of Location : Mumbai

Products Offered : Mutual funds, Company FDs, Wills, Insurance, etc

Services Offered : Investment in Mutual funds and Estate Planning

Biography
Having started her journey in the world of personal finance as one of the youngest Certified Financial Planners® over a decade ago, Mohini has carved a niche for herself working with individuals, families, and corporates for their investment needs in different capacities and through different products.

She has forayed into estate planning and legal advisory in the last few years and also undertakes various teaching assignments relating to her areas of practice.

She strives to create a sweet spot between investments, consulting and education to make an impact on as many families as she can.

No. Of Families Served : 150

Website/Blog : www.solufinonline.com

Other Areas Of Expertise : Writing, Content creation, Law, Public Speaking

Hobbies : Music, travel, food

Qualification Details : CFP, CA, LLB, RFC

Organisation Name : Fasttrack Financial Planners

Nature Of Business : Independent Financial Advisor, Mutual Fund Distributor, Distributor of other financial products(deposits, shares, insurance, loans, PMS,etc)

City :  Mumbai

Products Offered : ALL

Services Offered : ALL

Biography :

Neeraj Bahal is Founder of FasttrackFP, a respected finance professional firm established in 2006. A Qualified Chartered Accountant and a law Graduate with certifications in AMFI, IRDA, and FPSB, Neeraj combines deep industry knowledge with a client-centric approach. Under his leadership,
FasttrackFP delivers personalized solutions in financial services, investments, insurance, tax services, and corporate advisory.

His philosophy centers on integrity, innovation, and continuous learning, ensuring clients achieve their financial goals. Beyond his professional role,
Neeraj is dedicated to community service and financial literacy, solidifying his reputation as a trusted advisor and industry thought leader.

No. Of Families Served : 350

Website/Blog : www.fasttrackfp.com

Other Areas Of Expertise :Dematerialisation of Physical Shares

Hobbies : Playin different Sports and collecting good whiskey

Qualifications Details : B. Sc. (Physics), PGDM (Finance), QPFP

Organisation Name : W2D Finverse

Nature Of Business : Mutual Fund Distribution, Insurance Advisory

City/Area Of Location : Vadodara

Products Offered : Mutual Funds, Insurance, PMS, AIFs

Services Offered : Goal based investment recommendations

Biography

W2D Finverse is a partnership company started in 2017 by two brothers, Nikhil and Harish Karnik.

Nikhil carries with him a total experience of over 31 years, out of which 28 years has been with the mutual fund industry in various capacities – a Corporate Treasury Manager investing in MFs; a Mutual Fund employee having worked with Franklin Templeton Investments for 14 year; a Corporate Trainer – having done close to 500 Investor Awareness Programmes across the country for some of the largest Mutual Fund companies in the country; Mutual Fund Distributor for the last 8 years and a Mutual Fund investor in personal capacity for the last 25 years.

Harish carries with him a total experience of over 25 years, having spent a lot of time as a Banker with HDFC Bank, Standard Chartered Bank and finally with HSBC. He became an independent financial advisor in 2008 and worked as a solopreneur till 2017 when W2D Finverse was set up.

The company operates out of Vadodara, but has clients in 20 cities in India and 9 countries outside India. It currently manages 350 families with around 500 individual clients and Mutual Fund AUM of Rs. 200 Crore.

No. Of Families Served : 350

Website/Blog :  NA

Hobbies : Reading (fiction, non-fiction), Music, Sports (Formula1, Cricket), Travelling

Qualifications Details : MBA, CFP

Organisation Name : Fynomics

Nature Of Business : Independent Financial Advisor, Mutual Fund Distributor, Distributor of other financial products(deposits, shares, insurance, loans, PMS,etc), Trainer/Consultant

City/Area Of Location : Navi Mumbai

Products Offered : Mutual Funds, Insurance, PMS, Loans

Services Offered : Financial planning , documents’ alignment

Biography

Nisha has also done the Life Planning course from Kinder Institute of Life Planning aong with an MBA in Finance and Marketing and CFP. She is passionate about personal finance and has vast experience is various facets of this field of over 14 years. She is a financial literacy enthusiast, has a penchant for swimming and is an avid traveller

No. Of Families Served : 50

Other Areas Of Expertise : Insurance and Relationship Management

Organisation Name : Nimit Consultancy

City/Area Of Location : Mumbai

Products Offered : Mutual Funds, PMS, AIF, Insurance Consultancy , Tax Consultancy , Salary Structuring Consultancy

Services Offered : Personal Tax Planning ,Tax Advisory, Business Consulting , Financial Analysis

Qualification Details : BBA

Organisation Name : Value Wealth

Nature of Business : MFD

City :  Thane

Products offered : MF & Loan

Services offered : investment in Mutual Fund

Biography : VALUE WEALTH

No. of Families Served : 500

Website/Blog : www.valuewealth.in

Hobbies : Swimming and Tennis

Qualifications Details : MBA

Organisation Name : Unicorn Investment Managers & Fundvaliz

Nature Of Business : PMS and Wealth Management

City/Area Of Location : Mumbai

Products Offered : PMS & MF

Services Offered : PMS & MF

Biography

Pawan Mehar is the Founder & CEO of Unicorn Investment Managers LLP, a SEBI-registered PMS firm, and Founder of Fundvaliz LLP a wealth Management firm. With over 21 years of experience in the financial services industry, including leadership roles at ICICI Prudential AMC and Aditya Birla Sun Life AMC, he specialises in portfolio management, quantitative strategies, and wealth advisory. At Unicorn, portfolios are built on quant-driven strategies, blending research and discipline to create future-ready investment solutions.

No. Of Families Served : 500

Website/Blog : www.unicornim.in www.fundvaliz.com

Hobbies : Watching Movies, Reading

Qualification Details : MBA – FINANCE FROM SIMSR & INVESTMENT ANALYSIS AND PORTFOLIO MANAGEMENT FROM IIM – BANGALORE.

Organisation Name : TRANQUIL INVESTMENTS

Nature of Business : MUTUAL FUND DISTRIBUTION

City :  MULUND WEST – MUMBAI

Products offered : PRIMARILY MUTUAL FUNDS, BONDS NCD’S AND CORPORTATE FUNDS.

Services offered : INVESTMENT IN MUTUAL FUNDS

Biography : Hi, I’m Payal Bhavesh Thakkar, founder of Tranquil Investments and an AMFI-Registered Mutual Fund Distributor.

Over the past 20+ years, I’ve worked with some of India’s most respected financial institutions, including ICICI Prudential Life Insurance, Max New York Life Insurance, HDFC Bank, and Kotak Bank. With an MBA in Finance from SIMSR and advanced training in Investment Analysis and Portfolio Management from IIM Bangalore, I bring both academic and practical expertise to my work.

In 2017, I started Tranquil Investments to guide people in navigating the world of investments with ease and confidence. My focus is on mutual funds, wealth-building solutions, and investor education, helping clients align their money with their life goals.

I’m passionate about making investing approachable and stress-free, while building long-term relationships based on trust and transparency.

📌 Always open to meaningful conversations around investments, wealth creation, and empowering individuals to take charge of their financial journey.

No. of Families Served : 200+

Website/Blog : www.tranquilinvestments.com/

Hobbies : MUSIC AND TRAVELLING

Qualification Details : Cfp

Organisation Name : Poonam Rungta CFP

Nature of Business : Financial services

City :  Mumbai / Goregaon

Products offered : Life Insurance, General insurance, MF, FD, NPS,PMS

Services offered : Mutual fund, Retirement Planning, investment Planning

Biography : I am Passionate about Helping, guiding and learning about Finance, an avid reader, & a traveller. Active on Business channels

No. of Families Served : 300+

Website/Blog : None

Hobbies : Gardening, Travelling

Qualifications Details : BSc, MBA

Organisation Name : Finwise Personal Finance Solutions

Nature Of Business : Independent Financial Advisor

City/Area Of Location : Mumbai

Products Offered : Mutual Funds, PMS, P2P, Term Insurance

Services Offered : Comprehensive Financial Planning, Wills

Biography

Career wise all my decisions have been by chance rather than choice. I stumbled upon sales and took to it very easily. When I decided to quit the rat race and do something meaningful and fulfilling, financial planning looked appropriate, and the journey of walking with people and nudging them towards financial well-being has been supremely satisfying. The contentment which I get from work is unparalleled and I feel fortunate to be closely involved with so many people and their lives. Meeting new people and interacting extensively with them is something which keeps me in top spirits.

No. Of Families Served : 60

Website/Blog : www.finwise.in

Other Areas Of Expertise : Sales & Marketing

Hobbies : Cooking

Qualifications Details : MBA (Finance), CFP

Organisation Name : Priyanka Wealth Advisors

Nature Of Business : Independent Financial Advisor, Mutual Fund Distributor, Distributor of other financial products(deposits, shares, insurance, loans, PMS,etc)

City/Area Of Location : Mumbai (Powai, Thane)

Products Offered : Mutual Funds, Insurance, PMS, Corporate Deposits

Services Offered : Comprehensive Financial Planning, Will Writing, IT Returns filing

Biography

I am a second generation entrepreneur in the investment advisory business started by my father. Joined the business in 2012 after working with CMIE (Center for Monitoring Indian Economy) & CRISIL as a research analyst. We had our Powai office since 1999 and started the Thane Office in 2014. I have always been interested in finance and started investing with my first pay cheque.
As a financial planner, I believe in the simple motto -‘It’s important to balance your savings and expenses’. My motto translates to my services and I have always inspired my clients to be diligent with their investments.

No. Of Families Served : 750

Website/Blog : Www.priyankawa.com

Other Areas Of Expertise : Digital Media

Hobbies : Reading & Travelling

Qualifications Details : R.F.C., NISM XA, Cert.Goal Planner AAFM

Organisation Name : Sampat Invest Insure PVT LTD.

Nature Of Business : Distributiors of Mutual Funds & Insurance, ESTATE PLANNERS.

City/Area Of Location : Mumbai

Products Offered : Mutual Funds. Life Insurance. General Insurance. WILL

Services Offered : investment in Mutual Funds, Tax Planning, Retirement Planning, Estate Planning
Biography : Serving Working Professionals from all walks of Life since.1980.

No. Of Families Served : 270

Website/Blog : www.sampatinvestments.com

Other Areas Of Expertise : Estate Planning & Execution.

Hobbies : Stand Up.

Qualification Details : QPFP – Financial Planning, BCOM

Organisation Name : Pratham Services Fincorp LLP

Nature of Business : Wealth Management

City :  Mulund

Products offered : Mutual Fund, Insurance, NPS, P2P lending

Services offered : investment in Mutual Funds, Tax Planning, Retirement Planning, Estate Planning, Insurance, IPO, EPF Servicing, Homeloans

Biography :

With over 55 years of combined experience, Pratham Services Fincorp LLP brings deep knowledge and professionalism to wealth management. We focus on building trust and understanding your unique financial needs.

Choosing the right professionals for wealth management is not just about numbers—it’s about trust, expertise, and a deep understanding of your unique needs. At Pratham Services Fincorp LLP, we don’t just manage your wealth; we guide you to financial decisions that secure your future. We believe in educating our clients, not selling to them, and helping you understand the benefits of strategic financial choices for you, your family, and your business. With over 55 years of collective experience between our two partners, we have the knowledge and dedication to ensure your happiness and a secure financial future.

No. of Families Served : 1200

Website/Blog : prathamservices.com

Hobbies : Reading, Talking to people

Qualifications Details : CA CFP

Organisation Name : LifeStrategies

Nature Of Business : Financial Investment Services

City/Area Of Location : Mumbai

Products Offered : Mutual Fund, Equity

Services Offered : Investment in Mutual Fund, Tax Planning, Retirement Planning

Biography

I am a Chartered Accountant’s (CA) and Certified Financial Planners (CFP). We are Result Certified Coaches (RCC) from the Neuroleadership Group of Australia & have completed my Basic & Advanced training in Life Planning from the Kinder Institute of Life Planning. We are also Retirement Coaches & have deep conversations with clients regarding their agenda Post Retirement.

No. Of Families Served : 500

Website/Blog : www.lifestrategies.in

Hobbies : Swimming & Reading

Qualifications Details : CA,CFP

Organisation Name : Gada & Haria Financial Services

Nature Of Business : Mutual Fund Distributor

City/Area Of Location : Mumbai

Products Offered : MF, FD/NCD/Bond, Life Insurance, PMS, AIF etc

Services Offered : Investment in Mutual Funds, Tax Planning, Retirement Planning, Estate & Succession Planning

Biography

Rajesh Gada is a qualified Chartered Accountant and “Certified Financial Planner” with specialization in Tax Planning, investment & insurance with more than 25 years of experience.
He regularly conducts various seminars & workshops on the subject of Life Insurance, Retirement Planning, and Financial Planning & Wealth Management etc.
Rajesh believes in the motto of continuous learning and participates in number of educational seminars to gain professional knowledge as well as he participates in various events/seminar to explore life and spirituality. He is a voracious reader and love to read on business management, leadership, motivation, politics, economy, social science and good governance. He loves listening to song and ghazal and watching movies & dramas and enjoys being with nature.
He is also actively involved as a volunteer in spreading awareness & guiding people about “The Right to Information Act.”

No. of Families Served : 1000+

Website/Blog : www.gadaharia.com

Other Areas Of Expertise : Volunteer for Right to Information (RTI) Act, Good Governance

Hobbies : Reading

Qualification Details : CFP, MBA, EPBM, QPFP

Organisation Name : Trustner Asset Services Pvt Ltd

Nature of Business : Financial Product Distribution

City :  Guwahati

Products offered : MF, Insurance, LAS, Stock Broking etc

Services offered : MFD

Biography :

Ram Shah is the Founder & CEO of Trustner Asset Services and Trustner Insurance Brokers, North East India’s first IRDAI-licensed insurance broker. With over 12 years of corporate experience and a decade in entrepreneurship, he is dedicated to building a client-first, transparent financial advisory platform. Passionate about education and financial literacy, he actively mentors teams, conducts investor awareness programs, and champions ethical planning. Committed to lifelong learning, including IIM Calcutta’s Private Equity programme, Ram envisions Trustner as a legacy brand delivering trust, innovation, and financial empowerment to every household across India.

No. of Families Served : 1000

Website/Blog : www.trustner.in

Hobbies : Reading, traveling

Qualification Details : MBA

Organisation Name : R. S. Financial Services

Nature of Business : Financial Advisor

City :  Mumbai

Products offered : Mutual funds, life n general insurance, tax filing etc

Services offered : Mutual funds, Retirement Planning n Tax Filing

Biography :

Rashmi Shah – Financial Advisor

No. of Families Served : 300

Website/Blog : www.rashmishah.in

Hobbies : Gardening n Reading

Qualifications Details : Graduate

Organisation Name : Mondial MMX Financial Distributors PVT.Ltd

Nature Of Business : Multi Financial Products distribution

City/Area Of Location : Mumbai

Products Offered : Insurance (Life & General) Equity (MF, Stock Advisory, PMS, AIF) Gift City Options Alternate Investments (SDI, P2P, Fractional Real Estate, Invoice Discounting, Lease Financing, Start up Funds) Corporate FDs Properties Loans

Services Offered : Investment in Mutual Funds, Investment in Alternate Investments, NRI offerings (Gift City),Tax Planning, Retirement Planning, Child Planning ,Estate Planning & Loan Restructuring.

Biography

Rtn. Chetan Joshi has more than 25 years of experience in the financial field, including 17 years in technology. He is among the rare professionals with deep knowledge and hands-on experience in both Finance & Technology.

On the finance front, he guides clients in making the right financial decisions through his Multi Financial Products distribution company Mondial MMX Financial Distributors Pvt. Ltd. He holds several accreditations such as AFP, LUTCF, NCFM, Certificate of Life Insurance College, MDP from IIM-Indore and more.

Mondial MMX Financial Distributors Pvt. Ltd. is a Mumbai-based Multi-Financial Products Distribution firm, AMFI registered as MFD, serving 1000+ clients in India & abroad since 2000.

He is a member of MDRT USA since 2007 and in the last 18 years has achieved 5 MDRT, 6 COT & 7 TOT qualifications. He regularly attends MDRT conferences in the USA to stay updated with global financial trends.

He is associated with Rotary Club of Borivali for more then 16 years and is also a BNI member since 2017, renewed till 2029.

Here are few of the Financial products distributed by Mondial MMX Financial…

Insurance (Life & General)
Equity (MF, Stock Advisory, PMS, AIF)
Gift City Options
Alternate Investments (SDI, P2P, Fractional Real Estate, Invoice Discounting, Lease Financing, Start up Funds)
Corporate FDs
Properties
Loans

No. of Families Served : 1000+

Website/Blog : www.mondialmmx.com

Hobbies : Travelling

Qualifications Details : B.Sc, QPFP, MF and PMS certified

Organisation Name : GKFS LLP

Nature of Business : Personal Finance Professional

City/Area of Location : Airoli, Navi Mumbai

Products Offered : MF, PMS, MLDs, GRIP, Cororate FDs

Biography : We help our clients achieve Financial Freedom, Peace of Mind and create Generational Wealth

No. of Families Served : 300

Website/Blog : www.gkfsindia.com

Hobbies : Reading, Writing, Listening to music

Qualification Details : 1. CFP 2. B.A. (Sociology), 3. Hotel Management

Organisation Name : Shrirupa Financial Services

Nature of Business : Personal finance professional

City :  Mumbai

Products offered : Mutual Funds, PMS, Small case, Life and Health Insurance, Bonds and NCDs, and Corporate Fixed Deposits

Services offered : Goal based planning through product/service offerings in Mutual Funds, Pension plans, and other financial products

Biography :

I offer holistic financial services, assisting my clients in achieving their financial goals. The name of my business entity, ‘Shrirupa,’ another name for Goddess Laxmi, aligns closely with my goal of ensuring financial well-being for my clients.

Partnering with Prudent Corporate has enabled me to have broad access to financial products/services and a platform that helps with complete portfolio insights.

With over 12 years of experience in the financial services industry, I have been able to build trust with my clients through regular portfolio reviews, transparent comminication, and timely updates.

I believe in continuously updating and upgrading my knowledge, largely assisted by seminars/webinars, books, and learning from peers. FPSC has contributed immensely to my professional growth.

No. of Families Served : 85

Website/Blog : www.shrirupafinancialservices.com

Hobbies : Reading, Cooking, Travelling and Wellness

Qualification Details : BCOM, IIIL, CFP

Organisation Name : MY FIN TREE

Nature of Business : INVESTMENT & INSURANCE PRODUCTS DISTRIBUTON

City :  Mumbai

Products offered : Mutual Funds, PMS, Bonds, Insurance, AIF.

Services offered : Investments in financial & insurance products, along with related incidental advice.

Biography : Change has been the only constant in my life — a lesson that truly crystallized when I read “Who Moved My Cheese”, a book that forever shifted my perspective. From changing school syllabi to evolving business landscapes, I learned early that adaptability is not optional, it is essential.

As the Founder of My Fin Tree, I’ve built a firm where clients can access a wide range of investment and insurance solutions, carefully designed to cater to their unique needs and life goals.

Inspired by the philosophy of ZEN, I believe true advising is about simplicity, clarity, and balance. Together with my team, I work closely with clients to manage, protect, and grow their wealth, ensuring every financial decision aligns with their long-term aspirations.

I hold a Bachelor’s degree in Commerce, along with certifications in Insurance, AMFI, and CFP. With over 20 years of experience, I help clients go beyond buying products — guiding them in designing purposeful financial journeys that cover risk protection, wealth creation, and financial security.

No. of Families Served : 400

Website/Blog : www.myfintree.com/

Hobbies : Yoga, Talking to people, Travelling

Qualifications Details : MBA finance

Organisation Name : Fundvaliz

Nature Of Business : Distributor of other financial products(deposits, shares, insurance, loans, PMS,etc)

City/Area Of Location : Mumbai

Products Offered : Mutual Funds , Insurance – Life and General.

Services Offered : Comprehensive Financial Planning

Biography

Evolving in value thinking.

No. Of Families Served : 75

Website/Blog : www.fundvaliz.com

Other Areas Of Expertise : Spirituality

Hobbies : Reading books and exploring new places with history.

Qualifications Details : CA, CWM

Organisation Name : Money Mantra

Nature Of Business : Independent Financial Advisor, Mutual Fund Distributor, Distributor of other financial products(deposits, shares, insurance, loans, PMS,etc)

City/Area Of Location : Mumbai

Products Offered : MFs, Insurance, PMS, Shares, Deposits

Services Offered : Comprehensive Financial Planning, Estate planning

Biography

I am an avid reader and an adventurous cook. Being a second generational wealth advisor brings along it’s own set of challenges but it also has led to a lot of learning from the industry stalwarts. After completing my Chartered Accountancy, I worked with ICICI Bank for 1.5 years post which I decided to make the jump from being an employee to an entrepreneur. It has been an interesting journey and the industry has been extremely warm and welcoming.

No. Of Families Served : 200

Website/Blog : www.prosperomoney.net

Hobbies : Reading, baking, travelling

Qualifications Details : MCom, CFA, NISM Investment Adviser

Organisation Name : My Wealth Guide

Nature Of Business : Mutual Fund Distributor, Distributor of other financial products(deposits, shares, insurance, loans, PMS,etc)

City/Area Of Location : Mumbai

Products Offered : Mutual Funds, PMS, Govt Schemes, FDs, Gold Bonds, Insurance, Equities, ETFs

Services Offered : Goal Based Financial Plan, Portfolio Restructuring, Maintaining Records, Wills, Basic Taxation

Biography

She started her career with McKinsey India in their research department gaining exposure to complex analytical frameworks and cutting edge tools. Thereafter she did an 8 year stint at Rare Enterprises, managing the $2bn proprietary portfolio (public and private) of Mr Rakesh Jhunjhunwala, India’s largest private investor and was involved in several in-depth value creation studies for several portfolio companies. She boasts of 16 years of experience in financial services industry.
Post her career as a professional at two of the premier places to learn finance, she realised that her passion was to spread financial literacy with transparency to every strata of society. That led to founding My Wealth Guide, an endeavour to help people become financially independent and attain their goals. She also co-founded HL Investrade which worked to develop investment strategies using cutting edge techniques involving artificial intelligence.
Apart from a passion for finance, she has varied interests. She is a voracious reader, speaks French, blogs about food and travel (Foodalong) and has started a community for theatre lovers (It’s Showtime).

No. Of Families Served : 15

Website/Blog : https://www.mywealthguide.com/

Other Areas Of Expertise : Equity Analysis, Personal Records Management

Hobbies : Food & Travel Blogging (Foodalong), Theatre (It’s Showtime), Fiction & Non Fiction Books

Qualifications Details : B.com, A.C.A.

Organisation Name : Money Mantra

Nature Of Business : Mutual Fund Distributor, Distributor of other financial products(deposits, shares, insurance, loans, PMS,etc)

City/Area Of Location : Mumbai

Products Offered : Mutual Funds, Insurance, Corporate Deposits

Services Offered : Mainly Broader/Big Picture & Basic Fin Planning, Investment Planning & Tax Planning

Biography

In 1988 started as an LIC Agent. Mutual Fund Distribution was a natural progression (2004). Enjoy guiding & hand holding families in the area of Personal Finance. Hate complexity. Always try & provide very simple solutions. Stock Market has always fascinated me. One of the Book which I like very much is “7 Habits of Highly Effective People” by Stephen Covey.

No. Of Families Served : 100

Hobbies : Travelling, Reading, Eating.

Qualification Details : CFA

Organisation Name : Circle Wealth Advisors Pvt Ltd

Nature of Business : Corporate RIA

City :  Mumbai

Products Offered : Mutual Funds, PMS, NPS

Services Offered : Comprehensive Financial Planning, Estate Planning, Retirement Planning

Biography :

Saurabh Mittal is the Founding Director, providing financial planning and wealth management services to its niche client base. Saurabh features daily on Radio One 94.3 FM and shares his insights about personal finance on the very popular show – Good Morning Mumbai with RJ Hrishi K since April of 2012. He also writes in well known publications like Mint, ET etc. A Commerce Graduate, CFP and CFA charter holder, Saurabh has more than a decade`s experience in financial markets. He oversees the research, investment management, and compliance functions of Circle Wealth Advisors. Cash flow management is his forte and he advises Circle’s business clients on prudently managing their cash flow and investments.

No. of Families Served : 90

Website/Blog : www.cwa.co.in

Hobbies : Exploring food cuisines, Travelling

Qualifications Details : CFP, QPFP, MBA

Organisation Name : Plan Happy Wealth

Nature Of Business : Personal Finance Professional

City/Area Of Location : Mumbai

Products Offered : Mutual Funds, Insurance, P2P, NPS, Invoice Discounting, MLD, Fractional Investing

Services Offered : Investment in Mutual Funds, Goal based Investing, Comprehensive Financial Planning, Retirement Planning, Estate Planning

Biography : I help high-earning CXOs & entrepreneurs build a secure financial future by offering personalized retirement, insurance and estate planning services. I provide comprehensive financial solutions designed to help clients achieve their goals while ensuring their family’s future is safeguarded.

No. Of Families Served : 100

Website/Blog : www.planhappywealth.com

Hobbies : Reading, Dancing

Qualifications Details : B.Com, LL.B

Organisation Name : GKFS LLP

Nature Of Business : Personal Finance professional

City/Area Of Location : Navi Mumbai

Products Offered : Mutual fund, PMS,AIF, Corporate FD,GRIP, MLDs

Services Offered : Investment services

Biography : I specialise in helping high earning professionals secure their financial future. This helps them to create generational wealth, get confident about stress free retirement, safeguard family’s financial future.

I simplify the complexity of Personal Finance with Predictive Intelligence and help overcome our client’s blindspots so that they enjoy their life peacefully and follow their passion

No. Of Families Served : 350 Plus

Website/Blog : www.gkfsindia.com

Hobbies : Playing chess, listening to music

Qualifications Details : Master in Finance, CFP

Organisation Name : Manek Financial Advisors Pvt Ltd

Nature Of Business : Investment Advisory

City/Area Of Location : Mumbai

Products Offered : Equity & Debt Products: Stocks, ETFs, Mutual Funds, PMS, AIFs (Cat I/II/III), MLDs ; Fixed Income & Credit Products: Bonds (listed/unlisted), NCDs, Corporate FDs; Loans: LAS, Personal, Housing, Vehicle; Commodities: Gold, Silver (ETF, Index, Physical); Real Estate: Residential, Commercial, Land ; Insurance: Life, Health, Motor, Travel ; Cross-border (offshore) Investments via GIFT City: India ↔ Global investments

Services Offered : Financial Planning, Wealth Management, Existing Portfolio Review & Re-evaluation, Corporate Finance & Fundraising, Family Office Setup, Succession & Estate Planning, Risk & Insurance Planning, Debt Management & Restructuring, Immigration & Investment Visa Advisory, Budgeting & Cash Flow Management, Taxation planning, Retirement planning

Biography

Sonesh Dedhia is a seasoned finance professional with over 23 years of experience in the financial services industry. A Certified Financial Planner (CFP) and postgraduate in finance, Sonesh began his journey in the world of product distribution, evolving into one of the early pioneers of fee-based investment advisory in India.

He is the Founder & CEO of Manek Financial Advisors Pvt. Ltd., a SEBI-Registered Investment Advisory firm known for its strategic, relationship-driven approach to wealth creation. Under his leadership, Manek Financial serves a global clientele comprising salaried professionals, entrepreneurs, NRIs, HNIs, UHNIs, family offices, and corporate treasuries, offering services ranging from customised portfolio structuring and estate planning to global investing, debt advisory, and family office setup.

Sonesh is also the Co-Founder of IFANOW, a cutting-edge B2B wealth-tech platform that empowers financial advisors across India with scalable digital solutions. IFANOW simplifies multi-asset tracking, goal planning, analytics, and compliance—enabling advisors to build tech-first, future-ready practices.

Driven by a belief that true wealth is built predictably, not impulsively, Sonesh and his firms stand for integrity, transparency, and disciplined execution. His professional philosophy rests on structured implementation and long-term strategy, creating value beyond transactions.

With an eye on innovation and a deep understanding of global markets, Sonesh continues to play a transformative role in India’s evolving wealth management and fin-tech landscape.

No. Of Families Served : 250

Website/Blog : www.manekfinancial.com

Qualification Details : BE, MBA

Organisation Name : Polestar Investments

Nature of Business : Mutual Fund & Insurance

City :  Mumbai

Products offered : Mutual Funds, PMS/AIF, Insurance,

Services offered : Retirement Planning, Education Planning, Goal Planning,

Biography :

Together we have more than 40 years of work experience in the field of Finance and Investments. Polestar means a “guiding star” that shines brightly in the northern sky, showing the right direction to the lost traveler. It is also called constant, eternal, firm, and faithful. And that’s exactly the role we see ourselves playing in your investment journey.As our name suggests, we believe in being the guiding star to our clients,

No. of Families Served : 100

Website/Blog : www.polestarinvest.com/

Hobbies : Playing Badminton over weekends and Reading

Qualifications Details : B.Com, MBA

Organisation Name : Sujata Kabraji

Nature Of Business : Mutual Fund Distributor

City/Area Of Location : Mumbai

Products Offered : Mutual Funds

Services Offered : As required

Biography

Always a student – keen to learn-regardless who is the teacher. Like sharing knowledge. My journey has been amazing – exposure to a wide variety of industries with a lot of learning along the way. My work in this industry has made me passionate about addressing the financial concerns of women.

No. Of Families Served : 38

Website/Blog : www.sujatakabraji.com

Other Areas Of Expertise : Psychology, Gender Equality, Social Responsibility

Hobbies : Swimming, Travel, Reading

Qualifications Details : B.E. (Electrical), CFP (Certified Financial Planner)

Organisation Name : Sujit Shah Financial Services

Nature Of Business : Mutual Fund Distributor, Distributor of other financial products(deposits, shares, insurance, loans, PMS,etc)

City/Area Of Location : Andheri (East), Mumbai

Products Offered : Mutual Fund, Insurance, Loan against securities, Home Loans

Services Offered : Cash Flow management, compilation of their assets and liabilities, tax optimisation, financial goal planning, retirement planning

Biography : I have been in Software industry for 27 years. But then this noble profession of Financial Planning attracted me to take this profession full time. My career started in Jan 2008 as a part-time IFA and then took up this as a full-time profession from Jan 2014. Being an engineer by qualification, I am good at different calculations and logic. Being in software, I know that there is always “if” and “else” and so I evaluate each product and each financial decision with Pros as well as its Cons.

Currently I am carrying the responsibility of financial well being of 250 families.

I give credit of knowledge to the CFP course, Jagoinvestor.com, and many authors who had written various articles in the media and to name a few Gaurav Mashruwala, Harsh Roongta, Suresh Sadagopan, Dhirendra Kumar.

No. Of Families Served : 250

Hobbies : Nothing in particular

Qualification Details : MBA (Finance, Accounting, Entrepreneurship) and MA (Economics)

Organisation Name : Opportune Wealth Advisors Private Limited

Nature of Business : Wealth Advisory, Stock Advisory, Financial planning

City :  Mumbai

Products offered : Mutual funds, FD, PMS

Services offered : Equity Advisory, Mutual funds, FD, Financial planning

Biography :

Suruchi Jain is an MBA from University of Chicago. With over 15 years of investing in Indian equity markets, she started her equity research career with Morningstar Inc in India. Her inspiration for investing comes from a meeting with Warren Buffet in Omaha in 2011, selected during her MBA. Prior to this Suruchi was in Venture capital and strategy consulting. In 2016, Suruchi left her job at Morningstar to found her advisory company – Opportune Wealth Advisors Private Limited.

No. of Families Served : 80

Website/Blog : www.opportunewealth.com

Hobbies : Tennis, swimming, cycling, trekking

Qualifications Details : B. Arch, CFP cm

Organisation Name : Moneybolism Financial Solutions Private Limited

Nature Of Business : Mutual Fund Distributor

City/Area Of Location : Mumbai (Thane)

Products Offered : Mutual Fund, Insurance, Bonds, FD’s

Services Offered : Goal Planning based Investments and Insurance

Biography

From being a trained architect to a Certified Financial Planner I, Swati Joshi (Founder Director of Moneybolism Financial Solutions Pvt Ltd) have helped my clients shape a secured financial future. My keen interest in finance industry clubbed with helping nature, fueled my passion to take up financial advising as a profession.
After completing degree in Architecture, I went on to complete certification of CFP in 2009. With my career spanning over 17 years as a financial planner, I have catered and helped 1000 plus families and individuals realize their dreams and help them generate wealth for their future. Being an architect brings added bonus as I qualify in giving advice to clients on real estate.

No. Of Families Served : 750+

Website/Blog : www.moneybolism.com

Other Areas Of Expertise : Real Estate Trends

Hobbies : Travelling, Reading and Cooking

Qualification Details : M.Com.,DSM.,CFP

Organisation Name : Money Matters, India

Nature of Business : Financial Services

City :  Mumbai/ Mumbai Central

Products offered : Mutual Funds, PMS, Debt, P2P and others REMF

Services offered : Retirement Planning, Investing as per Goals

Biography : Money Matters, India was founded in 2002 by Ms Tejal Gandhi
She and her team come with over 50 plus years of experience and are Service oriented.
Money Matters, India are partners with Money Quotient USA for over a decade and use MQ tools to guide customers.

No. of Families Served : 150+

Website/Blog : www.moneymattersindia.com

Hobbies : Rotary related Community Projects

Qualifications Details : M. Tech Chemical Engineer

Organisation Name : Tru-Worth Finsultants

Nature Of Business : Trainer/Consultant

City/Area Of Location : Mumbai

Products Offered : Mutual funds

Services Offered : Outsourced FP, Process designing, Business analysis

Biography

M. Tech Chemical Engineer with more interest in waste recycling, resources optimisation ; love to watch hindi or English (including dubbed :)) movies ; read randomly about various topics, believing in getting basics right.

Website/Blog : Under Construction

Other Areas Of Expertise : Excel based templates, formats, etc

Hobbies : Random Reading, Playing Cricket & Volleyball

Qualification Details : MBA

Organisation Name : Right Value Services

Nature of Business : Distribution

City :  Navi Mumbai

Products offered : Mutual Funds, Insurance, Fixed Income , PMS , AIF.

Services offered : Investment in Mutual Fund, PMS & AIF , Retirement Planning, Child Education Planning , Risk Management, Fixed Income Solution.

Biography :

Founder & CEO of Right Value Services

No. of Families Served : 350 Plus

Website/Blog : www.valuewealthadvisor.com

Hobbies : Travelling & SunYoga

Qualifications Details : Bcom,Post Graduation in Financial Planning

Organisation Name : Money Mantra

Nature Of Business : Financial Services

City/Area Of Location : Mumbai

Products Offered : Mutual Fund, Insurance, Fixed Income, NPS

Services Offered : Mutual Funds, Tax Planning, Retirement Planning, Estate Planning

Biography : Money Mantra offers a unique approach to helping individuals to reach financial success.Your financial growth are the most important aspects of our business.We at Money Mantra take care of your financial life right from the basics of doing budgeting, maintaining networth, making tax efficient, sound investment decisions and being tax compliant to aligning your savings such that your future financial aspirations and commitments are met.

Mr. Viral Bhatt, who developed a keen interest in tracking and understanding of financial markets, macroeconomic concepts right from his teens, decided to pursue a career in the finance space right from the beginning. He took the first step by completing “Certified financial planning” from an International college of financial planning in 2007. He has worked in various domain’s under the financial umbrella at Bajaj Capital and Karvy wealth, before taking an entrepreneurial leap in partnership with his colleague. Starting something on his own was always on his radar, and it finally materialised in 2014, when he started Money Mantra, his venture which helps clients to attain financial well-being.

No. Of Families Served : 150

Website/Blog : www.moneymantra.info

Other Areas Of Expertise : Digital technology, Social media

Hobbies : Networking, Social media, learning about different digital technology

Qualification Details : CFA, CFP and CAIA

Organisation Name : Etica Wealth Pvt. Ltd

Nature of Business : Mutual Fund Distribution

City :  Mumbai

Products offered : Mutual funds

Services offered : Mutual Funds

Biography : Hi I’m Virendra Kothari, an avid Long term Investor, Personal Finance Professional, Financial Literacy campaigner, Sports Enthusiast & Traveller.

I am a Chartered Financial Analyst (CFA) charterholder. I have also successfully completed the Certified Financial Planner (CFP) and Chartered Alternative Investment Analyst (CAIA) programs. I hold a Bachelor’s degree in Commerce (BCom) from Dibrugarh University.

I have more than 19 years of experience in Capital Markets. I founded Etica Wealth Pvt. Ltd. in 2009. My typical day at work involves overseeing the firm’s strategy, meeting our esteemed clients, and managing their personal finance portfolios.

Prior to founding the Etica family, I worked with Sharekhan and Anand Rathi from 2006 to 2009. I was also involved in managing my family-owned building materials business in Jorhat, Assam, from 2012 to 2024.

I have made it my life’s mission to educate and create awareness about financial discipline and financial planning. I am an avid long-term investor and a strong believer in the India growth story.

No. of Families Served : 3000

Website/Blog : https://eticawealth.com/

Hobbies : Travelling and table tennis

Qualifications Details : B.Com, M.Com,. CA, MBA, CFP, RLP

Organisation Name : Finrise Financial Planner

Nature Of Business : Registered Investment Advisor(RIA), Trainer/Consultant

City/Area Of Location : Mumbai, Ahmedabad and Indore( Satellite Office)

Products Offered : Execution is done for all products except real estate but we don’t have distributor code under our name.

Services Offered : Comprehensive Financial Planning, Investment Advisory Services, Special Goal Planning like Retirement planning, Estate Planning, Child Future Planning etc

Biography

I am a long-term investor, financial coach to families, speaker, calligrapher, fitness enthusiast, spiritual seeker, voracious reader, old currency coins & notes collector and music lover. I have helped more than 500 families in my journey of last 14 years in creating their wealth and helping achieve their most cherished financial goals. I have trained more than 4800 financial advisors in financial planning. I am on advisory board of NetworkFP ( India’s leading association of Personal Finance Professionals). I am founder of FINRISE, a SEBI registered & goal based financial planning and wealth management firm.

I help motivated but extremely busy surgeons, small business owners and senior corporate executives by giving a comprehensive financial life planning road map so that they can give their children the best education, provide for their marriage, fulfill their other most cherished financial goals and have a worry-free retirement without wasting time, getting confused & dealing with multiple advisors.

My favorite books are Shreemad Bhagvad Geeta & Complete works of Swami Vivekananda.

Website/Blog : https://finrisefp.com

Other Areas Of Expertise : Old Coins & Currency Notes of Indian Heritage, Calligrapher

Hobbies : Star Gazing, Music ( Listening to and Playing Keyboard & Santoor), Voracious Reader, Cyclist, Fitness Enthusiast

Qualifications Details : B.Com,LLB, MA (Economics), CFP

Organisation Name : Sykes and Ray

Nature Of Business : Mutual Fund Distributor, Stock Broking

City/Area Of Location : Mumbai

Products Offered : Mutual fund ,term insurance

Services Offered : 360 degree FP

Biography

I Graduated from H.R. college.Started career as a diamond merchant 1982. 1986 came to stock market as a investor, soon became a sub broker and than a stock broker in 1990. Took a sabbatical to do my MA economics(2002) and started investing in stock market .
Not satisfied with broking did my CFP in 2007 . Started Personal Financial Planning Department and Education Under the name Financial Planning Academy. Today it is No 1 institute providing training for CFP. We are also registered PMS providers. We have modeled it on PE.
I am married with two sons and now two Grandsons. I practice Vipasana meditation. Did advance course in Buddism.
My favourite book The Bhagvat Gita and Swami Vivekananda writings.
Generally Happy with little regrets of the past.

No. Of Families Served : 1000

Website/Blog : sre.co.in

Other Areas Of Expertise : Tactical allocation on PE modelling

Hobbies : Cardistry, Philosophy