Meet Our Team
Behind our services are qualified professionals with extensive experience in the financial industry.
Chartered Wealth Manager (CWM), PGD In Financial Market and Portfolio Management, Master in Business Economics (MBE), 19 years of experience in financial services Industry Worked with Anand Rathi Financial services & Edelweiss Tokio Life Insurances and achieved some Mager mile stone in his carrier.
B.Com, LLB (Over 6 Years of experience in Financial Securities Distribution and Client servicing)
B.Com, NISM certified In NSE Cash, IRDA Certified
(8 Years of Banking experience and 5 years’ experience as Equity Operations)
B.B.A, MBA
M.Sc Statistics, NISM certified In Mutual Fund Distribution, IRDA Certified
(3 Years of experience and Financial Services Distribution)
Risk Factors – Investments in Mutual Funds are subject to Market Risks. Read all scheme related documents carefully before investing. Mutual Fund Schemes do not assure or guarantee any returns. Past performances of any Mutual Fund Scheme may or may not be sustained in future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. All existing and prospective investors are advised to check and evaluate the Exit loads and other cost structure (TER) applicable at the time of making the investment before finalizing on any investment decision for Mutual Funds schemes. We deal in Regular Plans only for Mutual Fund Schemes and earn a Trailing Commission on client investments. Disclosure For Commission earnings is made to clients at the time of investments. Option of Direct Plan for every Mutual Fund Scheme is available to investors offering advantage of lower expense ratio. We are not entitled to earn any commission on Direct plans. Hence we do not deal in Direct Plans.
AMFI Registered Mutual Fund Distributor | ARN- 269494
| Date of initial Registration: | Current validity:
Grievance Officer: