Meet Our Team

Behind our services are qualified professionals with extensive experience in the financial industry.

Piyush Khare – Founder & Director

Chartered Wealth Manager (CWM) and Certified Financial Planner (CFP), PGD In Financial Market and Portfolio Management, Master in Business Economics (MBE) and AMFI registered Mutual Fund distributor with 20 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.

Himanshu Gupta – Sr. Relationship Manager

B.Com, LLB
(Over 7 Years of experience in Financial Securities Distribution and Client servicing)

Shweta Khare – Operation- Equity

B.Com, NISM certified in NSE Cash & Derivative, AMFI registered, IRDA Certified
(9 Years of Banking experience and 6 years’ experience as Equity Operations)

Isha Dwivedi – Back Office- Operation

B.B.A, MBA
(2 Years in experience in Back Office Operations)

Vaibhav Khare – Franchise Owner, Varanasi

M.Sc Statistics, NISM certified In Mutual Fund Distribution, IRDA Certified
(4 Years of experience and Financial Services Distribution)