Saurabh Mittal, CFA

Founding Director & Principal Officer

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Mukul Agarwal

Founding Director

Planning Team

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Shreya Tulsyan

Senior Financial Planner

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Kinjal Shirsat

Financial Planner

Mangesh Ravade

Financial Planner

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Suraj Menon

Para Planner

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Operations Team

Aneez Fatima

Operations Executive

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Sakshi Shah

Asst. Manager – Operations 

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Sarvesh Dubey

Admin & Client Support Executive 

Roopali Khadke

Compliance Officer

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Early realization revealed that nothing we say about ourselves qualifies as anything 'believable'. So, we chose to present you with some proverbial 'proof of the pudding'.

This website is worded, entirely, by the most valued members of our family - our clients.

If you'd like to know the real people behind the quotation marks, we shall be happy to organise a virtual interaction with them. If there is anything beyond what you read we can assist you with, please connect with us and we shall be glad to close the circle.

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