Saurabh Mittal, CFA

Founding Director & Principal Officer

Mukul Agarwal

Founding Director

Planning Team

Shreya Tulsyan

Senior Financial Planner

Kinjal Shirsat

Financial Planner

Suraj Menon

Para Planner

Operations Team

Aneez Fatima

Operations Executive

Sakshi Shah

Asst. Manager – Operations 

Hrishi Mishra

Relationship Manager

Sarvesh Dubey

Admin & Client Suppor Executive 

Yash Kene

Intern

Roopali Khadke

Compliance Officer

Would you like us to call you?

Just click here and we shall close the circle.