Our Team

RamKumar Agrawal

Founder Director

  • Engineering-Post Graduate
  • Certified Financial Planner
  • Post Graduate Program in Wealth Advisory (Appeared)
  • 25 Years experience in Financial Market

Amit Mamdyal

Director

  • Chartered Financial Analyst (L1)
  • Certified Financial Planner
  • MBA (Finance)
  • 11 Years experience of Financial Market

Smita Agrawal

Director

  • Post Graduate
  • 20 Years experience in Financial Market

Charu Agrawal

Director

  • Graduate in Finance
  • NISM Certifications
 
 
 

Vaibhav Deshmukh

Business Development Manager

  • Graduate in Commerce
  • NISM Certifications
  • 10 Years experience of Financial Market

Usha Iyer

Business Development Manager

  • Graduate in Commerce
  • NISM Certifications
  • 12 Years experience of Financial Market

Tarun Choudhury

Relationship Manager

  • MBA (Finance)
  • 2 Years experience of Financial Market

Akshata Gaikwad

Relationship Manager*

  • Diploma in Computer Engineer/ BA
  • 5 Years experience in Financial Market
 

Pradnya Upasani

Relationship Manager

  • Graduate in Commerce
  • NISM Certifications
  • 10 years experience in Financial Markets

Rohit Shinde

Customer Support Executive

  • Pursuing Graduation
  • 4 Years' experience in Financial Markets/Insurance