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
 
 
 

Prasad Satare

Executive Director

  • Bachelor of Engineering (VJTI, Mumbai)
  • Executive Program in Global Economics for Managers (IIM Calcutta)
  • Post Graduation in Securities Management - Investment Advisory (NISM)
  • 20+ years of experience in Investing in financial market
  • 5 years of experience as SEBI Registered Investment Advisor

Neil Kulkarni

Relationship Manager

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

Usha Iyer

Business Development Manager

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

Pratik Raul

Relationship Manager

  • MBA (Finance)
 
 
 
 
 
 
 
 
 

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