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

Risk Factors – Investments in Mutual Funds are subject to Market Risks. Read all scheme related documents carefully before investing. Mutual Fund Schemes do not assure or guarantee any returns. Past performances of any Mutual Fund Scheme may or may not be sustained in future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. All existing and prospective investors are advised to check and evaluate the Exit loads and other cost structure (TER) applicable at the time of making the investment before finalizing on any investment decision for Mutual Funds schemes. We deal in Regular Plans only for Mutual Fund Schemes and earn a Trailing Commission on client investments. Disclosure For Commission earnings is made to clients at the time of investments. Option of Direct Plan for every Mutual Fund Scheme is available to investors offering advantage of lower expense ratio. We are not entitled to earn any commission on Direct plans. Hence we do not deal in Direct Plans.

AMFI Registered Mutual Fund Distributor | ARN-107743 | Initial Registration: 05/01/2016 | Current Validity: 04/01/2025

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