About Us

Our Vision

To be a highly admired & respected Wealth Management and Financial Planning Company in terms of its Professional work-force, robust processes, sound systems, extensive and innovative product range backed by trusted advice.

Our Mission

To be a reliable partner with each customer and help them in reaching their financial goals by giving unbiased financial advice.

Our Management Team

  •  
    Mr. Ajay Yadav
    CEO & CIO
  •  
    Charu Pahuja
    Director & Business Head
  •  
    Chetna Yadav
    Head – Marketing & Operations
  •  
    Sadhna Singhal
    Head - Human Resources
  •  
    Noopur Singhal
    Chief Legal Advisor
  •  
    Manas Gandhi
    Chief Advisor-Taxation

Awards & Accolades

Our Media Presence

Our Office Infrastructure


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