Expert Team
Our Advisors
SEBI-registered, AMFI-certified professionals with a combined 100+ years of wealth advisory experience.
RM
Rajesh Mehta
Head of Wealth Management
22 yrs ExperienceCFP, CFA Level III
Specialization: HNI Portfolio Structuring, AIF & PMS
PN
Priya Nair
Senior Investment Advisor
16 yrs ExperienceCFP, SEBI RIA
Specialization: Goal-Based Planning, Equity Research
AS
Aditya Sharma
Fixed Income Specialist
14 yrs ExperienceCFA, FRM
Specialization: Bonds, MLDs, NCD Structuring
SJ
Sunita Joshi
Tax & Estate Planner
18 yrs ExperienceCA, CFP
Specialization: Tax Optimization, Will & Succession
VR
Vikram Rao
Mutual Fund Strategist
12 yrs ExperienceNISM Series V-A, CFP
Specialization: SIP Strategy, Fund Selection
MP
Meera Pillai
Insurance & Risk Advisor
10 yrs ExperienceIRDAI Certified
Specialization: Life, Health & Term Cover Audits