|Ms. Madhu Sinha
|B.Com (Hons), CAIIB (1), Post Graduate Diploma in Financial Management, Certified Financial Planner, NCFM Modules (AMFI, Security Market, Derivatives and Debt Markets)||4 years of experience in SBI, 14 years of experience in UTI Mutual Fund and 10 years of teaching experience.|
|Mr. Girish Aswani||MBA(Finance), CFPCM, BA (Arts), NLP||
7.5 years of experience with insurance industry. Provides specialized training for various corporate houses.
|Mr. Puttu Swamy Gowda||CFPCM, APFP, DTM, CFPCM, CPTA, (MBA)||
12 years of experience in the field of personal finance. Having expertise in Financial Planning, Mutual Funds, Life Insurance, General Insurance & Tax Planning etc.
Serving and handling more than 500 families, more than 1000 customers & more than 2000 accounts including Mutual Funds, Life Insurance, General Insurance & Health Insurance.
|Mr. Vivek Shah||MBA (Finance),CFPCM, M. Com, CA(int)||
Is a Certified Financial Planner practitioner. He is Registered Life Planner from Kinder Institute of Life Planning (USA).
|Mr. Chandrakant Soni||MBA (Finance) Diploma in Marketing) CFPCM, B SC||
“More than a decade of experience in sales and Business Development. Worked with Mutual Funds and also Wealth Management companies”