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Meet Our Teem

N Sekar

With over 25 years experience in banking and retail assets, N Sekar has worked in various roles in financial industry to understand the nuances and the demands of the complex financial and real estate market. With an EPBM from IIM – Calcutta and astute understanding of the lending and legal process many clients turn to Sekar to help them find the right product for their financial needs.

Amit Raina

With over 16 years of experience in financial services, Amit has worked with some of the best known MNC & Indian banks and financial services companies at a senior level. An MBA, Amit has handled large teams and distribution setups across India and has helped over hundreds of clients to find the right product and plan for their various financial needs.

Vivek KarwaCERTIFIED FINANCIAL PLANNER (CM)

Vivek is a well known Techno-Fundamental Investment Analysts & a Wealth Manager. Sought by many TV channels for his valuable opinion, he can be seen regularly seen on TV channels like Zee Business, CNBC Awaaz, NDTV Profit, SUN News, Raj News, Kalaignar News and others. His articles on Financial Planning and Capital Markets are regularly published in various Financial Magazines and News Papers like Outlook Money, Money Today, Financial Chronicle, Nanayam Vikatan etc. Vivek is a visiting faculty and Empanelled Coach at various Institutes, Exchanges, Mutual Funds houses.

Amal Magazine

With over 12 years of experience in financial industry, he is well known amongst his clients for his financial planning to help them create and maintain wealth, they need to sustain their ideal lifestyle, today and in future. Amal is amongst the very few in India to satisfactorily complete all requirements to attain the title of Life Underwriter Training Council Fellow (LUTCF) from The American College, Pennsylvania, USA.

Sobiya

Dedication and Passion are two best words to describe Sobiya. Having worked with various service providers in Mortgage and Business Loan products, she brings the right experience to the customer service team.

K R Ravi Kumar

An ACMA by qualification and 25 years of hands on experience, Ravi is an expert in advisory in all kinds of project funding, syndicating Debt/Equity Finance, corporate debt restructuring and financial structuring.

Mahitab Singh

With more than decade experience in retail mortgages, Mahitab is most sought by his clients for structuring complex loan transactions. His knowledge structuring mortgage for Self Employed is unmatched and handles big-ticket cases with finesse.

Kunal Kharbanda

An old timer in financial industry, Kunal has worked with various leading financial institutions like PNB, Aviva & Birla Sunlife and has thorough understanding of various products and processes. His clients love him for the ease of process and politeness. His high energy levels keeps the team motivated.

Happy Customers