About Us

A journey so far full of challenges, opportunities and hope. Beginning from a humble background, I have transited from a teaching career which helped me establish professionally laying a foundation to a strong social status to extending it to the financial industry eventually. All along, the very thought of helping others and sharing knowledge was always at the core. Today, I run a successful Financial Advisory firm offering a range of products suitable for any person’s life stage.

The joy of entrepreneurship was experienced with the ability which I could develop over a period of time during my teaching days. The platform I got to interact with a large number of people, the faith they bestowed in me made me realize that I could expand my horizons and make my venture into a profitable one without deviating from my core of helping others. The ability to foresee, take risks and systematically approach towards my goals helped me to build my business.

Today I see the world changing very rapidly and here again besides the mission and vision I have set for my business, I am prepared to learn and most importantly adapt to new age practices which will lead my progress in times to come.

Core domain : Offering services in Financial Planning, Life Insurance, General Insurance, Mutual Funds, Housing and Educational loans, Wills, Tax Planning, Mediclaim and Project Finance.

No of staff : 5

Team’s profile and panel members : Eminent CAs, Lawyers and CFP Consultants

Key Achievements : Chairman’s Club Member for LIC M.D.R.T (USA)

Qualification : B.Sc, B.Ed, CFGP (Chartered Financial Goal Planner), MBA in Insurance & Financial Planning, Certified Investment Advisor, AMFI Certification.

Additional Qualification : Samir Surve Business V2 Plus, Santosh Nair’s Foundation Gurukul, Personal Training from GAB Consultants, Professional Training from Proactive Academy by Murli Mehata, Training undertaken from World’s No. 1 “Action Coach” Business Coach Firm.

Membership with key Organizations : Proud Member of Rotary Group of Dombivali Midtown, Vice President at Giants Group of Ulhasnagar, Ex-Secretary at Saturday Club Global Trust Thane, Life Member at Dombivali Gymkhana, Life Member at Marathi Sahitya Parishad, Life Member at Indian Red Cross, Director of ZingleBasket Marketing Pvt. Ltd.