A Financial Services firm catering to all your financial needs. The promoters of the firm comes from a diverse backgrounds with insightful knowledge of products and services catered to the investors.
We offer a wide portfolio of products like Mutual Funds Advisory, Equity Investments, Financial & Tax Planning and Portfolio Management Services.
Punit Mehta (CA, CFA)
He has done his Chartered Accountancy and CFA. He was working as a Fund Manager cum Dealer at ICICI Prudential AMC for two and half years and is now involved in day to day operations of the firm as to widen its goals and expertise. Along with a good corporate experience and academics, Mr. Punit Mehta has honed knowledge of financial industry.
Sumit Mehta (MBA - Finance)
He has pursued MBA from Welingkar Institute, Mumbai. He has been engaged in the Mutual Funds industry since 2007 and has seen the bull and bear market closely, hence well versed with the do's and dont's. He has been engaged in financial management of many of his clients successfully since then.