Who we are
- Transparency
- Objectivity in decision making
- Proper education and information to customers
- Customer-first
- Life-long relationship with customers
Certified Financial Planner with Over 20 Years of Experience
Mr. Ratan Kunkulol, our seasoned Certified Financial Planner, is a true veteran in the world of finance. With over two decades of experience, he has honed his skills to perfection, helping numerous clients make sound financial decisions. His wealth of knowledge and commitment to your financial well-being make him an invaluable asset in your quest for financial success.
Chartered Accountant with Over 5 Years of Experience in Financial Planning
Mr. Rushikesh Kunkulol, a Chartered Accountant with a specialization in financial planning, brings a fresh perspective and up-to-date expertise to our team. His five years of experience in this field have given him a unique understanding of the evolving financial landscape. He's here to provide you with modern, well-informed solutions to meet your financial goals.
Expert in Taxation and Chartered Accountant
Mrs. Mahima Kunkulol is our resident expert in all things related to taxes. As a Chartered Accountant with a focus on tax matters, she ensures that your financial decisions are not only profitable but also tax-efficient. With her in-depth knowledge and sharp attention to detail, you can trust her to optimize your tax strategies.
Purchase of any financial products without consulting a financial distributor is like taking a medicine without doctor’s diagnosis. We offer our expert advice for choosing the best investments products which will lead to your financial freedom.
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