know us
Prasad Vinayak Joglekar
Prasad Vinayak Joglekar has done his MMS (Finance) from IES College of Management Studies and Research – University of Mumbai. After gaining a work experience of over 12 years, encompassing various aspects of Products related to Financial Planning & Distribution, viz. Mutual Funds, Insurance, Direct Equities, Mutual Funds, PMS, AIFs, Fixed Deposits, etc, he started this business since July 2014. He has worked in Organisations like Paramount Health Services, Sharekhan Ltd. and Motilal Oswal Financial Services Ltd, before taking the entrepreneurial plunge.
Sachin Naik
Sachin Naik, is a Fellow of The Insurance Institute of India and Master of Financial Management from N.L.Dalmia Institute of Management Studies and Research – University of Mumbai. He is also a trained Qualified Personal Finance Professional or QPFP® (https://networkfp.com/qpfp/certificant/sachin-harishchandra-naik/) by the Network of Financial Professionals (NFP) which is a celebrated Fraternity of Personal Finance Practitioners in India. Sachin comes in with a rich background of Insurance with over 20 years of work experience in various roles. Thus the training at NFP and huge work experience, paving a way towards the entrepreneurial plunge.
We believe thoroughly in the value created by investing, with the objectives of safety of capital, beating risk free, benchmark returns and creation of long term wealth depending upon the needs and objectives of the clients. We achieve this by recommending long term investments in high quality instruments with proven track records & managed by top quality fund managers. The products distributed by us are constantly monitored to check for and course correct any deviations from stated objectives.
Our core competence lies in distributing the best products available across the financial sectors which are best suited to our client’s needs and as per their objectives. Some being even exclusively distributed by us.
Our Values
For us this is just the beginning. We sustained by belief that the
COMMITMENT
RESPECT
