Mr. Ashok Kumar, FCA, established the firm in 1993. Under his guidance and supervision, the firm has successfully accomplished all the professional works undertaken by it. He is the founder partner of the firm. He is a dynamic professional with over 26 years of rich experience in Strategic Planning & management, Financial Planning & Control, Budgeting, Audit, Taxation and Legal & Secretarial functions. He has conducted significant Branch/ Statutory Audits of major Public Sector banks. He has added to his merits various post qualification courses from ICAI which includes DISA, Certificate course on Valuation, Certificate course on Indirect Taxes, Certificate course on Forensic Accounting & Fraud Detection (FAFD). He is also an Insolvency Professional registered under Insolvency & Bankruptcy Code - 2016.
Mr Sandeep Gupta completed his L.L.B from Law Faculty, Delhi University. He is a practising "Certified Financial Planner" for the last 11 years, working sincerely on Financial Planning. His work profile also includes providing expert advice on Income Tax and Estate Planning Matters. He is advising on Financial market matters including Insurance, Mutual Funds, and Equity Investments for the last 30 years. He holds all relevant certifications for WCFM and NISM
Mr Praveen Gupta is an MBA in Finance. He deals in Share Broking, and Mutual Funds majorly, and have a rich experience of 30 years. He is also an advisor in Financial market matters including Insurance, Mutual Funds, and Equity Investments for the last 30 years. He hold certification of NISM.
Mr.Pankaj is a professional trainer and wealth manager with vast experience of 12 years. He is providing his expert advice on financial products for a long time. He is a Charted Financial Analyst (US) and Certified Financial Planner. Pankaj holds a Masters degree in Accounting & Finance. He holds all relevant certifications of NCFM & NISM. He works profile includes complete financial and wealth management solutions.
Mr Vatsalya Kumar completed his L.L.B from Law Faculty, Delhi University. He is a practicing "Certified Financial Planner" for the last 11 years, working sincerely on Financial Planning. His work profile also includes providing expert advice on Income Tax and Estate Planning Matters. He is advising on Financial market matters including Insurance, Mutual Funds, and Equity Investments for the last 30 years. He holds all relevant certifications for WCFM and NIS