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Home
About
Corporate Overview
Our Values
Our Approach
Client Advisory Board
About The Founder
Team
Career
Certifications and Credentials
Solutions
Comprehensive Financial Planning
Private Wealth Management
Goal Based Planning
Portfolio Advisory Services
Succession Planning Via Will Writing & Private Family Trust
Retirement Planning
Tools
Financial Calculators
Goal-Based Planning
Insights
Articles
eBook
Newsletter
Contact
Search for:
Search Button
Founder and Chief Financial Officer
Mr. Prakash Lohana
Founder & Managing Director
Meet our Team
CA Aayush Bhatt
Head of Research & Strategy
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Mr. Parag Fanse
Partner & Sr. Financial Planner
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Mr. Omkarthik Rao
Research Associate
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CA Prajakta Patel
Research & Compliance Manager
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Parth Shah
Head of Data & IT
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Durva Gosavi
Head of Digital Growth
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