Team Details

Mr. Mohit Nagdev is a highly skilled Advising Representative and Sr. Financial Planner. with a passion for providing comprehensive financial solutions to individuals, professionals and business owners to achieve their financial goals. He is a qualified Cost and Management Accountant (CMA) and holds 1st Rank in the Baroda City. He is also an active committee member of the ICAI, Baroda Chapter. Mohit Nagdev is currently pursuing the Certified Financial Planner (CFP) course. With years of industry expertise, Mohit brings a wealth of knowledge and a client-centred approach to his role.

He provides excellent financial solutions and creates an impactful financial roadmap for our clients. Mohit’s true strength lies in his ability to build trusted relationships with his clients. He believes that effective financial planning requires a deep understanding of his clients’ goals, values, and aspirations. He strives hard to empower his clients by educating them about their financial options and providing them with the tools and knowledge they need to make informed decisions. As a Senior Financial Planner, he is dedicated to providing exceptional service and helping his clients achieve financial security. He truly demonstrates his commitment to professionalism and adherence to the highest ethical standards.

He is a passionate cricket player and captain of the team “Youth Strikers” which has won many cricketer leagues organised in Vadodara, Gujarat. His favorite pastime is playing chess and listening music. Nonetheless, cricket holds a distinct place in his life.