About Us

Ram Krishna Roy is an MBA, in Finance and Marketing. He is a Certified Financial Planner (CFPCM) and is associated with the company since 2011. He started his career with ICICI Securities in the year 2008 as an Equity Advisor in Mumbai advising HNI clients on their stock portfolios. Thereafter, worked with Asit C Mehta Investment Intermediates as Manager looking after the investment portfolios of HNI clients. He interned with SBI LIFE in New Delhi.

Abhijit Mali is an MA, in Economics. He is a Licentiate of Insurance Institute of India and is associated with the company since 2011. He started his career in the field of insurance by associating himself with Life Insurance Corporation of India in the year 2006. He is currently looking after the Insurance portfolio of the HNI clients of the company and also giving his professional advice for Pension and Group Scheme (P&GS) of institutions and companies.