lump sum
investment

Nikhil Vikamsey is a Rotarian and qualified as Chartered Accountant and LLB (Law Graduate). Nikhil has worked with companies like Ernst & Young & Citibank NA.

He has served as CFO of Mount Housing & infrastructure Limited, involved in real estate development and also listed on stock exchange. He is on the Economic Affairs and Taxation Panel of “Confederation of Indian Industries” (CII).

Mukesh did his Masters in Finance from University of Delhi after completing Engineering in Computer Science.

He is CFA Charter holder from CFA Institute, USA and is a CFP from FPSB. He recently acquired CAIA Charter from CAIA Association, US. Presently, he is pursuing LLB with a focus on Estate Planning.

Pankaj did his MBA in Finance from ICFAI Business School, Ahmedabad after completing his Engineering in Electronics & Communication from Cochin University.

Pankaj specializes in Financial Planning and Asset Allocation.

Kunal brings with him a healthy real estate experience which he has gathered from his association with Aditya Birla Retail where he was the Zonal Head- North India.

Kunal has done his MBA from IIMM, Pune after completing B.Com from Delhi University.

Akhil has years of experience in Private Wealth Management. Akhil has done his MBA in finance from ICFAI Business School after completing B.Sc.

with specialization in Maths from Delhi University. Presently he is an AFP from Financial Planning Standards Board (FPSB).