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 brings with him the expertise of setting up and managing Family Office for affluent families. In his previous assignment, he was a Partner with Client Associates.

He did his Masters in Finance from University of Delhi after completing Engineering in Computer Science. He is a CFA Charter holder from CFA Institute, US and a CAIA Charter holder from CAIA Association, US. He is also a CFP^CM from Financial Planning Standards Board (FPSB).

Mukesh completed his Doctorate in Finance and attained Ph.D. degree. His research paper ‘Relationship of Asset Allocation Policy and Portfolio Performance’ has been published in esteemed research journals.

He is an Associate Faculty with Department of Financial Studies, University of Delhi. He is passionate about teaching and sharing his knowledge with others.

Mukesh has been recognized as a Leading Global Financial Advisor by City Wealth, London.

He specializes in designing macroeconomic models and investment strategies.

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).