Team member

about us

We are here to manage your
wealth with our experience

Shri Rajesh U Lokhande
Founder – Director
Educational Qualification: M.Com

Professional Qualification: CFP Certification, NISM-V-A Certification, NISM-X-A and NISM-X-B Certification, NISM- PMS & AIF Certification

Work Experience: 34 Years Mutual Fund & Financial Services experience

Shri Yogesh S Gadikar
Founder – Director
Educational Qualification: M.A. in Economics

Professional Qualification: CFP Certification, NISM-V-A Certification, NISM-X-A and NISM-X-B Certification, NISM – Retirement Adviser Certification

Work Experience: 30 Years Mutual Fund & Financial Services experience