ABOUT OUR TEAM

AMFI-Registered Mutual Fund Distributor

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Shradha Bajaj

(B.com, MBA Finance)

Chief Business Officer

The expert in handling all the complex queries of women clients. Focuses on Women for Personal Finance and Handholding.

The Multi-talented woman with a very humble personality. Her videos on Personal Finance and Life skills are available on YouTube.

Prathamesh Thakur

(B.M.S)

Senior Vice President

Sincere and Hardworking.Takes care of

  • Loans
  • MFD Trainings and other Trainings
  • PF Withdrawals
  • ITR filling.
Always ready to go the extra mile to find solutions for clients' queries. Also acts as a mentor for colleagues.

Ritik Kantak

(B.com)

Assistant Vice President

Creative and Multi-Tasker. Takes care of

  • Health Insurance
  • Term Plans
  • Fixed Deposits
  • ITR filing.

Good team player and always willing to help colleagues.

Supriya Keluskar

(B.com)

Operations Executive

Sincere and Artistic. Takes care of

  • Brand MFD Service
  • KYC
  • Account Opening
  • making creatives, etc.

Good Team player and always willing to help colleagues.

Sneha Mhatre

(B.M.M)

Assistant Vice President

Smart and Fast learner. Take care of

  • Mutual Fund Transactions
  • Liquiloans, and Lendbox account openings, etc.
  • Health Insurance
  • Data Organization

Good Team player and always willing to help colleagues.

Surekha Ghosalkar

(B.Com)

Front Desk Executive

Greeting visitors, helping them navigate through an office, and supplying them with refreshments as they wait in addition takes care of

  • Books Buddy Library
  • Sending Statements
  • Making creative Images & Video

Good Team player and always willing to help colleagues.

Divyal More

(B.M.S)

Operations Executive

Sincere and curious about learning new things, taking care of

  • Mutual Fund Documentation and form submissions,
  • Account opening, etc.

Good Team player and always willing to help colleagues.