Our Story
With a cumulative experience of over 4 decades in Asset Management, Banking & Financial services and having worked with Top notch companies in the industry, helped us in understanding and identifying the Risks and Returns of investing in various Asset Classes.
Our Approach
Strategic financial planning focusing on lifestage goals which ensures “smooth sailing” through the ups and downs of the market.
Our Team
Roopali Agashe
2 decades of Professional experience in Asset Management, Insurance, Foreign Exchange Risk management. An MBA and M Com by education, she has worked with reputed organisations like Kotak AMC, MetLife Insurance for their institutional business.
Abhijit Agashe
A Seasoned Banker with over 2 decades of experience in Banking & Financial Services Space. He has held leadership positions in Multinational banks like DBS, Standard Chartered Bank etc. An MBA and an Engineer by education, Abhijit has good investing experience in various asset classes since his early days.