Kumar Shah

With rich experience in Retail Banking, Wealth management and Product Team, Kumar Shah works with clients for Portfolio Creation across different asset classes ranging from Equities, Mutual Funds, Bonds, Structured deals in Real Estate and works as a bridge between clients and Financial Product Manufacturers. As an Investment Advisor his major role involves, understanding risk profile of clients and suggesting investment options which suites the requirements. Mr Kumar Shah is a Masters of Business Administration with specialization in Finance from Gujarat University, Ahmedabad having diversified experience in Retail Banking, Wealth Mangement and Investments Product Team with total 15 + Years experience in Gujarat and Madhya Pradesh. Worked with ICICI Bank, ABN Amro and Kotak Mahindra Bank. Kumars experience in Wealth Management and NRI services is giving him an edge over other advisors.

Nayan Shingala

Nayan Shingala has over fifteen years of richly diverse experience in the mutual fund Industry. Having Worked with Kotak Mutual fund for 13 years, Nayan was responsible for sales and distribution of mutual fund products for South and Central Gujarat. A commerce graduate from S.P. University Anand, Nayan is passionate & committed to provide financial literacy. Nayans broad experience within the financial industry provides for a solid financial plan for his clients. His dedication in building lasting relationships, along with his vast experience, allows him to provide personalized service for each individual need.

Pratik Desai

With rich experience in Retail Branch Banking Pratik Desai has indepth knowledge of Banking Products, Loans, Investments and Setting up new ventures. He is an expert in Financing products, namely, Home Loans, Project Loans, Loan Against Properties, etc. His geographical reach in entire South Gujarat region helps in understanding Market Dynamics of Rural as well as Urban Areas. Mr. Pratik Desai is a Masters of Business Administration with specialization in Finance from DBIM, South Gujarat University, Surat. With total 15 + Years experience in Various Place of Gujarat, he has worked with ICICI Lombard General Insurance, ABN Amro, HDFC Bank and Kotak Mahindra Bank. Pratiks Long experience in Branch Banking sales and operations, Insurance, Loan Products, Wealth Management and NRI services is giving him an edge over other advisors.