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COO ( Chief Operating Officer )

Nidhi is tasked with overseeing the day-to-day administrative & operational functions. She also coordinates for different business functions like Human resources, Finance, IT , Digital Marketing & Sales.

She holds an MBA degree in Finance & Marketing and has around 13 years of experience in finance industry which includes her association with Reliance Money , UTI Mutual fund , Bank Of India AXA Mutual fund , PGIM India mutual fund.

She is responsible for the expansion activities & data management and acts as a team motivator with the motto “Celebrate every success together”

Business Head – Sales
(Indore)

Aditya manages & identifies customers financial needs in Indore & nearby location through market research and believes in long term relationship management with investors. After completing his M.Sc., he started his career with Axis Securities and other companies include Reliance Mutual fund, Bank Of India AXA Mutual fund with a total work experience of around 10 years.

His charisma and his willingness to work towards a strong, professional relationship & building rapport distinguishes him as he educates, instils faith & confidence in the investors and makes them believe in the need of any financial services/products. His motto is ‘If people like you, they’ll listen to you , but if they trust you , they’ll do business with you”

Business Head – Retail Sales
(Bhopal)

Mukesh caters to the financial requirements of Bhopal & nearby locations by evaluating customer needs & actively seeking opportunities to educate them by spreading financial awareness.

He is an MBA in Finance and his prior experience includes working with companies like MTS , Kfintech , UTI Mutual fund & Bank Of India Mutual Fund, involving a total work experience of around 7 years.

He is a fast learner & his passion for sales and his belief in result driven approach are his key motivators. His motto is “Failure will never overtake me if my determination to succeed is strong enough”

Business Head – B2B segment
(Bhopal)

Ashish handles B2B segment by searching for business contacts, leads, managing relationships with existing customers, conduct market research (analyse competitors, efficiency of sales strategies, etc.)

He is an MBA in Marketing with total work experience of around 9 years in financial industry, spending major tenure in companies like Nippon Mutual Fund , Bank Of India Mutual fund, Aditya Birla Wealth Management. His strength lies in relationship management, negotiations, discover prospecting opportunities, persistence, active listening. His motto is “Do not focus on numbers, focus on doing what you do best”

Business Head – Retail Sales
(Jaipur)

Ravi takes care of Jaipur & nearby location in terms of sales & operation. Through his hard work and dedication , he has come a long way , dealing with direct clients, banks, RTA etc. He started his career in sales with a garment company and switched to finance industry 7 years ago. Continuous learning, will power and positive attitude has given him growth, recognition and knowledge in every aspect.

His motto for life is “ You just can’t beat the person who never gives up”