meet expert advisors.

Navigating your financial horizon with our professionals

Satish Mehta

veteran chief investment strategist with deep market wisdom and award-winning leadership.

Munjal Mehta, CFA

Your go-to expert for planning, mutual funds, PMS, and financial clarity.

Sagar Mehta

Combines people-first thinking with sharp equity market instincts.

Kavita Sharma

Long-term relationship builder with a sharp eye for equity and talent.

Suhas Lobo

Small-cap enthusiast and strategy expert since day one.

Heman Lakhani

Specialist in equity & currency derivatives, led by deep technical insight.

Sonali Naigaonkar

Fearless in high-return strategies, expert in PMS & AIF.

Nilam Shah

Mutual fund strategist focused on long-term client outcomes.

Anjali Sharma

Rising expert in MFs, focused on client goals.

Pearl Baldia

Trusted planner for equity, derivatives, and goal-based advice.

Darshan Shah

Compliance expert ensuring every investment starts right.

Manorich Nadar

Client service champion ensuring smooth, worry-free execution.