meet expert advisors.
Navigating your financial horizon with our professionals

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

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

Combines people-first thinking with sharp equity market instincts.

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.

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

Mutual fund strategist focused on long-term client outcomes.

Rising expert in MFs, focused on client goals.

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

Compliance expert ensuring every investment starts right.

Client service champion ensuring smooth, worry-free execution.

