Our Team

We are a full-fledged Wealth Management and Investment Advisory firm with high Governance Standard in our operations and in clients dealing. With a team consisting of a mix of experienced and young professionals, our endeavor is to spread financial wisdom and provide our clients with best of finance and investment advisory services. Our aim is to position our clients’ portfolio with primarily focus on capital growth keeping high standards for capital protection in long run. We are registered with SEBI as RIA (Registered Investment Advisor) and with AMFI as Mutual Fund Distributor..

Manoj Sharma

CEO

A Chartered Accountant with more than 20 years of post-qualification experience, He obtained bachelor’s degree in commerce from Sri Venkateshwara College, Delhi University followed by Chartered Accountant from Institute of Chartered Accountant of India. His keen areas of Interest are Personal and Behavioural Finance, and he likes to spread concept of Financials wellbeing. He is an avid reader and enjoys reading books across spectrum. He is a fitness enthusiast and actively participates in various sports and spiritual activities.

Jitender Kumar

CIO

CFA from CFA Institute, USA, he is Portfolio Manager and researcher- turned entrepreneur after spending almost 20 years in fund management and equity research. With Post graduate degrees in Finance and Economics he has worked till 2020 as a key managing member of Accuracap PMS for almost 10 years and managed 1000+ Crores of corpus for super HNI clientele. He set up and managed both PMS and AIF divisions at Accuracap. He also worked for another 10 years with various financial institutions in Indian markets including an AMC in their fund management and equity research divisions.

Mahendra Rustagi

Director

A Chartered accountant, Cost accountant and Company secretary with 30+ years of experience in multiple functions across the life cycle of a business. These functions include setting up of the finance function, managing stakeholders, fundraising, implementing business processes and managing legal/arbitration matters. A relationship-driven management approach has enabled the cultivation of strong relationships across the banking fraternity and corporates. Mr. Rustagi has served as Co-Chairman of International affairs of PHDCCI in 2018 and is currently the Co-Chairman of Environment Committee of PHDCCI.