Our Team

Get In Touch

Bharat PhatakPromoter & Director


Qualification

B.Com (Pune University) L.L.B. Fellow Chartered Accountant CFPCM (Certified Financial Planner)

Experience

Accounting & Taxation Practice from June 1982 to December 1991 In the investment field since 1991

Ajit KhasnisPromoter & Director


Qualification

B.Com (Pune University) Associate Chartered Accountant

Experience

Has worked with DSP Financial Consultants Pvt. Ltd. Completed the CA Articles from A. F. Ferguson & Co. In the investment field since 1987

Mayur ParkeriaHead - PMS & Fund Manager


Qualification

M.Com (Pune University) Associate Chartered Accountant CFPCM (Certified Financial Planner)

Experience

Part of team since June 2001 Working with Wealth Managers since December 2003 Articles with Kirtane & Pandit Chartered Accountants, Pune

Mangesh ThakurHead - Distribution Services


Qualification

M.Com (Pune University) M.B.A. (Finance) Pune University CFPCM (Certified Financial Planner)

Experience

Part of team since June 2001 Working with Wealth Managers since March 2003

Mandar BagulHead - Investment Advisory


Qualification

M.Com (Pune University) Associate Chartered Accountant CFPCM (Certified Financial Planner) Chartered Financial Analyst®

Experience

Working with Wealth Managers since March 2003 Articles with A. H. Joshi & Co, Pune

Vedkumar ZirangeHead - Operations & Compliance Officer


Qualification

M.Com (Shivaji University)

Experience

Part of team since July 1999 Working with Wealth Managers since March 2003

Any queries related to investment and financial planning?

Transact Online for Mutual Funds