Mr. Navneet Dhawan - President is in the field of Equity Markets since 1994 and this hobby of advisory was converted into profession in 2004. He aims to provide composite financial planning services in a Tax efficient manner and manage the wealth of his clients generating a superior real return by ethical unbiased advise. He deals in all types of financial products (including Real Estate).

Mr. Meetpal Chawala - Secertary is in the field of financial Advisory business since 1992. He is dealing in all financial products i.e Mutual Funds, Company FDR's, Capital Gain Bonds, IPO's, RBI Relief Bonds, and Insurance products. He intends to manage the portfolios of his clients in most tax efficient manner and try to create and maximise their wealth by selecting the appropriate investment products as per their specific requierments. He also deals in making will of his clients to have hasslefree estate distribution and avoding conflicts in their family.Proper estate planning helped thier heirs to have tax efficency .

Mr. Chetan Doshi - Treasurer is working as Individual Fianancial Advisor since 1990 and providing services accross financial products i.e Mutual Funds, Life Insurance, Small Savings, PPF, RBI Relief Bonds, Capital Gain Bonds, Company FDR's, IPO's etc as per the requierment and risk appetite of the investors.