Team

Raman Kumar Agarwal

Chief Strategy Officer

Founder and 1st Generation : Raman Agarwal

Raman Agarwal, A Certified Financial Planner, an Ex-PSU Banker with 19 years of Banking and Corporate Accounting/Audit Experience entered the Industry in 2001. His Idea has been able to help people to manage their finances (majorly investments) so that they achieve Financial Freedom as soon as possible. He is committed to resolve financial worries of the people by helping them with good appropriate solutions.

2nd Generation: Rahul Raman Agarwal

Rahul Agarwal, a Computer Science Engineering was moved by a Book his father gifted him on his 18th Birthday “RICH DAD & POOR DAD”. Deciding to help people to move to the “I” quardrant as stated by the Author Robert Kiyosaki in the book. He joined the company in 2011. Driven by his passion for the “I” quadrant. He is helping people with their investments.

To Gain more subjective knowledge he has passed the SEBI Investor Advisor Examination (Level2). For his continuous thrive for knowledge he is currently pursuing Certified Financial Planning Course.

His Technical Skills have been an enabler to make company more adoptive to new technology because of which , we are now executing 99% transactions paperless.