Gulshan has completed his Post Graduation from Ravi shankar University. He.has a rich and varied experience across Portfolio management , Financial Planner and Investment Strategist .
He strongly believes that portfolio management is the management of risk and not the management of our returns. Therefore, he advises investors to refrain from self-management of these risks. A qualified professional not only manages money but is also adept with market cycles, responsible for clients’ accountability, risk profiles, aspirations and expectations.
Kiran is an MBA in marketing and finance from Nagpur. She is a financial enthusiast with over 5 years of experience in the financial domain.
Her experience includes Relationship Management and Retail Branch Banking with hands-on experience in transactional banking , compliance, customer and team management . Building trust and nurturing relationship with the client has been the key objective. She firmly believes in financial freedom and wants to create awareness and impart financial literacy to the society as a whole.
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