Meet Our Advisors

With over 20 years of experience in the financial services industry, Vijay Puri has been empowering individuals and families work towards their financial goals through disciplined investing and well-structured wealth management solutions. As a Certified Financial Planner (CFP®), he is committed to delivering client-focused support and guidance in managing investments responsibly.

Janit, a Chartered Financial Analyst (CFA) with expertise in mutual fund research, portfolio construction, & strategic asset allocation. He follows a disciplined, research-driven investment philosophy focused on aligning investment decisions with each client’s risk profile, time horizon, & long-term financial objectives. He aims to build well-diversified, resilient portfolios designed to support sustainable wealth creation over the long term.

With over 15 years of experience, Pannkaj Ahuja, CA leads the firm's taxation and compliance practice. He specializes in income tax planning, GST, accounting, and audit services, empowering clients meet their financial and regulatory requirements efficiently

Yash is a Qualified Personal Finance Professional (QPFP) and looks after the firm's investment department, Mutual Fund portfolio management and client relation function. With a client-first approach, he works closely with clients to understand their financial objectives and supports them in selecting suitable investment solutions, with a strong focus on client centric approach, portfolio discipline, and long-term wealth creation.