Our Team

This is our dedicated team who work day-in and day-out together to bring our clients the most amazing investment & insurance solutions at their doorstep.

Anil S. Parekh

Anil S. Parekh

Investment Consultant, since 1984. His vision, vast knowledge & years of experience are the base of our foundation.
Raghav A. Parekh

Raghav A. Parekh

Wealth & Insurance Planner, who is the fuel that runs the business. His excellence in maintaining relations makes him one of the strong pillars of our firm.
Abhishek A. Parekh CFP

Abhishek A. Parekh CFP

Certified Financial Planner & also the brain behind the business. His tremendous energy at work makes him the cog in the wheel that runs our firm.