At the heart of our mission to help families build and sustain generational wealth is a team of seasoned professionals with diverse expertise in personal finance, legal compliance, and market insights. Our core team consists of Anand, a Chartered Accountant, who brings a wealth of experience in tax planning, wealth management, and financial advisory, ensuring that every financial strategy is optimized for long-term growth and compliance.

Complementing him is Maitreyee Apte, our Mutual Fund Distributor and Wealth Manager, who specializes in tailoring investment portfolios to align with our clients’ unique goals, balancing risk and reward to help them achieve financial security across generations.

We are supported by a network of associates, including a Company Secretary, who ensures that all business structures and decisions comply with legal requirements and corporate governance standards. This is particularly important for family businesses looking to pass on wealth smoothly across generations. Our Lawyer brings valuable insights into estate planning, wills, trusts, and succession laws, helping families protect their assets and avoid legal complications. Lastly, our Market Research Expert provides indepth analyses of market trends and economic factors, giving us the strategic edge to navigate shifts in financial markets and make informed investment decisions.

Together, our multidisciplinary team is dedicated to offering personalized, comprehensive financial solutions that prioritize wealth preservation, growth, and the seamless transfer of assets to future generations. We understand that building generational wealth is about more than just managing money—it’s about creating a legacy.