Leadership
Principal Officer, Management & Board.
People who set the direction, uphold compliance, and serve our clients. This list is editable from the admin panel — names, roles, and photos can be updated at any time.
Principal Officer
Principal Officer
AMFI Registered Mutual Fund Distributor · ARN-357172
Responsible for AMFI compliance, advisory standards, and client outcomes across the mutual fund distribution practice.
Management
Management Team Member
Head — Wealth & Advisory
Leads goal-based wealth planning and ongoing client advisory.
Management Team Member
Head — Insurance & Risk
Oversees personal and business risk programs, claims, and renewals.
Management Team Member
Head — Consulting & Training
Drives consulting engagements and capability-building programs.
Management Team Member
Head — IT Services
Owns cloud, cybersecurity, licensing, and VoIP delivery.
Board of Directors
Board Member
Head — Wealth & Advisory
Leads goal-based wealth planning and ongoing client advisory.
Board Member
Director
Compliance, finance, and stakeholder governance.
ARN-357172 · Renewable every 3 years (editable in admin)
