Priti Patil is a Senior General Manager with over 20 years of experience in the mutual fund industry. She holds an MBA in Finance and is certified as a Financial Planner, along with completing the QPFP and NISM Advisor Module VA. Priti has successfully passed the IRDA exam, further enhancing her expertise in financial services. Her extensive experience and leadership skills enable her to drive strategic initiatives, deliver comprehensive financial solutions, and foster strong client relationships, making her a key asset to the organization.

Ajay Chavan is a highly experienced Relationship Manager with over 18 years in the mutual fund and insurance sectors. He holds a Bachelor’s degree and is certified in the NISM Advisor Module, as well as having successfully completed the IRDA Insurance Exam. Ajay has a proven track record of delivering effective financial solutions and building strong client relationships. His expertise in mutual funds and insurance products enables him to guide clients in making informed decisions to achieve their financial goals. His commitment to excellence and client satisfaction positions him as a trusted advisor in the industry.

Dhvani Bhanushali is a committed Relationship Manager with a Graduation in Banking and Insurance and an NISM Series V-A Mutual Fund Distribution Certificate. Over the past 3 years, she has been a valued team member, consistently demonstrating her dedication to excellence. Her positive energy and ability to motivate those around her greatly enhance our workplace culture and contribute to our success. Dhvani’s strong relationship-building skills and process-driven mindset enable her to effectively meet client needs and drive business growth.

Sanjay Suranje has been an integral part of our team as a Relationship Manager, consistently showcasing his dedication and expertise. With a Master’s degree in Commerce (Finance), he possesses a strong analytical foundation that supports his work in building and maintaining client relationships. His commitment to excellence and proactive approach make him a valuable asset to our organization, driving success and fostering client satisfaction.

Nikhil has been a field executive for the past three years, gaining valuable experience in client interactions and problem-solving. His role involves documents collection from clients, submissions, and ensure service delivery. Over this period, he has developed strong communication skills, built lasting relationships, and contributed to team goals, showcasing his adaptability and commitment to excellence in the field.