The people
behind every decision

Sonia Goyal is a Chartered Accountant with certifications in Wealth Management and Financial Planning from ICAI, along with NISM certifications as a Mutual Fund (V-A) and PMS Distributor (XXI-A). With over 18 years of experience, she focuses on simplifying financial concepts, structuring goal-aligned investments, and helping clients stay disciplined through market cycles. Her strength lies in making investing clear, simple, and practical to follow.

Shashi Kothari is a postgraduate in Computer Applications (MCA) with over 20 years of experience in technology. She focuses on developing technology-driven reporting systems and structuring financial data to provide clear visibility of investments. Her strength lies in combining technology and financial data to deliver clarity in wealth reporting.

Amit Goyal is a Chartered Accountant with over 20 years of experience in taxation, accounting and financial management. He also holds NISM certifications, including Mutual Fund Distributor (V-A) and Investment Advisor (XA/XB). His experience focuses on building structured investment approaches aligned with long-term goals, emphasising discipline, simplicity, and consistency over market timing. His guiding principle: discipline and process matter more than prediction.

Arun Kothari is a Chartered Accountant with over 20 years of experience in financial management and reporting. His experience centres on consolidated reporting, improving visibility, and ensuring compliance alignment — enabling better understanding of overall financial information. His strength lies in structuring financial information into clear, actionable insights.