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Arjun Rebelo (B.Com, PGDBM) & Suraj Betkikar (B.E, PGDBM, CFPCM) lead our team. Both are alumni of Goa Institute of Management (GIM), a premier Indian management institute and have rich experience in investment advisory and financial planning.
The team is certified by :
- Association of Mutual funds of India (AMFI)
- NSE's Certification in Financial Markets (NCFM) in Capital Markets, Derivatives & Depository Services
- BSE certification for Capital Markets
- Insurance Regulatory Development Authority (IRDA)
- Financial Planning Standards Board of India - Certified Financial Planner CM
Our mission is to provide the best value to our clients and help them achieve their financial goals and dreams.
We will accomplish our mission by :
- Cultivating a firm that is attentive to the needs of our clients
- Upholding the highest ethical and fiduciary standards
- Providing independent and objective advice
- Investing in the people, systems and support to ensure the delivery of high quality service to all of our clients