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    • Home >
    • Who We Are >
    • Key Personnel
    Key Personnel

    The Team

    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