Panel of Experts

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Deepak Balani

Legal

  • Estate Planning & Wills
  • Divorce settlements thru’ mutual consent
  • Negotiations & Contracts,
  • Legal Documentation and Advisory Services
  • Cheque Bouncing Cases
  • Claims for damages
  • Drafting of legal notices
  • Vetting of legal documents
  • Debt Recovery

Madhupam Krishna

Financial

  • Online Financial Planning &Wealth Management
  • Comprehensive Financial Plans, for native individuals & NRIs.
  • Wealth managers to corporate & individuals to help with goal based investments portfolios.
  • Wealth Creation, Wealth Management & Wealth Transfer of our clients.

Deepak Pande

Financial

  • IIMI graduate, Certified Financial Planner, Guest Faculty and Senior Banking, Finance & Investment Professional
  • Expertise in Banking, Finance, Economics, Marketing and Wealth Management
  • Empaneled Council Member/Consultant/Advisor with Global
  • Research/Consulting Firms.


M.Chandrashekhar

Mutual Fund

  • Life insurance needs analysis
  • Goal-setting and investment solutions
  • Risk Management – general insurance for Health, accident and property
  • Capital Gains calculations, Advance Tax for individuals
Vivekh Pathak

Vivekh Pathak

Financial

  • Designing and Execution of Investment Strategies in Mutual Funds 
  • Advanced Asset Allocation and Rebalancing for Wealth Creation and Wealth Protection
  • Retirement Planning – Bucket Strategy

Akta Sehgal Malhotra

Financial

  • Distribution of Financial Products
  • Investment Education
  • Mentoring
  • Wo-mentoring
  • Fin-mentoring
  • Manas-Mentoring
  • Sales Training
  • Presentation Skills
  • Corporate Dressing


Reena Saxena

Reena Saxena

Financial Coaching

  • Understand financial goals
  • Work on finding the blocks to achievement of goals with the help of coaching tools
  • Removing blocks in the psyche
  • Creating a fresh goal-sheet, if needed
  • Devising paths to achieve goals
  • Monitoring
  • Hand-holding

Rakesh Sachdev

Financial

  • Home Loans
  • Life Insurance
  • Term Insurance
  • Vehicle Insurance
  • Factory & Godown Insurance
  • Home & Showroom Insurance
  • Mutual Funds

Yash Seth

Yash Seth

Financial

  • Financial & Retirement Planning
  • Portfolio Review & Construction
  • Mutual Funds
  • Investment Research

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