WHO WE ARE

"Converting Your Dreams Into Reality"

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Satish Nair

(Founder)

Satish Nair a master of Business administration (MBA) in Finance and Marketing, AMFI certified individual mutual fund distributor.

Satish has started his journey in 2006, having worked 17 years in banks , AMC, and Wealth Management Organisations

Satish brings with him the rich experience of customer dealings and in depth understand needs and expectations in todays business environment.

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He realises the need of financial planning for each individual in the society and has decided to take up this profession so as to create financial independence in india. He designs busiess stratergies and guides the individual in all spheres of business.

Kaajal Kishinani

(Co-Founder)

kaajal is a Management and Digital innovation graduate, she has been active in financial product distribution for about 6 years, she brings the experience of working with NBFCs such as Way2wealth Covering their Wealth management Her current expertise is in the investment advisory arena with a focus on the portfolios of various High net worth individuals and Retail Investors.

Having gained significant insights into mutual funds and Insurance Business. A constant learner with an unambiguous solution-oriented approach makes her a go-to person for wealth & Investment related advice. to many, she is a friend, guide, and philosopher when it to life situations.

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