CEO & Founder
Lokesh Malhotra is a core wealth specialist with more than 16 years of rich experience in the field of personal finance and wealth management. He holds a MBA Degree and experience of having worked with CitiBank, Standard Chartered Bank.
Mentor & Founder
Sandeep Soni is an ardent entrepreneur. He has business interests ranging from IT & Digital Solutions, Human Resource Training to Telecom sector. He is also the founder of Dreamweavers group. Sandeep has an MBA and more than 25 years of entrepreneurial journey experience.
    Mentor & Founder
Chartered Accountant by profession. He has more than three decades of professional experience and has an established expertise in availing secured -unsecured lines of credit for businesses.
Co-Founder & Director Insurance
Gurjinder Jaura is a core insurance specialist with more than 18 years of experience in the Insurance industry. He holds an MBA and experience of having worked with Reliance General Insurance and Bajaj Allianz General Insurance.
Co Founder & Director Wealth
Riju Minhas is a core asset management business professional with more than 16 years of rich experience in the mutual funds industry. He holds a MBA Degree and experience of having worked with HDFC, L&T, HSBC.
Associate Director Wealth
Renu is an operations specialist with more than 16 years of experience in the banking and finance industry. She holds an MBA in Finance and Marketing.
Associate Director Wealth
Anuj Thukral is a core wealth specialist with more than 10 years of working experience. He holds an MBA and experience of having worked with ICICI Bank, HDFC Bank, Axis Bank.
Loan Advisor
A professional Loan Advisor with more than fifteen years of experience Managing and Processing loan applications including Home Loans / LAP / Overdraft limits / Personal Loans / Auto loans /Working capital loans / Machinery loans / Agri Loans Best Guide for all Your Loan Requirements.