Our Team

Mr. Lokesh Malhotra

Mr. Lokesh Malhotra

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.

Mr. Sandeep Soni

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.

    

Mr. Rajesh Anand

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.

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Mr. Gurjinder Jaura

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.

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Mr. Riju Minhas

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.

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Ms. Renu Patial

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.

Mr. Anuj Thukral

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.

Mr. Bharat Sharma

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.

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