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Meet The Team

Our Founder

Ms. Kunnj Dilip Lalka

financial professional with 5+ years of expertise as an industry and equity research analyst in the Indian market. She has been Actively looks into client investments and strategies to get better ROI, managing and also advising the investors on investments her role is to do research on the various sectors, monitoring patterns- levels, and finding future potential trends and to filter out for the investment purpose.

She is also associated with “smart investment magazine” as financial writer, where she on regular basis writes on the various sector and investment ideas.

Education:

 CS- Final (ICSI)

Graduate - Mumbai University

Investment Advisor, Nism

Equity Research Analyst, Nism

Derivatives Analyst, Nism

Regd. Mutual Fund Distributor, AMFI

Certificate program in Capital Markets, BSE, Jamanlal Bajaj institute management

Certificate program in Women Start-up Program at IIM-B | NSRCEL

Her favourite quote: "markets can remain irrational longer than you can remain solvent"

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Relationship Manager - Mumbai Region

Mr. Dewang Madhawani

Responsible for  Sales and Distribution of Mutual Fund and Insurance in Mumbai Region he is a CA finalist and comes with wide experience of 5+ years in accounting field, Previously he has been Assistant manager – Accounts under IndoTech Industries – Mumbai, he is Excellent Interpersonal, Motivated Team Player and Capable of Multi-Tasking to perfection.

His Favourite Quote: "Alone we can do little together we can do so much"

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Managing Director

Mr. Dilip Lalka

He is an Insurance Claim Advisor (non-life), has more than 2 decades of professional expertise, and holds in-depth knowledge of logistics, insurance, auto, and auto ancillary sectors, he is a value investor himself, his eye for detail in evaluating businesses, market trends, and multiple investments avenues.

His favourite quote: "In investment, it is all about managing the risk" 

Role: He comes with huge network amongst its peers, his role towards the entity is to bring the best resources for the entity and to benefit our investors

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Relationship Manager - Gujarat Region

Mr. Vishal Krishnani

He is looking after the sales and Distribution of  mutual Funds and insurance, he is dynamic persona having done his Graduate and CA inter and ICWA inter he comes with experience of 5+ years as Networking Marketing professional.

His Favourite Quote: "Together, ordinary people can achieve extraordinary results"

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