Dr. Daya Dhar Raj Srivastava is a Senior Banking Professional having 40 years of experience in Banking industry and academics. He is Visiting Profressor in various Universities.

  • Certified Financial Planner
  • Chartered Wealth Manager
  • Ph.D.(Management),
  • Associate in Life Insurance
  • Licentiate in General Insurance
  • AMFI Certified and CAIIB.
  • A financial market expert .

Having 1.5 year of work ex in Barclays as product controller analyst and 1.5 year of work ex in Ca firm in audit, taxation and accounting domain

  • FRM (certified)
  • Chartered Accountant
  • CFA ( level 2 cleared)
  • Bcom (finance)
  • Financial modeling
  • Python, SQL, Advance excel

Mayank Aggrawal is a finance professional with more than 6 years of experience in the field. Have expertise in research and analysis of different financial instruments.

  • Chartered Wealth Manager
  • PGPM
  • B.tech
  • Certified Credit Research Analyst
  • Equity Research Advance Module
  • Financial Modeling
  • AMFI Registered Mutual Fund Distributor

More than 3 years of experience in different segments of the Investments & training.

  • Certified Financial Planner
  • MBA in Finance & HR
  • AMFI Registered Mutual Fund Distributor

Abhishek Pal is a Finance Professional with more than 10 years of training and Industry experience having expertise in Direct taxes and Indirect taxes, Financial and Cost Accounting, Bank Audits, Mutual Fund, Secuirity Analysis and Portfolio Management.

  • CA (Intermediate)
  • CMA (Intermediate)
  • MBA (Finance)
  • PGDM (Finance)
  • Various Cerfication Course in the field of Finance
  • Certified GST Trainer
  • Advisor of Investment Portfolio; Mutual Fund

Associate Professor at Lucknow public college of professional studies, having 12 plus year of experience in teaching MBA, BBA, Bcom Hons, Students.

  • PhD in (Management)
  • Qualified UGC NET (Management)
  • MBA in Finance & Control
  • AMFI Registered Mutual Fund Distributor

8 Years of experience in Financial Product Distribution & Training.

  • Certified Financial Planner
  • M.Com
  • AMFI Registered Mutual Fund Distributor

Aviral Agarwal is a Super Specialized Finance Professional serving more than 500 Clients across India. Having 7 plus years of experience in different domains of financial services, education & training.

  • Certified Financial Planner
  • BA
  • LLB
  • AMFI Registered Mutual Fund Distributor