About Us

Ramkrishna Roy brings nearly two decades of institutional expertise to the wealth management landscape. He is a Certified Financial Planner (CFP) with an MBA in Finance and Marketing. He began his career in 2008 as an Equity Advisor for HNI clients at ICICI Securities in Mumbai, later serving as a Portfolio Manager at Asit C Mehta Investment Intermediates Ltd. Today, based in Guwahati, Ramkrishna leverages his deep market insights to provide high-net-worth individuals with disciplined, data-driven investment roadmaps. He specializes in Strategic Equity Advising, HNI Portfolio Management, and Comprehensive Financial Planning.

Abhijit Mali is a seasoned financial services professional with more than 2 decades of experience in insurance and financial planning. He specializes in asset and risk management for High Net Worth Individuals (HNIs) and institutional clients, delivering customized, risk-optimized solutions aligned with long-term financial goals. He also provides strategic advisory in Pension and Group Schemes (P&GS) for corporates and institutions. Abhijit holds a Master's degree in Economics and is a Multi-Year MDRT Qualifying Member.