Our team of dedicated professionals brings years of experience and expertise to help you achieve your financial goals.
The founder has worked with Insurance Broker and financial adviser with experience of 5+ Year working.
Mr. Kinjal Vadgama is a seasoned professional with over 10 years of diverse banking experience spanning operations, sales, and distribution banking. He has worked with renowned institutions such as IndusInd Bank, Yes Bank, Jana Small Finance Bank, and Fino Payments Bank. Holding a PGDB degree and a B.Com qualification, Mr. Vadgama brings a wealth of knowledge and expertise to the financial services industry.
A rank holder at final Chartered accountancy examinations, Mr. Ashish head the department of direct taxation and handles tax audits, representation before assessment & appellate authorities. He also handles the project financing & Debt syndication department. Having experience of 20+ Years.
Mr. Ashok is a seasoned banking professional with over 25 years of experience in the industry. He has held the position of Deputy General Manager (DGM) at ADC Bank in Gujarat and previously served as a Director at Karnavati Co-operative Bank. Since 1999, he has been actively engaged as the Secretary of the Banker Club in Ahmedabad. Mr. Ashok has obtained certifications such as NISM Mutual Fund V and NSDL Derivatives VII, showcasing his proficiency in mutual fund investments and derivatives trading. His extensive experience and qualifications highlight his expertise in banking operations, regulatory compliance, and financial services.
With over 16 years of experience, Vikas Patel is a seasoned professional in the fields of distribution, insurance agency, and fintech. He has honed his skills as a Senior Manager, specializing in driving innovative business solutions to enhance processes, create value, generate revenue, and save costs. Throughout his career, Vikas has made significant contributions to esteemed organizations, including fino Payments Bank and various multinational corporations. His expertise spans across various sectors, showcasing his adaptability and versatility in navigating diverse business landscapes. Vikas thrives on challenges and is particularly passionate about rural banking distribution. His game-changing experiences have propelled him to seek new opportunities to revolutionize the way banking services are delivered in rural areas. With a track record of delivering tangible results and a forward-thinking approach, Vikas Patel is poised to drive growth and success in any organization he joins. His dedication, leadership, and strategic vision make him a valuable asset in today's dynamic business environment.
Mr. Nikunj Dhimmar is a seasoned retail banking professional with over 15 years of experience. In his latest role as Branch Manager at Yes Bank Ltd, he demonstrated strong leadership and strategic skills. With prior experience at Bandhan Bank, Jana Small Finance Bank, IndusInd Bank, and Kotak Mahindra Bank, Mr. Dhimmar brings a wealth of expertise in branch management, business development, and customer service. He is also IRDA certified, further enhancing his skills in the financial sector.
Mr. Solanki is a detail-oriented MIS & Operation with over 4.5 years of experience in fast-paced business environments. His background includes working in the Defense & Space industry at ISRO and holding a master's degree from National Commerce College in Ahmedabad. Currently, he spearheads International Money Transfer services at Fino Payments Bank in Gujarat and Maharashtra regions, collaborating with Ria Money Transfer Services. His expertise lies in optimizing operations and ensuring efficiency in service delivery.
Mr. Mitesh Patel is a proficient professional with a Master of Computer Applications (MCA) degree and over 10+ years of experience in the technical field. His expertise lies in API integration, custom software development, and Search Engine Optimization (SEO). With a strong background in technical solutions, Mr. Patel excels in implementing API integrations, developing bespoke software, and enhancing online visibility through effective SEO strategies.
Mr. Biren Singh Rajput is a seasoned Talent Acquisition and Human Resources professional with over 11 years of experience in recruitment, talent acquisition, and end-to-end HR operations. He currently serves as HR Manager, where he leads Talent Acquisition while overseeing the entire HR operations lifecycle, ensuring seamless people management and organizational growth. In his previous role as Senior Manager – Talent Acquisition & Client Servicing, Mr. Biren successfully managed strategic recruitment initiatives and client relationships, delivering high-quality hiring solutions across diverse industries. He possesses extensive expertise in Banking and Insurance recruitment, with a proven track record of hiring exceptional talent from mid-management to CXO leadership levels. Before his current role, Mr. Biren was associated with UpMan Placements and PerfectRecruit Services, where he further honed his skills in executive search, talent acquisition, and client servicing. He holds a Bachelor's degree from Gujarat College, Ahmedabad. With a strong understanding of market dynamics, talent strategy, and HR best practices, Mr. Biren is committed to helping organizations build high-performing teams by attracting, engaging, and retaining top talent while driving operational excellence across the HR function.