Our Advisors

Certified professionals with decades of combined experience.

Rajeev Menon

Chief Financial Planner & Founder

CFP · SEBI Registered Investment Adviser

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Anjali Sharma

Senior Wealth Advisor

CFA · MBA (Finance)

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Vikram Iyer

Retirement & Tax Specialist

CFP · LL.B (Taxation)

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Sneha Reddy

Estate & Insurance Advisor

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