Our Relationship Managers are Investment Advisors, Certified Financial Planners (CFP) and have also attended Financial Management programmes at prestigious institutes such as IIM Ahmedabad, IIM Lucknow, and ISB Hyderabad.
Major Ashish Chadha (retd), took charge of the business in 1995. He comes from a proud military background of the Regiment of Artillery of the Indian Army. He is a Riding & Polo Blue, Merit Card in Squash from the NDA (National Defence Academy), and holds a decoration from the Indian Army in combat. Since then he has travelled over 75 countries, been a yoga practitioner (believing in mind over matter), golfer, amateur tandem skydiver, bungee jumper, and whale swimmer. Major Chadha has attended the MDP (Management Development Programs) from IIM Ahmedabad and ISB Hyderabad, and is invited to speak/write on financial planning and portfolio strategies from time to time in national media.