YOUR TEAM
Can I retire early?
Are my investments working hard enough?
What’s a good approach for savings?
What are the elements of a sound estate strategy?
Do I have enough insurance for my family?
Our experienced team has helped many people just like you with similar concerns. Let us help you create an approach that is designed to address your individual situation.
In addition, we can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management analysis
Our Team
AARTI RATHI
Financial consultant, Investment planner
A certified financial products distributor and solutions professional, taking pride in helping many a people structure their financial affairs successfully. With an MBA in Finance, Aarti has been in financial services since 1999. During this time Aarti has gained extensive practical experience in pre & post retirement, estate taxation and investment planning. Focused on assisting clients achieve their lifestyle goals through astute strategic council and life plan techniques. The highlight of her work, however, is hearing her clients say, "we trust you."
Financial Consultant, Investment Adviser Representative
AASHISH NAVANDAR
MBA Finance
With a business acumen family background, he has diverse experience in multiple business models including the Mutual Fund industries' franchise structure. Possessing a diverse on field experience rather than having proficiency in a single area, has made him acquire a solution based adaptability mindset to encounter and overcome any intricate challenges.