Our Concern Person

Meet Veena Malgonkar, a Certified Financial Planner (CFP) by profession and the lady with passion in her work and strong purpose as her guiding light, the one who has continuously helped many individuals live an empowered life through financial counseling and services.

An MBA from Symbosis institute of management, Veena has always believed in continuous up-gradation of self so that her clients could receive the best financial solutions possible.

She has completed her AMFI Mutual fund (Advisors) Module, IRDA Life Insurance Module, Capital Markets (Dealer) Module, Derivatives & commodities modules and most importantly, Veena is a certified Financial Planner.

Veena is committed to upgrading her knowledge of the financial services industry constantly. And believes in maintaining the trust of her clients by engaging in full disclosure and accuracy. For Veena, establishing life long relationships is what matters the most.

Our Core Values
We are commited to constantly upgrading our knowledge to provide value added financial planning and investment management services.
We are commited to maintaing high ethical standards at all times while dealing with our clients and ensuringthe confidentialluy of our relationship.
We will endeavour to exceed our client's expectations while dedicating ourselves to providing peace of mind to our clients.
We value long term relationship with our clients.
Vision statement
To continuously provide our clients with financial solutions so that they achieve personal freedom and the ability to live their dreams.
Mission stament
We will build up a team of highly motivated individuals who are commited to providing tailor made financial solutions to our clients.
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