Chartered Institute of Bankers 1995, Financial Planning Certificate, Chartered Insurance Institute 1997
Ranjit focuses on cross-border planning globally for individuals & businesses. No one client is the same; solutions are tailor-made.
This ranges from savings & investments, pension planning through to cross-border company incorporations.
His core philosophy is in providing the highest in client servicing and co-ordinates with his team to deliver precisely that.
- Collaborative Partner
Proprietor Sana Securities, SEBI Registered Investment Adviser
Rajat is a SEBI Registered Investment Adviser and is an expert in investing in India.
His vast experience in the Indian Equity markets is a valuable skill that is unmatched.
He is a regular contributor for various media outlets, such as sharing his views on the Indian equity markets on the TV channel, Economic Times.
- Financial Strategist
Degree & Masters in Computer Science 1990, 92
Rajiv provides us with his insights on global investment funds with an extraordinary eye for value and returns.
His analysis has helped our clients implement hard-working investment portfolios within various structures.
His unique understanding of cross-border funds makes him a valuable asset.
- Insurance Adviser
Bachelor of commerce from Delhi University, Licentiate & Associate of Insurance from Insurance Institute of India
Nitin advises on insurance based products in India.
He has a great understanding of the insurance market and the products available from life assurance through to pension policies to regular income annuties.
This has paved the way for for non-resident Indians looking to invest into insurance policies in India.
- Portfolio Manager & Compliance
Certified Financial Planner & SEBI Registered Investment Adviser
Sapna is a SEBI Registered Investment Adviser who oversees our compliance requirements and also a QROPS Investment Manager as well as presenting financial planning workshops.
She is an associate founding member of a portal dedicated to enlighten and educate women in financial planning.
A regular in various media publications, she is dedicated to enabling women in India to become financially independent.
- Cross-border Consultant
Intercultural relations specialist between Europe & India. Expert in the culture of Indian business, religion and tradition.
Anna's vast qualifications and experience of India enables her to offer valuable inputs on matters such as doing business in India as well as advising on personal matters.
She is an expert in Indian traditions and cultures and has helped to define various plans of action to achieve success in India.
Being based in Marid, she offers the perfect bridge for our clients based in Europe and lectures regularly about India.
- Funds Adviser
Master of Business Administration & Applied Finance, Sydney University
Shivang's skills relate to the administration and implementation of mutual fund platforms in India.
The procedures in India can be daunting and complexed but that is not the case for our clients.
His unique understanding of the rules and procedures has enabled our clients to invest confidently into Indian mutual funds.
Helping our clients to achieve more
As our clients come in all shapes and sizes, we therefore, have a network of associates that enables us to offer even more.
We can rely on our partners and associates to deliver the right solution wherever you might be.
Having us as your main point of contact to help solve complex financial planning issues that require specialist advice, helps our clients to focus and achieve more.
- Chartered Accountant
Chartered Accountant, International taxation & business advisory, Bachelors in Accounting & Finance
Prakash advises individuals and businesses on all aspects of doing business in India. Our client's affairs are kept compliant and organised in terms of annual filings and associated tax matters.
He works closely with our non-resident Indian clients with their reporting requirements as well as businesses expanding into India.
His ability to navigate complexities has helped our clients to reduce their administrative stress and achieve more.
- Cross-border Business Development
King's College London Graduate 2001, Experienced cross-border adviser
Andrew provides global talent hiring and bridges the UK and India in terms of the opportunities that are available.
As a result of his experiences of living and working in India, he has helped our clients in the UK to explore India and gain a valuable foothold in the world’s fastest-growing economy.
His planning and execution in helping charities and NGO’s to set up in India has helped the most vulnerable in society,.
- Mutual Funds & Insurance
Cochin, South India
AMFI registered Mutual Fund Distributor, winner of Upper Crest awards, Mangalore University
Devendra advises individuals and businesses on all aspects of doing business in India. Our client's affairs are kept compliant and organised in terms of annual filings and associated tax matters.