Chartered Institute of Bankers 1995, Financial Planning Certificate, Chartered Insurance Institute 1997
Ranjit focuses on cross-border planning for individuals and businesses. No one client is the same so he provides tailor-made solutions.
This ranges from savings & investments, pension planning through to cross-border company incorporations.
His core philosophy is providng 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 as a SEBI Registered Investment Adviser is an expert in investing in India and provides advice to our clients around the world.
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 for cross-border funds with an extraordinary eye for value and returns.
His anlaysis 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 for our clients.
With a great understanding of the insurance products that are available in India from Life Assurance through to Annuties, helps our clients to make the right decisions.
For our non-resident Indian clients, this has paven the way for them to take out the right policy.
- Portfolio Manager & Compliance
Certified Financial Planner & SEBI Registered Investment Adviser
Sapna is a SEBI Registered Investment Adviser who oversees our compliance requirements as well as a presenting financial planning workshops.
She acts as an Investment Adviser for our client's QROPS pension policies as well as providing financial planning in India for a select number of clients.
A regular in various media publications, she is dedicated in enabling women in India to become financially independant.
- 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 quite daunting and complexed but that is not the case for our clients.
His unique understanding of the rules and procedures has enabled our overseas clients to invest confidently into Indian mutual funds as well our clients already here.
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 requires specialist advice outside of our remit, helps our clients to focus and achieve more.