ABOUT US

about us

Be Financially Fit

To be financially fit is essentially achieving financial independence – a key pillar that allows us to achieve our goals. Be it buying our first house, planning for our children’s education, saving for retirement – these are just some of the goals for which it is never too late to start planning early.

We believe we must look after our financial fitness through a proper regimen of regular savings, proper planning and disciplined investing just as well as we look after our physical and mental health.

With over 50 successful years in the industry, our team of financial advisers have gained significant cutting edge insights in financial planning, investment, insurance and taxes. We will work with you – at absolutely no cost - in identifying your risk profile and help you achieve your goals. We will customize your portfolio based on your needs and requirements and are available to answer any questions you may have any time of the day.

Our free online investing portal helps you invest in customized mutual fund portfolios at no cost and in an easy and transparent manner. Your personalized templates are delivered regularly to your mail and help you keep track the growth of your investment portfolio.

We wanted to leave you with a quote that has helped us immensely in achieving our financial fitness:

“Do not save what is left after spending but spend what is left after saving.”

Warren Buffet
Invest with us today and be financially fit!

Key Management Profile

kamal jeet gupta
Kamal Jeet Gupta

Kamal Jeet Gupta is a Chemical Engineer from BITS Pilani and obtained his MBA from IIM Ahmedabad with specialization in Finance. He has over 30 years of work experience in the corporate world and has successfully planned, executed and managed multi crore projects. An avid investor in the stock market he has significant experience in fundamental analysis of companies and identifying potential multi-baggers. He is registered with AMFI where is authorized to manage mutual funds on behalf of his clients. Prior to becoming a Financial Advisor, he was the Executive Vice President of Fresenius Kabi Oncology Ltd and was also independently consulting companies in the Pharmaceutical sector.

shobit gupta
Shobit Gupta

Shobhit Gupta is Chartered Account and has obtained Economic Hons. from Sri Ram College of Commerce. He has over 30 years of work experience within as well as outside of India. He is a risk management and assurance professional with rich experience in internal audit, risk management, revenue assurance, corporate governance and general management. Prior to becoming a Financial Advisor, he was the Vice President of Essar Group.

rachna gupta
Rachna Gupta

Rachna Gupta has over 34 years of experience as a lawyer and is currently the Advocate on Record for the State of Uttar Pradesh. She has regularly appeared on behalf of state matters in the Supreme Court and has been involved in corporate matters pertaining to agreements, legal documentation for International Funding, arbitration in relation to corporate disputes and representing clients in disputes regarding Mergers & acquisitions.

She has also regularly appeared in the Delhi High Court where she has dealt with Writ, Criminal, Labor cases, Constitutional, Revenue, Arbitration, Excise and Sales Tax, Ceiling, Land Acquisition, Service and Taxation matters.