With over 30 years of experience holding senior positions both in India and UK, Bijaya is a founder of the company and is the Managing Director. He is passionate about customer care and strongly believes that the foundation for any company to succeed in the long run lies in how much satisfied its clients really are. He holds a master’s degree in Economics and also Diploma for Financial Advisers by the Institute of Financial Services.
Relationship management with clients is the key responsibility of Manhar, which he immensely enjoys. He is also a founder director of the company. He has been in the industry, mostly on sales and advice side of business, for almost 40 years, doctors being the single most important segment of his client base. He holds a B Com degree and FPC qualification.
He is the person behind the scene, managing the operations and IT infrastructure of the firm including networking, development and maintenance of IT systems. He is holding a B. Sc and a Law degree; he is also CII certified for advising on General, Protection and Mortgage, and qualified for Life and Pension office administration. He has an experience of more than 25 years in this industry.
Our Valuable Team Members
An engineer by training, Murali comes from a banking and fund management background, where he worked for more than 25 years. He also holds a MBA degree and a Diploma for Financial Advisers by the Institute of Financial Services. With an eye for details and a thoroughly professional approach he is the main adviser in the firm and his areas of advice include mortgage, protection, pension and investments.
She has over 13 years of experience in the fields of regulations, finance and personal financial planning. She holds a master’s degree in Economics, a diploma in Financial Management and the Certificate of Financial Planning from the Chartered Insurance Institute. She assists the compliance manager to ensure that proper systems and processes are in place to meet regulatory requirements and that the advice provided by the firm to individual clients is suitable.