About Us

“I made my first investment at age eleven. I was wasting my life up until then”

                                                                                                                                                      – Warren Buffett

Do we think it’s already too late if you are only planning to start investing now? Yes, you’re damn right we do! You are never too young to start investing. But that doesn’t mean we want you to become the next Warren Buffett by starting investments at the age of eight either.

Investing is, in many ways, like learning a second language: It’s easier, and more rewarding, to get started when you’re young.

If you are reading this, it means you have stumbled upon our page in the hopes of getting more value out of your money. You have come to the right place.

Whether it’s a savings account or any other investment option, the art of compounding interest works better the longer the money is invested. So any amount of money you can invest early in life will pay long term benefits.

So go ahead and start planning for a long overdue world tour, your children’s education, buying an apartment, or life after your retirement.

Yes, now is the time to make your money work for you, my friend. Seize the day and invest because all we have is NOW.

Meet the Team

ALOK CHHAJER

 

Founder and Chief Financial Planner

With over ten years of experience of working in the corporate world, Alok has now started an entrepreneurial venture to pursue his passion towards spreading financial literacy.

He started his career with Indiabulls Securities as a Relationship Manager and moved on to work with financial powerhouses like HDFC Bank, Motilal Oswal Securities, HSBC Investdirect and ING Vysya Bank in sales and marketing divisions. Alok has also worked for Jain Group of Institutions in the capacity of Asst. Professor.

A post graduate in management from St Joseph’s College of Business Administration, Bangalore. Alok is a Certified Financial Planner (CFP) and has various certifications of NSE and BSE. He is currently pursuing PhD in the area of rural marketing of financial services.

A passionate trainer and an eager learner, Alok strongly believes that every moment brings with it some learning opportunity. One should just be open to embrace it!

BALAJI RAO

Consultant

He has a versatile back-ground with 23 years of industry experience and 5 years of academic exposure. He has worked in senior positions at renowned brands like Karvy, Escorts, CCSIL-Citigroup and Apple Credit. His last assignment was at Karvy Stock Broking Ltd. as an AVP & Zonal Head – Distribution (Jan 2010).

Further, he has conducted various Investor Awareness Programs at many locations across South India in his endeavour to reach out to create awareness on investment products, besides appearing as a market expert on CNBC TV18 on invitation.

He has shared his thoughts on investments for organizations like CII, Rotary Clubs, Management Associations and other forums. He has conducted corporate training sessions on Financial Planning & Investment Management for clients of NJ India Invest, UTI Mutual Fund, Franklin Templeton Mutual Fund, Lotus Knowlwealth, Stock Market Institute among other premier institutes in the past.

C.A RISHI BOTHRA

With a hands-on experience of over four years in the field of taxation and audit, Rishi brings along his expertise to provide solutions to tax-related concerns of our clients. With him around, clients can be assured of paying the lowest amount of tax through effective income management and tax planning.

A Chartered Accountant and a Company Secretary, Rishi is an avid traveller and a powerful orator who loves playing cricket.

PRANAV RAO

 

His passion for investments brought Pranav to this team. He is a management graduate in the field of finance and has been involved in the execution of the financial planning process. He takes care of the operations and client services here. He aspires to become a wealth management professional in the coming years.

Do you have 2 hours to change your life?

Book an appointment with us for a two hours Personal Financial Planning. The package is worth Rs 2100.

If you book now, for a limited time, you get it absolutely FREE.

 


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