COMPANY PROFILE
“A Personal CFO doesn’t just manage money — they align your wealth with your values, guiding you toward a secure and meaningful future.”
A professionally managed, family-owned asset management firm, which means you get the best of both worlds.
Specialties
Financial Planning, Insurance Solutions, Investment Strategies, Retirement Planning, Wealth Management, Financial Education, Personalized Financial Services, Expert Financial Advisors, Digital Financial Solutions, Customer-Centric Financial Services, Tailored Financial Strategies, Risk Management, Investment Portfolio Diversification, Retirement Income Optimization, Tax-Efficient Wealth Growth, Financial Literacy Promotion, Long-Term Financial Security, Legacy Planning, Fintech Innovations, and Financial Empowerment.
Our team of
professionals
We have a team of some of the most talented professionals in the industry, who aim to deliver outstanding results through cutting-edge technology while following core principles.

Chintan Kamdar
Founder & Director

Ashka Kamdar
Founder & HR Head

Naresh Bhatt
Cluster Manager

Nikunj Patel
Cluster Manager

Tanvi Patel
Operation Manager

Shruti Pansuriya
Trainee

Rucha Vaghasiya
Trainee

Krish Variya
Graduate Analyst

Yash Vadher
Trainee