Reshma Shetty | Founder

(Investment & Wealth Coach)

With over 23 years of experience spanning the BFSI and Agrochemical industries, Reshma specializes in Key Account, cash flow management Relationship Management, and Risk Management. Also worked in Agrochemical as a credit controller for the company.

Her expertise lies in investment advisory and designing goal-based portfolios, helping clients navigate complex financial landscapes with clarity and confidence.

Read More

Ami P Kotack | Co-Founder

(Investment Strategist & Wealth Architect)

With 20+ years in leadership roles across top asset management firms, Ami has played a pivotal role in expanding distribution networks, launching investment solutions, and optimizing wealth-building strategies.

Her experience spans Mutual Funds, PMS, AIFs, and ETFs, ensuring clients receive well-structured, goal-driven financial solutions.

Read More