About us

Manoj Kumar Gupta ( BE, MBA, IP ,CTEP, NCCWM,IA, RA)

Financial Planner I Wealth Manager I Estate Planner

Experienced financial planner with a passion for guiding clients towards financial independence. With over a decade of expertise in creating tailored financial strategies, he excels in understanding individual client needs and translating them into actionable plans. His dedication to education ensures that clients are well-informed about their investment choices. He is Certified Wealth Manager,Investment Adviser, Research Analyst by NISM ,  Chartered Trust and Estate Planner CTEP (AAFM ) & Insolvency Professional ( IBBI) , believes in building lasting relationships based on trust and transparency, empowering clients to achieve their financial Goals.

NPS Chauhan ( CA, MBF)

Tax Expert I Investment AdvisoryI Financial Management

N.P.S. Chauhan is a seasoned finance and tax expert with over 31 years of experience in investment advisory, tax planning, budgeting, and financial management. A Chartered Accountant with a Master’s in Business Finance, he has led financial strategy, compliance, and taxation for major organizations, where he spearheaded finance, accounting, and tax operations across multiple divisions . His expertise includes wealth management, strategic financial planning, direct & indirect taxation, financial risk mitigation. Mr. Chauhan provides insightful guidance to businesses and individuals, ensuring compliance and efficiency in financial planning. Whether it's tax-saving strategies, investment growth, or business transformation, his experience makes him a trusted advisor in the financial domain.