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Promoter - Naveen Rego
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About Our Promoter

The firm is promoted by Mr. Naveen Julian Rego- CFPCMwho has over 15 years experience in various areas encompassing financial markets, products, advice and training. He is a SEBI Registered Investment Adviser (Registration Number INA200004250).

Naveen is a CERTIFIED FINANCIAL PLANNER CM from Financial Planning Standard Board of India, Certified Treasury Manager from ICFAI, Hyderabad, and Bachelor in Chemical Engineering from NITK, Surathkal, and M.A. in Economics from Pune University & MBA in Finance from Symbiosis Institute of Management Studies in Pune. Besides this, he is accomplished professional trainer (NISM certified) for many financial and educational institutions in India.

 
   
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