Our Founder

The firm is promoted by Mr. Naveen Julian Rego, CFP®, who brings over 25 years of passionate experience across financial markets, investment products, advisory services, and professional training.

He is a CERTIFIED FINANCIAL PLANNER® from the Financial Planning Standards Board of India, and a Certified Treasury Manager from ICFAI, Hyderabad. He holds a Bachelor’s degree in Chemical Engineering from NITK, Surathkal, M.A. in Economics from Pune University, and MBA in Finance from Symbiosis Institute of Management Studies, Pune.

In addition to his advisory expertise, Naveen is an accomplished professional trainer (NISM certified) who has conducted numerous programs for financial and educational institutions across India.

He is currently the Principal Officer and Managing Director of the firm.