Our Team

Our team combines strategic insight, operational excellence, and an unwavering commitment to client success.

Mr. Naveen Julian Rego, CFP®, Principal Financial Planner, leads the firm with integrity, experience, and a long-term vision for sustainable value creation.

Ms. Manjiri Joshi, Director of Operations and Compliance, ensures regulatory discipline and seamless execution across all operational functions.

Ms. Khushi Riyana Dlima and Mr. Brian Edmond Pinto strengthen client engagement and service delivery through their leadership of the Advisory Support and Mutual Fund Operations desks respectively.

Ms. Roopa, Team Leader for Accounts, upholds financial accuracy and reliability, forming the backbone of the firm’s operational strength.

Along with our extended team, we always work with one motto in mind — ‘Client First.’