The firm is promoted by Mr. Naveen Julian Rego – CFP who has over 21 years of passionate experience in various areas encompassing financial markets, products, advice and training. 

Naveen is a CERTIFIED FINANCIAL PLANNER ^CM from Financial Planning Standard Board of India, Certified Treasury Manager from ICFAI, Hyderabad, Bachelor in Chemical Engineering from NITK, Surathkal, 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. He is also the Principal Officer and Managing Director of Naveen Rego Capital Private Limited.