The firm is promoted by Mr. Naveen Julian Rego – CFP who has over 20 years of passionate experience in various areas encompassing financial markets, products, advice and training. He is a SEBI Registered Investment Adviser with the Registration Number INA200004250.

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.