Mrs. Lata Shah

Mrs. Lata Shah is a Partner in the firm with over 10 years of experience in financial distribution. She plays a pivotal role in client relationship management and oversees the firm’s overall operations, ensuring that processes run smoothly and services are delivered efficiently and consistently.

Her responsibilities include coordinating between teams, streamlining workflows, and maintaining high standards of operational performance.

With a strong client-focused approach, she is dedicated to building and nurturing long-term relationships based on trust and transparency. She takes the time to understand each client’s unique requirements and ensures prompt, reliable support at every stage. Her excellent organizational abilities, attention to detail, and commitment to service excellence significantly enhance the firm’s operational strength and overall client satisfaction.

Ms. Sheetal Deshpande

CERTIFIED FINANCIAL PLANNER®

Ms. Sheetal Deshpande, CERTIFIED FINANCIAL PLANNER®, is a Partner in the firm with over 12 years of hands-on experience in the Banking and Financial Services sector. With a deep understanding of the evolving financial landscape, she combines practical industry knowledge with strategic insight to deliver comprehensive and goal-oriented financial solutions.

As a Certified Financial Planner®, she is dedicated to guiding individuals and businesses toward achieving their financial objectives through well-structured, personalized strategies. Her core areas of expertise include Financial & Investment Planning, Retirement Planning, and Wealth Management.

She also specializes in regular client portfolio reviews, ensuring investments remain aligned with changing financial goals and market conditions. With a strong focus on building and maintaining long-term client relationships, Sheetal is committed to providing consistent support, proactive guidance, and trusted financial advice that fosters lasting confidence and growth.

Mr. Dilip Sakaria

Mr. Dilip Sakaria brings over 25 years of extensive experience in the financial services industry. Throughout his distinguished career, he has been associated with several renowned financial service providers, earning a strong reputation as a trusted and knowledgeable professional in the field.

His deep understanding of financial markets, investment strategies, wealth management, and client advisory services has enabled him to deliver consistent value to clients and organizations alike. With decades of hands-on experience, Mr. Dilip Sakaria combines strategic insight with practical expertise, helping individuals and businesses make informed financial decisions.

Known for his integrity, professionalism, and client-centric approach, he continues to be one of the most recognized and respected faces in the financial services sector. His vast industry knowledge and commitment to excellence remain the cornerstone of his professional journey.

Mr. Suraj Nayak

Mr. Suraj Nayak is a Practicing Chartered Accountant with over three decades of experience in the field of accounting, taxation, audit, and financial advisory services.

He has been associated with assignments relating to tax advisory, statutory compliance, overall risk tolerance, financial planning, and related professional services for individuals and business entities. His work experience includes handling matters concerning direct taxation, audit, and financial structuring within the framework of applicable laws and professional standards.

He is associated with the firm in a professional capacity and contributes to advisory and compliance-related engagements as required.

CA Kishore Rane

CA Kishore Rane is a Chartered Accountant with approximately 30 years of experience in professional practice.

His areas of work include taxation, financial advisory, investment structuring, retirement planning, and related compliance services. He has handled assignments across various sectors in accordance with applicable regulatory and professional standards.

He is engaged in providing professional services in the areas of tax advisory, financial planning, and allied matters within the scope permitted under the Chartered Accountants Act, 1949 and the guidelines issued by the Institute of Chartered Accountants of India.