Our Team

 

Savita Nayak

CFP® Certified Financial Planner
Provides comprehensive financial planning, goal-based investment advice, insurance solutions and holistic wealth management for families.

Navnita Nayak

CFA Level 1 Cleared
Supports investment research, portfolio analysis and helps clients with mutual funds, bonds and structured investment decisions.

Pundalik Nayak

Mediclaim & Accident Insurance
Specialises in mediclaim and accident insurance solutions, helping clients choose the right health and personal accident cover.