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Expert Team

Core Team Member

Mr. Vikas Gupta

Mr. Vikas Gupta

Vikas, is the most promising, passionate & enthusiastic person. He is the familiar name in the market place, people renown him for his way of thoughtful & pleasing nature in all the responsibilities on time. He is highly devoted towards one and all portfolio’s to brand it on the satisfactory conclusion with his skills- sets, all he has gained these learning from his practical hardwork day & night working from since 1995 in the industry. He is graduated from Kanpur University, lives in Delhi since from 2000.

Vikas is CFA, IRDA Licentiate and AMFI certified financial consultant. He is RVCC certified financial planner, the course conducted by NSE through NISM certification program. He takes care of Life Insurance part and Mutual Fund Advisory. Vikas has a good hand in insurance business. In the year 2002, he joined Aditya Birla Sun Life Insurance Company Ltd. He many times qualified club recognitions of CEO Club, CDO Club and qualify for the world renowned recognition of MDRT. He completed his licentiate & associate ship in life insurance and successfully cleared direct broker certification. Since 2002, he is handling insurance sales & training.

Vikas loves to travel & communicate the fresh ideas to the young people.

Mr. Saurabh Gaur

Mr. Saurabh Gaur

Saurabh is a young, dynamic individual with diverse knowledge about the health care industry, completed MBA in the year 2007 graduate from Delhi University with the total work experience since 2007 till date in the insurance sector. Saurabh had started his carrier in 2007 with ICICI Prudential Life Insurance Company Ltd and later on in 2011, he joined Star Health and Allied Insurance Company Ltd. With his skill-set he is always willing to achieve the new heights in his horizon.

His hobbies are listening & playing Indian classical music & always love to explore the new world.

Advisory Board

Expert

Mr. Dhirendra Pratap Singh, FCA

Mr. Dhirendra Pratap Singh, is a Fellow Chartered Accountant, and is a member of the Institute of Chartered Accountants of India (ICAI) since 2000. He has vast experience in consultancy of direct & indirect taxes and handling corporate affairs with expertise in spearheading financial planning initiatives accounts & finance, auditing & taxation, and expertise in designing and implementing systems & procedures with proven ability to achieve financial discipline and enhance the overall efficiency of the organization.

Mr.Devendra  Arora

Mr. Devinder Arora

Mr. Devinder Arora is qualified CA and CS with about 40 years post qualification experience. He has worked with reputed manufacturing companies for 28 years, 7 years as Executive Director with Delhi Stock Exchange and 2 years as Consultant (Finance) with PHD Chamber of Commerce and Industry. Currently he is in practice and dealing in Corporate Laws, Insolvency Professional, etc.

Ms. Ishita Gupta

Ms. Ishita Gupta

Ishita is a young dynamic individual with a diverse knowledge in commerce, accounts and taxation. She had completed her graduation from Shaheed Bhagat Singh College, University of Delhi. During her college time she has done amazing internship in reputed companies like Varun Beverages Ltd and Statcon Power Control Limited. Presently, she is serving Deloitte, USI as an audit analyst. She got this opportunity through campus selection. She was thea part of an eminent college society, "commerce association" . She joined us as a part time consultant and to lead the organization in the terms of second generation.

Mr. Tanish Gupta

Mr. Tanish Gupta

Tanish is a young, dynamic individual, completed his Graduation from Maharaja Agrasen Institute of Management Studies and graduated in 2018 and completed his CFP in 2019-20. He is also a RVCC certified financial planner. He is an Executive Life Planner at TATA AIA Life Insurance and ranked among the top 100 performers pan India. He Joined TATA AIA Life Insurance Company in 2018.

He loves to play Football and Chess and always love to explore the new world with more innovative ideas. He also actively participates in Financial Literacy Programs, organized by him independently. Tanish is on the Advisory Board to manage all the TATA AIA Life Insurance related business and services.

Mr. Amit dhama

Mr. Amit dhama

Amit is a young, dynamic individual, Graduate with core expertise and knowledge in the health care industry, completed Graduation in the 2016, graduates from C.V Raman University with the total work experience since 2016. He Joined Aditya Birla Health Insurance Company in 2017. With his skill-set, he is always willing to achieve the new heights in his horizon with new ideas for business development.

His hobbies are to play Cricket and Table Tennis and always love to explore the new world. He is on the Advisory Board to take care of all the Aditya Birla Health Insurance related business and services.

Mr. Sanjeev Ratan

Mr. Sanjeev Ratan

Sanjeev Ratan is a dynamic individual, Graduate and Certified Financial Planner and Income Tax Consultant with core expertise and knowledge in the Income Tax, Insurance Industry and Financial Planning. Graduate from Delhi University with the total work experience since 1996. He Joined Max Life Insurance Company in 2010. He is the MDRT advisor in the Max Life Insurance Company Ltd .

His hobbies are to play Cricket, listening light music and also participates in Theatre. He always loves to make others happy. Sanjeev Ratan is on the Advisory Board to manage and to take care of all the business and services related to the Max Life Insurance Company Ltd and Max Bupa Health Insurance Company Ltd.

Mr. Gulshan kumar

Mr. Gulshan kumar

Gulshan is a young, dynamic individual, Graduate with core expertise and knowledge in the Life Insurance Industry, completed Graduation in the 2005, graduate from Delhi University He worked as a Investment Banker in Barclyas Bank HDFC Bank and Yes Bank with the total work experience of 9 years. He Joined ICICI Prudential Life Insurance Company in 2017.

His hobbies are to play Cricket and always love to explore the new world. He also actively participates in his family business of farming. He is on the Advisory Board to take care of all the ICICI Prudential Life Insurance related business and services.

Mr. Gaurav Singhal

Mr. Gaurav Singhal

Gaurav has graduated from Delhi University. Apart of the academic education he is certified to the various levels of financial subjects –NISM-Series VIII Equity Derivatives, AMFINISM-V, NSE certification in financial market, capital market dealer modules. The total work experience for the capital market counts for him since 2006. With the skill-sets he has, he is always willing to achieve the new heights in his horizon.

Mr. Anil Kumar Garg

Mr. Anil Kumar Garg

Anil is a graduate from Delhi University. Apart of the academic education he is certified to the various levels of financial subjects - NISM-Series-VIII Equity Derivatives, AMFINISM-V, NSE certification in financial market, capital market dealer modules. The total work experience for the capital market counts for him since 2000. With the skill-sets he has, he is always willing to achieve the new heights in his horizon.

Mr. Vivek Srivastava

Mr. Vivek Srivastava

Vivek Srivastava, is the most promising, passionate & enthusiastic person. He is the familiar name in the d-vat & sales tax, GST. He is graduated from Delhi University and done his MBA (finance) from Sikkim Manipal University. He is also ARN holder AMFI certified financial consultant advisor. He takes care of mutual fund advisory & having experience in sale tax advisory from since 2008. Has a good hand in all the procedural work related to the GST & d-vat sale tax work.