A seasoned professional with over 20 years of experience, He has expertise in the field of Taxation (Direct & Indirect) including International Taxations, Auditing, Business and financial Advisory. His exposure to various industry segments contributes to his rich experience, sound knowledge about economy and the Indian and International Taxation. He has also successfully completed certificate courses on International Taxation and Indirect Taxation organized by the ICAI. He has been a speaker at a number of seminars. His list also includes BSE Certification on Central Depository (BCCD), NSE's certification in Financial Market (NCFM) - Mutual Fund Advisor's Module. An active member of the Bombay Chartered Accountants Society, Direct Tax Professional Association, Association of Corporate Advisors & Executives, Views Exchange and many other professional bodies. He holds a visionary approach in all his associations whether professional or social in nature.
An Arhatic Yogi and a Pranic Healer, he is also associated with many charitable organizations. He is the Present Managing Trustee of MCKS Food for Hungry Caring Heart India, working on the mission of alleviating sufferings of under privileged people and empower them to become self-sustainable
Aajay is a Certified Financial Planner (CFP- the Gold Standard in Financial Planning globally) and a veteran of the Wealth Management and Advisory Services Industry.
In a career spanning over a decade, he has dealt with and has expertise in Equity, Mutual Funds, Insurance, Portfolio Management, and Financial Advisory. His deep understanding of Asset Allocation helps him to provide his clients with a systematic wealth creation process irrespective of a bull or bear phase of any particular asset class.
Aajay believes that an Optimal Asset Allocation along with Goal-based Financial Planning is the secret to achieving financial freedom by having an ideal portfolio giving higher returns while being exposed to relatively lower risk. He is also a Pioneer in the field of Behavioural Investing and is more of a friend, philosopher, and guide to his client as well as fellow professionals. He holds multiple certifications from the National Stock Exchange and NISM.
Namita is a practicing Chartered Accountant having experience of more than 15 years. She has expertise in the field of Business Advisory, Management, Estate & Succession Planning. She has served various industry segments and her creativity helps in incorporating new ideas in the work front. She has been selected by Goldman Sachs for MBA Executive program from IIM, Bangalore under their 10000 Women Entrepreneur Program in the year 2019. A well connected and networked professional, CHESSY has gained lot of innovative management idea under her leadership.
