Team Member

Mr. Rajendra Dumbre, Partner

He has hands on experience of over 21 years in the areas of Financial Planning, Insurance, Mutual Fund, and CorporateServices. In the initial years, he was closely associated with LIC as Insurance advisor. Now he advises various corporate and Educational institutes/colleges for various statutory solutions and advanced benefits services. His core competency is to handle the portfolios of individual and corporate keeping in mind their future needs and demands, time horizon and risk appetite. He is a Certified Financial Planner (CFPCM) and Register Financial Consultant (RFC)

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Ms.Deepali Pawar Halankar, Partner

She has started her career as Mutual fund advisor. She has extensive knowledge of Mutual fund and various investment products. She is Currently pursuing CFP. Her proficiency lies in the areas of customer relationship management.

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