To be the premier financial advisory firm, meeting the financial goals of our customers through quality risk and wealth management solutions, delivered by our trusted and professional investment consultants.
To build a strong business based on our core values of:
Sachin has done MBA and Post graduation diploma in foreign trade. He possesses 12 years of rich and practical experience in financial services which includes financial Planing, Portfolio Management, Marketing, Advisory and Consulting. He is an authorized person of NSE & BSE.
In his past experiences, he has worked for ICICI Prudential and Religare Broking, where he added significant value in all the engagements he was leading and got numerous accolades for his team and the organisation.
Clients trust Sachin for his deep understanding of market and its movements, knowledge on various financial instruments and ability to connect well with clients’ custom needs.
Ankita is a member of The Institute of Company Secretaries of India and is also CA (Inter). She is also qualified with NISM series V & series VIII certification and holds a membership of BSE Star Mutual Fund.
She has 8 years of diverse experience in Financial Services, Strategy Planning, Asset Allocation and managing business Operations.
Her analytical skills and approach of attention to details helps her understand the client’s needs very well and plan the custom solutions to realise their financial goals.
Rajat laddha is member of the Institute of Chartered Accountants of India and has been into corporate taxation field for more than 14 years with various multinational companies. His core expertise ranges from corporate tax planning to corporate tax assessments and tax representations before tax authorities.
His area of expertise spreads across a wide spectrum of Financial Planning services by continuous Wealth Creation and maximisation through value investing in mutual funds, stock markets and other investment instruments. Approach is to strike and maintain a well balanced and diversified portfolio across the various asset classes. In his role here, he will serve as a Chief Fund Advisor & Tax Counsultant.
Rajiv Vijay is a successful entrepreneur and is an eminent name in music industry having rich national exposure in singing. He runs his own production house under the name Rajiv Vijayvargiya Productions. He has a hands on experience in public relations and marketing. In this role with Index One Wealth, he will serve as an associate partner.
He will ensure the Acquisition of Retail and HNI Clients across all sectors of working.
