The Core Team

Satish is a passionate insurance consultant with a 14+ years’ experience of servicing a retail  customer base of more than 2000 families. He brings home a rich 25 Years working experience with leadings Banks, Pharmaceutical Companies & Insurance majors and always believe in Customer First approach. Satish has a health insurance portfolio worth 5 Crores and has assisted clients in getting claims worth Rs. 20 Crores settled till date. He has received several awards and recognitions from insurance companies for his consistent business contributions, maintaining a high-quality portfolio, and close to 100% renewal retention year on year. Travelled extensively to various countries attending leading insurance conferences & has a wanderlust bug, is a movie buff, and loves to cook! Within the insurance community he has a distinct identity for organising knowledge sharing events & preparing innovate inputs to assist the peer group.

Veerendra is a highly experienced financial professional with 20 years in the industry. With a Commerce degree and a Postgraduate diploma in Mathematics, he possesses a deep understanding of Personal Finances and the Indian Economy. Veerendra holds certificates as an Investment Advisor Level 1 and Level 2, and is a CERTIFIED FINANCIAL PLANNER (CFP CM) from the prestigious Financial Planning Standards Board of the United States. 

Currently pursuing a Chartered Trust & Estate Planner certification, Veerendra specializes in guiding clients towards secure and high-yield financial instruments. His expertise in Mutual Funds, Fixed Deposits, NCDs, AIFs, and PMS ensures he adds significant value to clients' personal finances, offering continuous support in managing portfolios. Trust Veerendra to take care of your investment needs with security and sustained returns, providing peace of mind and a prosperous financial future.