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Sr. No Name Qualifications Current Designation Experience  View Profile
1 Pankaj Mathpal
  • CERTIFIED FINANCIAL PLANNERCM
  • Post Graduate Degree in Management
Managing Director, Optima Money Managers Pvt. Ltd. 17 years of work experience in Marketing, Financial Planning & Education View Profile
2 Poonam Rungta
  • CERTIFIED FINANCIAL PLANNERCM

  • ·    Bachelors in Commerce (B.Com.)

  • ·    IRDA Certified for Life as well as General Insurance

  • AMFI certified
Director-Training - LJ Business School 11 years- Investment Advisory & Financial Planning View Profile
3 Pooja Bhinde
  • CERTIFIED FINANCIAL PLANNERCM

  • ·          Post Graduate Degree in Accounting

  • Bachelors in Commerce (B.Com.)

  •        2 years specialization in Tax Planning & Procedures

  •    Certified in BSE capital Markets

  • AMFI Certified
Business Development-Training – LJ Business School 4 years- Financial Planning
4

Arvind Rao

  • ·         Chartered Accountant (C.A)

  • CERTIFIED FINANCIAL PLANNER CM

  • ·         Chartered Financial Manager

  • Special expertise in strategic financial planning & tax planning
Founder & Chief Planner – Dreamz Infinite Financial Planners

6 years of experience in Financial services.

Visiting Faculty with the leading Education Providers.

View Profile
5 Naveen Fernandes
  • NCFM Certified for Derivatives, Mutual Funds, Capital Markets, Currency Futures.
  • Bachelors in Commerce (B.Com.)
  • CERTIFIED FINANCIAL PLANNERCM

Vice President - Fund Management - NDPMS at Centrum Broking Pvt. Ltd., Mumbai.  

 27 years of work experience in Financial services & Capital Market Industry. View Profile
6 Dipti Bhate
  • CERTIFIED FINANCIAL PLANNERCM

  • ·         Chartered Accountant (C.A)

Has worked As Executive Taxation with M/S. Chaturvedi & Shah – Chartered Accountants,

Also,Associated as Assistant Manager with PricewaterhouseCoopers (PwC India)		 5 years – Executive Taxation & Training View Profile
7 Arnik Shah
  • CERTIFIED FINANCIAL PLANNERCM

  • ·         Currently Pursuing Post Graduate Diploma in Securities Law (PGDSL) from Government Law College, Mumbai. 

  • ·         MBA in Finance

  • Post Graduate Degree
  • NCFM certification in Equity, Derivatives, Commodities, Currency & Mutual Fund.
 Working in the Financial Planning Department with ICICI Securities Ltd 7 years- Financial services industry View Profile
Pankaj Mathpal

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