Meet the Team

Pankaj Goel

CEO- Asset and Wealth Management

He has more than a decade of experience involves investment avenues like Mutual fund, insurance, PMS & AIF etc. His expertise evolves around developing priorities for product advisory, proactive support & channel relationship, product requirement, business planning and organizational growth.

He has ample relationship and network in various parts of India.

He has worked with top financial companies specialized in different product line like HDFC AMC LTD., Kotak Mahindra Bank, DHFL Premerica Life Insurance and Karvy Capital Ltd.

He has done MBA in Marketing & Finance from ICFAI Business School and B.Tech from Kurukshetra University.