Journey
While the team was active for the last few years, a formal organisational set up was established in the year 2022.
We aim to provide comprehensive investment solutions to our clients across various asset classes. We firmly believe that bespoke services tailored to unique financial goals of individuals and corporates are very important.
With great respect to all the entrepreneurs who continue on the very promising and challenging journey, we continue ours to help them achieve their goals.
vision
To be a preferred channel of the gen-z for all their financial needs
team
We are a group of gen-z finance professionals and ex-bankers with the common desire of sharing the potent combination of new age acumen & the acquired wisdom across different institutions, geographies, business environments with those who wish to succeed in investment solutions / wealth management.
Jayesh singh
CEO & Executive Director
Jayesh, an electronics engineer by qualification, is the new age expert for Investements, specialising in Small / Mid cap securities.
He is also responsible for the insurance advisory vertical.
Jeetendra jain
Director
Jeetendra Jain is an ex-banker with extensive experience in retail mortgages and asset-backed lending.
He has worked with leading mortgage players in the country, such as ICICI Bank, HDFC Sales, BHW Home Finance and Standard Chartered Bank, in various positions, over the last two decades.
In his previous role, he led the mortgage arm of Bajaj Finance Limited at their Mumbai office.
sagar agarwal
Director
Sagar is the founder and promoter of 'realtyclarity bizsol', a highly regarded Construction Finance intermediary in Mumbai.
Sagar, in his experience spanning over 20 years has worked with some leading financial institutions such as ICICI Bank and Federal Bank (NBFC)
upendra joshi
Director
A Graduate in Business Administration, Upendra has been a second generation entrepreneur, started his first company at the age of 21 which was into advertising. At the young age of 22, his venture, 2 Pi Communications LLP was one of the fastest growing creative agencies and was nominated in AFAQS award for their Ad Campaign for Maitree, a Government of Maharashtra Initiative to streamline government approvals required by foreign companies to invest in Maharashtra.
He has worked for various brands in different industries such as, Tata Realty, Runwal Group, Jindal Drugs, Cello, Future group, and played a key role in supporting startups with their communication strategy.
Upendra has also played a crucial role in the ‘SDF Holistic healthcare & Research center’ in outlining and executing their long term plans for expansion and profitability. The company is one of the pioneers in bringing modern ayurveda to the doorstep of people.
His new venture ‘Plantd Pharmaceutical’ plans to bring integrated healthcare systems to masses in an affordable way.