Mr. Neeraj Chauhan

Founder Member


A Certified Financial Planner with experience of over 23 years in financial services. He is coaching, guiding, counselling and helping people to deal with various personal financial issues, helping to setup plans which cover individual’s financial goals that results in healthy and happy fiscal life.

Helping people with tools, methods and guidance in evaluating their personal finances & also providing them a platform to see their state of finances over time and assess the impact of their today’s decisions on their future.
Working with clients over last two decades to evolve an integrated financial plan for their family. We develop an understanding of client’s current and expected lifestyle, expected milestones, dreams and aspirations and your ability and willingness to take on risks.

Life member MDRT
Member IFAA
Various Industry awards received over 23 years
Regular bytes in ET Wealth, TOI, Zee News etc.