Team

Atulesh Jain

Mr. Atulesh Jain

President-Strategy & Planning

Atulesh is responsible for providing direction and leadership towards the achievement of the organization’s philosophy, mission, vision, and strategic goals and objectives. He has more than two decades of rich experience in the financial services industry. His prior engagements were with Bajaj Capital and SPA Capital.


Abhisar Wahi

Mr. Abhisar Wahi

Vice President-Wealth Management

Abhisar has experience with more than a decade is responsible for developing & implementing new sales & marketing strategies, supervising regional teams, coordinating with public relations team, and giving active inputs to the product development team.


Dipti Jain

Ms. Dipti Jain

Vice President-Investment Solution

She is an accomplished professional with 16+ years of experience in distributing Protection and Risk management products. She excels in identifying and mitigating risks, and providing customized solutions for individuals and groups. With strong leadership skills, Dipti ensures successful outcomes and excellent customer service, making her a highly capable industry expert.


Deepika Devgan

Ms. Deepika Devgan

Manager-Client Experience

We take pride in the way we support our clients, and Deepika is responsible for this with her never-ending flow of energy. She is behind many of our support initiatives that have helped us stay ahead of the game. As they say "customer support is the backbone of any business".