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Our Advisory Board
Archana H. Patel
Entrepreneur
With over 16 years of experience in the insurance field, she is a women entrepreneur who has established and is running the enterprise by keeping pace with today's business environment having the client’s satisfaction on priority.
Darshan M. Parekh
Director - Algo Group of Companies
Having more than 15 years of delta trading experience in Indian as well as world markets, he initially started delta trading and helped to use best-of-breed technologies to develop top-notch software products. He has been the driving force behind the development of options hedging software for traders and brokers.
Jignesh Madhwani
Businessman
In his 20 years of career, he has been awarded more than 200 times nationally and internationally by various Investment and Insurance companies. His best achievement by far is being awarded "Enterprise of the Year 2019" by Economic Times, Invitee to Berkshire Hathaway AGM to meet Warren Buffet, Weekly columnist at leading newspapers Sandesh and Divya Bhaskar, Trained more than 100 MDRT, COT, and TOT.
Pankaj Agarwal
Professional
Having a massive 25 years of experience he is holding the position of Head - Customer Acquisition in International Business at Mahindra Holidays & Resort India Limited.
Rajan Patel
Chartered Accountant
He is a founder of “Taxspert” with a mission to cover every tech-savvy to adopt online services being provided through Portal and App for Taxation and Financial Planning. He is having experience of more than 20 years in the field of Finance and Taxation as well as Auditing. His firm is headed by leading Chartered Accountants in Gujarat, India. His work is extended globally in countries like the USA, Australia, UAE, and the UK. We have launched Online Services.
Rajesh Ramesh Shah
Investment and Business Banking
He is a Chartered Accountant and a Finance professional for the last 30 years and is currently in the Investment and Business Banking sector. He is also a BFSI board member of ICAI and an Alpha President of the Rotary Club of Mumbai Parleshwar for 2022-23. Furthermore, he has won three IFCR cricket Tournament of Rotary international as Sports Chairman.
Ravindra L. Jagasia
Financial Advisor, COT, MDRT
He is the one who is continuously guiding how, where, and when to invest. In his 22 years of career as a financial advisor, he has guided and helped many to achieve financial goals with his wholesome financial plan and individual investments plan.
Vijay Joshi
Employment
In his 26 years of a successful career in Business Development on multiple domains, He has built long-standing and successful relationships with key clients. He is a business acumen with strong analytical and problem-solving skills.
Jenish Patel
Businessman
An emerging businessman with utmost 18 years of experience in a variety of sectors. He was an Agency Leader at ICICI Prudential Life Insurance Company LTD for 10 years, and also directed a mining and metals company over a span of 5 years. With a Master’s Degree in Business Administration, he currently owns "Your Holiday Campus" a Tours and Travel Business in Surat, Gujarat.
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