Founder
With 24 years of expertise in the financial markets, Santosh Singha has established himself as a trusted Mutual Fund Distributor and Retirement Advisor, helping over 300 families achieve financial security.
He specializes in personalized investment strategies for wealth creation, retirement planning, and life milestones, focusing on long-term relationships rather than transactions.
His strength lies in simplifying complex financial concepts and providing practical, client-first guidance.
Co-Founder
With over 15 years of experience in the life insurance industry, Saswati Roy brings deep expertise in insurance training, sales strategy, and advisor development.
Having worked with leading insurers like ICICI Prudential Life and HDFC Life, she understands compliance, best practices, and customer-focused advisory models.
She has mentored hundreds of advisors, helping them build ethical, sustainable, and high-performing careers in financial services.
“We are dedicated to helping individuals and families plan and
achieve their financial goals through expert guidance,
personalized strategies, and a commitment to their long-term
success.”
Our Vision
“By 2030, We empower 1,000 families to achieve sustainable
wealth creation and financial well-being, ensuring a secure and
prosperous future for generations to come.”
We have tied up with WebClass.in, a Bengaluru-based online training and research institution in the field of Capital Markets. It is going to be a valuable aide to our family of investors and partners in getting interpretations and analyses about Capital Markets and Indian Economy. Visit Them At www.webclass.in