About Us

To be financially fit is essentially achieving financial independence – a key pillar that allows us to achieve our goals. Be it buying our first house, planning for our children’s education, saving for retirement – these are just some of the goals for which it is never too late to start planning early.

We believe we must look after our financial fitness through a proper regimen of regular savings, proper planning and disciplined investing just as well as we look after our physical and mental health.

With over 50 successful years in the industry, our team of financial advisers have gained significant cutting edge insights in financial planning, investment, insurance and taxes. We will work with you – at absolutely no cost - in identifying your risk profile and help you achieve your goals. We will customize your portfolio based on your needs and requirements and are available to answer any questions you may have any time of the day.

Our free online investing portal helps you invest in customized mutual fund portfolios at no cost and in an easy and transparent manner. Your personalized templates are delivered regularly to your mail and help you keep track the growth of your investment portfolio.

We wanted to leave you with a quote that has helped us immensely in achieving our financial fitness:

Do not save what is left after spending but spend what is left after saving.
- Warren Buffet

Kamal Jeet Gupta

Kamal Jeet Gupta

  • A Visionary Leader with 50 Years of Equity Market Expertise
  • Meet Mr. Kamal Jeet Gupta, a distinguished professional with 50 years of experience in Equity Markets.
  • Educated at BITS Pilani and IIM Ahmedabad, he is not only a seasoned expert but also a well-read scholar.
  • His legacy is defined by strategic acumen, global insight, and a commitment to continual learning.

Explore the journey of a visionary leader whose profound knowledge has left an indelible mark on the financial landscape.

Akshat Gupta

Akshat Gupta

  • A Strategic Leader with a Proven Track Record.
  • Discover the journey of Akshat Gupta, an accomplished professional with a stellar education from NIT Surat and MDI Gurgaon, two of India's premier institutes. With over 15 years of experience, Akshat has honed his skills in multinational banks such as American Express, Citi, and Credit Suisse.
  • A trailblazer in the financial sector, Akshat distinguishes himself through the strategic application of analytics, driving tangible results and creating alpha in portfolios. His commitment to excellence and wealth of experience position him as a leader who not only understands the complexities of the financial world but consistently delivers innovative solutions.
  • Join us in exploring the dynamic career of Akshat, a strategic thinker whose expertise and analytics-driven approach have shaped success in the competitive landscape of multinational banking.
Anubha Gupta

Anubha Gupta

  • With more than 10 years of experience in Parekh & Co. and Reliance Nippon Life Insurance, Anubha has in-dept knowledge of the Financial services Industry
  • IIM-Kolkata graduate in Business and Corporate Law
  • Expert on Wills, Trust and Estate Planning