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Sushil has 22 years+ experience of Consultancy in Personal Financial Planning & Family office, Investment Advisory and Wealth Management, Insurance Advisory and Risk Management, Income Tax Advisory and Tax Planning. He provides highly customised investment advisory services to owners of small & medium scale enterprises and HNIs for getting them the desired returns on their investment portfolio, based on their appetite for risk. He normally likes to steer clear of investment options with higher levels of inherent risk and prefers to work in the environment of controlled risk. A critical part of his approach is to keep the expectations of his clients reasonably grounded and yet fairly optimistic. He also advises on matters related with insurance needs.

Before turning towards consulting, Sushil had a long & rewarding stint within the corporate world, the most prolific stint being the one with Bajaj Capital Limited for more than 18 years. He is Bachelor of Commerce (Hons.) and has Management Accounting and Taxation degree. He is a Master Of Business Administration, Certified Financial Planner, Fellow (Life & Non Life) from Insurance Institute of India, Member of Indian Institute of Banking and Finance and Income Tax Bar Association Delhi. & Rajasthan. He regularly appears on Zee Business News to share precious nuggets of information for common man’s investing needs and can be identified in Google by searching on “Sushil Jain, Money Guru”.

His vision is to help families to become financial independent from generations to generations. He is an expert in providing guidance over Creating wealth, protecting it and generating wealth from wealth. He helps families/individuals in maintaining, growing and transferring wealth to next generations. He believes in working with the clients in chasing Client’s dreams and goals by taking care of each and every penny of clients so as to secure client’s present and future.

Pratibha has a professional experience of 16 years, of which last 12 years in the field of Financial and Management Consultancy. She is an expert in Process Management & Business Development, Portfolio Management & Investment advisory, Risk Management & Insurance Planning, Income Tax & Estate Planning including Will Preparation.

She is a graduate of SMC college, AAU, Anand and has done her post-graduation in Total Quality management. She is an MBA from IMT, Ghaziabad. She has Certifications with the National Institute of Securities Market (NISM) and Direct Life & General Insurance Broker and Licentiate certification from the Indian Institute of Insurance (III). She is an ISO 9001, 14000 expert.

Her strategic thinking and clear approach help clients to optimize their operational and business potential creating an enduring relationship with clients. She is passionate about people and being involved in assisting them achieves their goals and objectives.

He is in practice for the past 21 years and has pursued his professional goals in an active manner while simultaneously working on social platforms as well. He has deep knowledge of departmental working at lower level up to the appellate level. He has varied experience in all areas of Audit, Taxation (Direct and Indirect), Company Law Matters, Management Consultancy and Information System Audit. Work with clientele includes Companies (large and medium sized), Firms, Banks, Trusts, Societies, Charitable and Educational institutions besides HNI's.

Chandni has 6 years of experience in Income Tax E- Filing and related Tax Advisory Services. She provides efficient tax-saving ideas. She is a proficient Accounts and Finance Manager of a company handling accounts and finance of a pharmaceutical company. She also does Project Finances, makes project reports, and CMA Data, for you to take a bank loan efficiently for meeting your long-term and short-term business needs.

She is a semi-qualified CA, a Master of Commerce degree holder currently working in a Pharmaceutical company as a Tax Compliance and Finance manager holding all the statutory compliances of the company and handling all finances of the company.

Her vision is to help the people in filing their income tax returns and help them in tax planning for a year for maximum utilization of law and meeting compliances smoothly and easily.

Awards and Membership: Member of Supreme Court Bar Association, Delhi High Court Bar Association, New Delhi Bar Association

With More than 10 years of diverse experience in all areas of Audit, Taxation (Direct and Indirect), Company Law Matters, Management Consultancy. He is also well versed in implementation of accounting softwares, training of both onsite and offsite teams of people looking after accounting and managing modules till finalisation of books of accounts. Work with clientele that includes Companies (large and medium sized), Firms, Banks, Trusts, Societies, Charitable and Educational institutions besides HNI's.