Our Vision
“To help our clients attain Financial Nirvana, through a well-defined process of Goals-Based Financial Planning, that guides them in fulfilling their financial goals on time at various stages of life.”
Our Team
Peddareddy Rajasekhar
Founder & Managing Director
Mr. Peddareddy Rajasekhar is the Founder & Managing Director of the company. Prior to starting this company in 2008, he had over 16 years’ experience in cellular telecommunications sector in the roles of technology development & business management. Significant part of this experience has been gained from living in Singapore and working regionally across South East Asia. Leveraging his professional experience in business management and personal experience in investing in stocks and mutual funds, he has started up this company to provide professional services to people in managing their personal finances. He has M.Tech (Master of Technology) from Indian Institute of Technology, Mumbai; PGDFA (Post Graduate Diploma in Financial Advising) from Indian Institute of Banking and Finance, Mumbai and CERTIFIED FINANCIAL PLANNERCM from Financial Planning Standards Board Limited, U.S.A.
Manjunath Bandi
Co-Founder and Executive Director
Mr. Manjunath Bandi is the Co-Founder and Executive Director in the company. Prior to joining this company in 2010, he had over 20 years of experience in Technology and Business Management in telecommunications industry gained by working in India and Singapore. Manjunath has B.E (Bachelor of Engineering) from University of Mysore, PGDFA (Post Graduate Diploma in Financial Advising) from Indian Institute of Banking and Finance, Mumbai and CERTIFIED FINANCIAL PLANNERCM from Financial Planning Standards Board (FPSB) Limited, U.S.A.
Anand Katrapati
Head-Client Support
Mr. Anand Katrapati is the Head-Client Support in the company. Prior to joining this company in 2021, he was associated with stock broking firm Angel Broking Ltd for over 5 years and comes with sound knowledge in stock markets, mutual funds and insurance products. Before entering into financial services industry, he has over 20 years of experience in Electrical Technology and Business Development gained by working in various Multi-National Companies in India and Middle East. He has B. Tech (Bachelor of Technology) from Nagarjuna University and CERTIFIED FINANCIAL PLANNERCM from Financial Planning Standards Board Limited, U.S.A.
Naresh Anumolu
Senior Associate
Mr. Naresh Anumolu is a Senior Associate in the company. Prior to joining this company in 2017, he had over two years of teaching experience in personal finance education programs. He has B. Com (Bachelor of Commerce) from Nagarjuna University and CERTIFIED FINANCIAL PLANNERCM from Financial Planning Standards Board Limited, U.S.A.