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    • Home
    • About Us
      • Our Company
      • Meet the team
    • Products
      • Mutual Funds
      • Insurance
    • Services
    • Contact Us
  • Home
  • About Us
    • Our Company
    • Meet the team
  • Products
    • Mutual Funds
    • Insurance
  • Services
  • Contact Us

Who We Are

R.P. Singh

  • Ex-PSU banker with comprehensive knowledge of retail investing products
  • Financial advisor since 2005 
  • Over 20 years of experience in Mutual Fund Distribution
  • Advising clients on financial planning and helping them achieve their financial goals 

Rajveer Kaur

  • Partner at P4 PlanUp Investment Services LLP  
  • Over 20 years of experience in Mutual Fund Distribution

Gurden Singh, QPFP®

  • QPFP® (Qualified Personal Finance Professional), MBA in Finance
  • Experience in the mutual fund distribution business
  • 4 Years of corporate experience with KPMG and CBRE in the field of valuations and financial modelling
  • Aiming to assist people in making smart financial choice and gaining financial literacy 

Anjali Sehrawat

  • MBA in Finance
  • Experience in the mutual fund distribution business
  • 4 Years of corporate experience with KPMG and Acuity in the field of investment banking, equity research and mergers & acquisitions
  • Aiming to spread financial literacy 

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