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Meet Our Team

Arvind A. Rao

Founder

Arvind is a Chartered Accountant, CFP certificant and a SEBI Registered Investment Advisor. He has been actively engaged in the field of tax advisory and financial planning services for more than a decade now. He has been helping people structure their finances and spreading financial literacy all round. His previous corporate experience with UTI Asset Management Company and Deloitte Haskins & Sells also helps him advise businesses in relation to their finances and transaction structuring.

Arvind’s column for “Money Sense” with DNA Money appearing on Tuesdays has been very well received by readers.  He also writes for the Sunday Business Standard on personal finance topics. His articles on various pertinent financial issues have featured in Mumbai Mirror, ET Wealth, Mint, Hindustan Times, Mid-day, Indian Express etc.

Arvind has also shared his ideas for various periodicals like The Week (Malayala Manorama Group); Outlook Money, Money Today, Financial Planning Journal; Good Housekeeping; Money Today; Mail Today.

He has helped individuals on the Personal Finance Show ‘BQ Opinion’ on the leading Web TV network Bloombergquint.com and also appeared for interviews on ET Now and Bloomberg UTV in the past.

He has co-authored the Certified Personal Finance Advisor courseware for the NISM certification and a compilation ‘Taxation of Ex-patriates’ issued by International Taxation Committee, ICAI.

His passion for spreading financial literacy and improving financial habits has led him to deliver financial workshops for various corporates ranging from Cipla Limited, TATA Motors Limited, IDBI Bank, Indian Oil Corporation, General Insurance Corporation, to name a few.

Vikram Yadav

Assistant Manager

Vikram is a B.Com graduate and a Chartered Accountant by qualification. He has 3+ years of post-qualification experience and has worked with our firm for the same number of years. He has worked extensively on income tax matters and helps our clients in tax planning and tax compliances.

Aarti Bhambri

Assistant Manager

Aarti is a B.Com graduate and has cleared her LLB. On the back of her rich work experience of 3+ years, she helps in the operations of the firm and manages execution of the strategies for clients. She is also in charge of the client- co-ordinations and helps our clients to keep track of their actionable by ensuring that tasks are not only completed but also on time.