We are Goa based financial services firm, formed by 3 partners Raghavendra Totekar, Raul Almeida and Mohit Valvaikar, having a combined professional experience of 35 years in the financial services space. We aim to have the best combination of personalized investor services with a robust and secured digital portal to manage and monitor the client’s portfolio
“Our motto is to put the Client First! We seek to understand the client’s goals and risk profile first and customize our advice accordingly.”
Our Areas of expertise include:-
- ● Financial Planning
- ● Wealth Management
- ● Liability Management
- ● Risk Management
- ● Estate Planning
Partner Name
Raghavendra Totekar-Managing Partner-Products
- Experience of 15 years in financial services Industry
- Worked at various position with DSP Black Rock Mutual fund in Goa and Mangalore
- Previous assignment was Branch Head & Business Head – Invesco Mutual Fund Goa State
Raul Almeida, CFA(icfai) - Managing Partner - Advisory
- Experience of 15 years in financial services Industry
- Worked as senior Relationship Manager at ICICI Securities in their Private Wealth Management Division.
- Also worked with Kotak Securities & Allegro Capital Advisors.
- Completed CFA from ICFAI University and is currently a CFA level 2 Candidate with CFA institute, USA.
Mohit Valvaikar-Managing Partner- Equity
- Experience of 5years in financial services and stock broking Industry.
- Worked with Zerodha Broking Ltd as Assistant Manager Level 1 in Customer Support.
- Also worked with Caculo Financial services as Investment Manager and Shivranjani Securities Pvt Ltd as Equity Dealer.