An MBA by qualification, with a diploma in Information Technology from GLSIIT. An entrepreneur by profession and a Financial enthusiast by passion! Having extensive corporate experience of over 16 years solely focused on Financial services & Wealth management across asset classes. He is the second generation in financial markets. His core strengths have been advising and investing across asset classes.
She is a MBA in Finance & Marketing along with Certification in Financial Planning (CFPCM) from the FPSB Ltd. USA and has also done the Life Planning course from Kinder Institute of Life Planning, USA. Nisha is very passionate about personal finance space and possesses extensive experience in comprehensive Financial Planning, Investment Advisory, Retirement solutions, Tax Planning, Goals based investing, Estate Planning and Insurance Broking for over 14 years. She has also been actively conducting financial literacy workshops for various groups and corporates.
He is an Insurance expert and very passionate about recommending the right product to the clients as per his suitability.With 12+ years of experience under his belt he is the go to person at Promore for all types of insurance solutions and claims.
Bhoomi Thakkar holds a graduation degree in Commerce and has successfully completed CFP Level 1. With hands-on experience in portfolio management and client advisory, she plays a key role at Promore in helping clients make informed financial decisions. Specializing in mutual funds and personalized investment strategies, Bhoomi is passionate about guiding individuals toward long-term financial growth and stability.
With over 9 years of industry experience and a Commerce background, Janhavi is the backbone of Promore’s operations. As the Operations Manager, she ensures seamless execution of mutual fund backend processes, efficient office workflows, and exceptional client servicing. Her expertise in managing day-to-day operations and maintaining client satisfaction makes her an integral part of the Promore team.