Established in 1988 my late mother Meenu Goenka played a pivotal role in establishing herself as a leader in a challenging environment. With Vision, determination and a deep knowledge of the insurance industry she navigated through numerous obstacles to lay the foundation of our insurance and investment advisory firm with a focus on estate planning and tax savings for individuals and corporates
As a second-generation entrepreneur, I joined our family business with a vision to expand and diversify our offerings to meet the evolving needs of our customers. Building upon the strong foundation laid by the previous generation, I spearheaded the development of parallel business lines in health, general insurance, and mutual funds. Recognizing the importance of staying relevant in a dynamic market landscape, I led initiatives to identify new opportunities and capitalize on emerging trends in these sectors. Through strategic partnerships and a customer-centric approach, we successfully diversified our portfolio, providing comprehensive solutions to our clients while further solidifying our position as a trusted financial services provider. My commitment to driving growth and innovation has not only expanded our business but has also enriched our legacy, ensuring continued relevance and success in an ever-changing industry.
Ruchi Mehra
With over two decades of experience, we currently serve over 500 families, with the majority remaining loyal since our inception. They’ve evolved from clients to family, a testament to our values of honesty, integrity, and transparency. Our foundation of knowledge, experience, and goodwill enables us to expertly manage their financial well-being and tailor solutions to meet their individual needs and expectations.
Our key USP in sales and services lies in our unwavering commitment to personalized solutions, seamless experiences, and relentless customer satisfaction. We prioritize understanding our clients’ unique needs, delivering tailored solutions, and providing exceptional support every step of the way, setting us apart as a trusted partner in achieving their goals.
Our Expert Team
Our investment experts constantly evaluate the best ways to put your money to work. Our portfolios are completely liquid, and you can access your money at any time. This is what sets us apart from the competition.
John Harris
CEO and Board Member
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Melanie Saunders
Head of Investment
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Bernard Crotty
Tax Advice
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