Our core purpose is to counsel individuals to understand their relationship with money and help them find a new meaning to the way they view their life and the role of money in that context.
Our secondary purpose is to conduct Financial awareness through Well-Being programmes for Corporates to help their members succeed on a personal front as well.
Risk Management is the center piece of any financial advice and we ensure that we don't compromise on educating the client of the Risks involved in a certain approach they choose. We adopt goal based investment approach inherits the risk mitigation by having right asset allocation. We refrain from the flavor of the market type of decision making. Through investor education and graduating them to understand the 'Why so' behind the decision goes a long way in creating a win-win approach with a sustainable wealth creation for the client and equally sustainable investor-advisor relationship.
Our team is comprised of people with different kinds of finance experience, but we all have this in common--a commitment to ethics and integrity. We’re all fully licensed and credentialed. And you can count on unbiased recommendations and impartial guidance.
Kamlesh began his investment career in 2007 as a Relationship Manager with HDFC Bank. He left HDFC Bank in 2010 and started his career as an Investment Advisor in ICICI Bank Wealth Management. Later on in ICICI bank as well as in Kotak Mahindra Bank he has worked as Branch Manager. He and Gajendra Founded AGM Fincon in April 2017.
Jennifer began her investment career in June, 2000 as a planner with ACME Investments. She left ACME in 2005 and became an agent with Worker's Group. She’s been at Goodman & Partners since 2010. She hikes in her spare time.
Sign up to hear from us.
It is never too early to get started on your investment plans. Tell us more about your goals, and we will get you started on a plan to achieve them.
Monday - Friday: 9am - 5pm
Saturday - Sunday: By appointment