Purpose

Our purpose is clear: To create unprecedented value and opportunity for financial advisors by leveraging power of technology, expertise, and insightful information to help them improve their prospect’s and customer’s financial life profoundly at every stage of their life and take their relationship to next level.

We know what advisors want and what their clients need. Our solutions are built to help you both reach your goals. Together, we would shape a better financial future for as many people as possible with best possible financial advice.

Mission

Our mission is to empower financial advisors with cutting-edge technological innovations, best of the breed tools, and insightful information to help them improve financial lives of as many people as possible in an ever changing, always connected and on the move world.

We are here to positively transform financial advisory business by integrating power of human intelligence, power of futuristic technology, and power of insightful information to build capabilities that enable financial advisors to achieve sustainable advantage and offer their prospects and customers best-in-class solutions and experiences.

And, while doing all these, we want to keep things simply effective and stunningly beautiful.

Vision

To be the most preferred partner of financial advisors by providing them top quality, easy to use, intuitive, and cost-effective software and information solutions that will help them help their customers in best possible manner and realize their full potential.

In pursuit of excellence and long-term relationship based on mutual trust, we commit to be best in terms of customer value, customer service, continuous innovation, performance, and talent.

Core Values

CUSTOMER-CENTRICITY

Customer value, trust, service, and customer delight will always be at the core of whatever we do.

The customer’s perception is your reality. (Kate Zabriskie)
PERFORMANCE

There is no power like power of performance. We like to test the limits of what is possible and what we are capable of.

We believe in performance driven culture where there is a very healthy respect for desired quality results on time.
PASSION

Passion is like the soul is to the body. Passion creates energy and enthusiasm.

Your work is going to fill a large part of your life … the only way to do great work is to love what you do. (Steve Jobs)
ATTITUDE

Never-say-die spirit describes people or teams that just don't quit before success.

Your attitude will determine your altitude. (Zig Ziglar)
CREATIVE THINKING & INNOVATION

Think creatively to solve problems, to design better, to convert challenges into opportunities.

We cannot solve our problems with the same thinking we used when we created them. (Albert Einstein)
SIMPLY EFFECTIVE, STUNNINGLY BEAUTIFUL

Keep it simple, keep it beautiful, keep it intuitive.

Design can be art. Design can be Aesthetics. Design is so simple that’s why it is so complicated. (Paul Rand)
PURSUIT OF EXCELLENCE

The secret of joy in work is contained in one word - excellence. To know how to do something well is to enjoy it. (Pearl S. Buck)

Quality consciousness is a way of life to be lived every day, every time.
ATTENTION TO DETAILS

The difference between something good and something great is attention to details. (Charles Swindoll)

It’s always the small pieces which make the big picture.
INTEGRITY

Integrity is doing the right thing. Even when no one is watching. (C. S. Lewis)

You are what you do. Not what you say you’ll do. (C. G. Jung)
LOYALTY

Loyalty and intelligence make an outstanding combination.

Loyalty has its own unmatched rewards and returns but then it takes character, patience, and perseverance.

Management Team

Satish Mishra

Satish Mishra

Chief Executive Officer

Driven by ideas and imagination, he is contagiously enthusiastic. His areas of interest are strategy development, design, creative communication and disruptive innovation.

Satish has several years of experience in the field of Financial Services. He holds a Master’s Degree in Business Management from BIT, Mesra. He had a very successful stint in diverse areas of Sales and Marketing. He firmly believes in consistent, purpose driven passionate performance.

His punchline is: “Action speaks louder than words. Results speak loudest.”

Milind Choudhari

Milind Choudhari

Chief Marketing Officer

Milind has more than 25 years of experience in delivering Projects and Information Technology initiatives across Life Insurance and Financial Services in India, South East Asia and North America.

Earlier, Milind held various leadership positions like Head of IT, Group Project Manager with various Insurance and IT organizations.

Milind holds BSC (Maths), MBA, MS (Psychotherapy) and PHD in Psychotherapy. He also holds technical qualifications FLMI Level 1 from LOMA (USA).

Hemant Shah

Hemant Shah

Chief Technology Officer

Hemant has over 25 years of consulting experience in business transformation, enterprise architecture, information architecture and technology consulting.

His varied experience spans the domains of insurance, telecom, travel, finance and education. He has an engaging interest in data analytics, strategic outsourcing processes and standards compliance.

Dr Shashidharan K Kutty

Dr Shashidharan K Kutty

Content Guide

Dr Shashidaran K Kutty holds a rare PHD in Life Insurance Fundamentals. He is associated with Insurance Institute of India as a Consultant. His experience with leading insurance companies and business schools has given him the unique perspective to publish two great books, "Managing Life Insurance" and "The Barefoot Wealth Manager".

He has developed courses for licensing of Life Insurance and General Insurance agents, and mentored hundreds of students. He has also authorised several papers at national and international platforms.

Rupali Singh

Rupali Singh

Manager-HR

A Talent Aquisition and Human Development who is into Creating a Vibrant and Productive Workplace.She loves working with teams to transform our culture into a diverse, focused and performance-oriented environment where committed people thrive and love what they do.

Intelligent and Intuitive, she is focused on empowering employees to do more and be more.