Our Team

Meet our dedicated professionals committed to providing exceptional wealth management services tailored to your financial goals.

Reema Contractor

Director

With a professional expertise in financial planning and analysis, I create, scale and optimise portfolios that matter. Financial planning is an ongoing process with helping you define your dreams, developing a plan to help you get there, then tracking your progress with honest and extensive expertise. With a heart of financial analyst helps me determine the best use of resources to achieve business objectives, Understand and facilitate the integration of business processes. With various executive positions in my financial career I help assist individual, families, and businesses to help achieve their financial objectives. Expertise include Financial Planning & Analysis, Portfolio Management, Protection Planning through Insurance, Estate Planning through retirement accumulation & distribution.

Kapil Bhardwaj

Director

A professional with a passion for finance has demonstrated success with developing and executing plans in complex financial regulated structures. With a rich experience of 15yrs in banks and various financial institutes has self-directed him into forming a Family Investment Boutique. With a Comprehensive background into global banking has been recognised with maximising performance by implementing appropriate financial strategies through analysis of details to gain understanding of competitive position, emerging issues, trends and relationships. As a composite service also provides Real Estate Aggregations and Investment. Expertise include developing robust global financial analysis and strategies, Creative business opportunities, Diversified portfolio management.