Mahendra is the Managing Director at “Wealth Insight”. A Chartered Accountant, Company Secretary, LLB by qualification, he is aptly named as Investment & Insurance guru by the concerned. An ardent and well sought after speaker of the domain, he is well-connected professional in elite organizations like ICAI, TiE, Jaycees and Rotary. He brings in his rich experience spread across decades & specializes in Life planning & not just Financial planning. He has been a regular member of MDRT (USA) as Court of the Table and Corporate Club, the highest recognized group of top agents at LIC of India and featured amongst top performers in the country.
Ajay joined the board as Director in Jan’2020 & leads Mutual Fund domain at “Wealth Insight”. A PGDBM-Finance professional, his expertise includes Analyzing Portfolio’s, Asset classes, Risk management & Asset Allocation strategies. Having worked into financial services industry for more than a decade with firms like ICICI Prudential Asset Management & HSBC Bank, he has watched financial markets very closely & understands minute aspects of Behavioral Finance, Equity & Debt markets & Trends of the economy. A sought after person in the fraternity, his key strengths are objection handling, analytical skillset & strong inter personal skills.
Nisha is associated as a Director & has been the backbone of day to day affairs at “Wealth Insight”. Being the Head of General Insurance, HR & Customer Service, her interpersonal skills, personnel management, keen eye on details has helped us in maintaining a superior client experience in terms of service & standards. She has been highly recognized in social circles with a lady of an astute smile & superb relationship management. Been associated from more than 15 years she has been instrumental in building strong processes & standards which are followed in principle & practice.
CA Suren Duragkar (BCOM, FCA, LLB)
Suren is associated as a Director at "Wealth Insight". A fellow member of ICAI,New Delhi, he is immediate past Chairman of Nagpur Branch of ICAI. One of the eminent personality in Central India's business enviornment, he is known for his skill of efficiently handling client's matters & providing them with solutions with respect to their Taxation & Audits. Humble in nature & having sharp insight in his profession, he has earned various awards & accolades. His key areas of strength are Audit, Taxation, Corporate Services, Business policy formation & Project Finance.