Mr. Rohit Dev brings technical expertise and strategic foresight to the firm, holding a B.Tech in Computer Science and currently pursuing an Executive MBA from IIM Shillong. He is a Certified Financial Goal Planner (NSE), holds the CFA Investment Foundations certification, and is certified by NISM and IRDA, equipping him with strong knowledge of financial markets, risk management, and compliance requirements.

His expertise lies in risk management, client-focused portfolio structuring, and simplifying complex financial concepts so that investors can make informed and suitable choices. As CEO, he leads the firm’s strategic growth, operational excellence, and compliance discipline. Mr. Rohit ensures the organization is guided by the principles of ethics, transparency, and long-term client value creation.