Who We Are
Our founder, Rachna Koppikar is on a mission to use her expertise to spread awareness and enable individuals to attain financial independence through smart investing.
She brings with her almost two decades of experience in mutual fund and insurance analysis.
What our clients say about us
What our clients say about us
“We have managed to create a sizable investment corpus with Rachna’s right guidance”
Pankaj & Chandni Kapoor, Working Professionals, Chandigarh
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“Rachna was my go-to person for any kind of doubts I had regarding my financial matters”
Dr Sujata Acharya, Physiotherapist and Founder, Moving Miles Physiotherapy Clinic, Thane
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“Thank you so much Rachna for giving me the confidence and helping me understand how to invest for my future needs”
Belinda Mendes, Professional Baker, Thane
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“Ms Rachna Koppikar conducted a very interesting seminar on savings, investments, and managing our finances in November 2021”
Saleha Shaikh, Founder and Head, of MUI Women's Wing, The Maritime Union Of India
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