Team
Our team, which includes enthusiastic professionals from various fields like accountants, engineers, and business graduates, is led by founders who were once NRIs (Non-Resident Indians). They bring extensive knowledge in wealth management to ensure we provide the best solutions for you.
Vision
We’re a group of professionals who love helping people save money for the future and plan for retirement. Our job is to teach everyone about different ways to manage money based on what’s comfortable for them. We want to help you with your investments and give advice to individuals and families to help them grow.
Mentors and Team
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Aaron Hyde
Co-founder and CEO
Warren Chae
Co-founder and CTO
Phoenix Baker
Chief of Staff
Phoenix Baker
Chief of Staff
A strong network of Partners
