About Us

A Chartered Accountant with more than 20 years of post-qualification experience, He obtained bachelor’s degree in commerce from Sri Venkateshwara College, Delhi University followed by Chartered Accountant from Institute of Chartered Accountant of India. His keen areas of Interest are Personal and Behavioural Finance, and he likes to spread concept of Financials wellbeing. He is an avid reader and enjoys reading books across spectrum. He is a fitness enthusiast and actively participates in various sports and spiritual activities.

CFA from CFA Institute, USA, he is Portfolio Manager and researcher- turned entrepreneur after spending almost 20 years in fund management and equity research. With Post graduate degrees in Finance and Economics he has worked till 2020 as a key managing member of Accuracap PMS for almost 10 years and managed 1000+ Crores of corpus for super HNI clientele. He set up and managed both PMS and AIF divisions at Accuracap. He also worked for another 10 years with various financial institutions in Indian markets including an AMC in their fund management and equity research divisions.

  A Chartered accountant, Cost accountant and Company secretary with 30+ years of experience in multiple functions across the life cycle of a business. These functions include setting up of the finance function, managing stakeholders, fundraising, implementing business processes and managing legal/arbitration matters. A relationship-driven management approach has enabled the cultivation of strong relationships across the banking fraternity and corporates. Mr. Rustagi has served as Co-Chairman of International affairs of PHDCCI in 2018 and is currently the Co-Chairman of Environment Committee of PHDCCI.  

Dr. Amit Bagga is a qualified Chartered Accountant and Cost Accountant having a rich experience of more than 25 years. He is Ph.D. and Master’s in commerce from the University of Delhi.

His core Competency include Wealth Management, Risk Management, Investment Banking, Trade Finance, Forex, Derivatives, IFRS, Portfolio Advisory. He is a Visiting Professor at top notch Business Schools & Institutions for last more than 24 years including SP Jain, IMT, MDI, MFC (Delhi University), IIFT, FORE SCHOOL etc. He also has been regularly conducting Training sessions at various corporate including GMR, BNP Paribas, RBS, HSBC, SBI Mutual Fund, Hitachi, Bank of America, Pepsico, Britannia etc. to name a few.