Meet Our Planners

Arun Kumar, CFP^CM

V.S. Arun Kumar is a Certified Financial Planner and AMFI (Association of Mutual Funds in India) certified. His expertise in research and analysis followed by the technological support is the back bone for the basis of financial advice. He has prior experience in auditing, taxation and Financial Planning services. His articles are frequently published in various newspapers.

Jai Adiani, CFP^CM

Jai Adiani CFP^CM, with several years of experience in financial services industry. He was previously working with leading broking firms. He has cleared several NCFM modules & is also AMFI Certified. His previous experience has been mainly in broking where he has lead a team of RM’s in Equity sales & Relationship Management. His expertise is in Technical Analysis, Portfolio Management, Investment Advisory, Wealth Management & Business Development.

Kalpesh Panchal, CFP^CM

Kalpesh Panchal is a Certified Financial Planner by profession and practices Financial Planning at Sykes & Ray Financial Planners, a division of Sykes & Ray Equities. Apart from developing Financial Plans and guiding clients meet their Financial Goals; he keeps interest in research & analysis of various financial products.

Sadique Neelgund, CFP^CM

Sadique Neelgund, CFP^CM as the Business Head of Sykes & Ray Financial Planners leads the team of Certified Financial Planners, Relationship Managers and Support Team. Apart from day-to-day running of business, he is in-charge of establishing operational excellence at par with global standards, coach Financial Planners for professional success and drive marketing & financial literacy initiatives of the company.

Suraj Kapur, CFP^CM

Suraj Kapur is a Certified Financial Planner and has a Masters in Computer Engineering from WPI, Massachusetts. He is working as Senior Manager with SRE Financial Planners where apart from being Financial Planner he is also responsible strategy development and financial literacy campaigns. Mr. Kapur is also an academician and a leading tutor at Financial Planning Academy for CFP Certification Education Program. He has authored many articles for magazines and financial portals and is also takes up speaking assignments for Financial Planning literacy campaigns by SRE Financial Planners.

Sykes & Ray Financial Planners - Financial Planning, Insurance, Investment, Retirement, Tax, Life's Goals & Dreams - Mumbai - India