The Team
Pradip C. Mehta
Chairman

He is a practicing chartered accountant and a Partner of M/S Mehta Kothari and Associates. He is in practice for the last 25 years and is instrumental in many acquisitions and fund raising exercises. He has been a tax planning advisor for several high net worth individuals and corporates.


Kumar Trivedi
Director

He is a practicing Advocate and is a partner with M/S Crawford Bayley & Company, a firm of Solicitors & Advocates. His Practice areas are corporate Law, Commercial Law, Labour and Employment, Business Law, Industrial Relations, Joint Ventures, Foreign Collaborations, Alternative Dispute Resolution, Litigation, Insurance Law, Consumer Law. He has advised and acted for various multinational and domestic corporate and Corporations.


Prashant Patel
Director

He is founder of Equest; a proprietary investment boutique based out of Mumbai. He specializes on several deep value strategies and themes. He has experience in research and fund management for over 12 years. Over the years he has researched and tracked hundreds of companies in Indian equity market. He has developed over years screening techniques to unearth value ideas from over 4000 traded companies in Indian equity markets.  


Dilip Gala
Director

He is a SEBI approved portfolio manager & is a director in Nipra Financial Services Private Limited (Portfolio Management Services). He is also a promoter/director of Anupam Stock Broking Private Limited, which is a member (Broking) of BSE. He successfully manages the wealth of several High net worth individuals since past 12 years.


Kunal Kothari
Director

He is a Director of Prithvi Commodity Broking Firm. Today Prithvi Broking has 35+ sub brokers. He has led many successful initiatives within the Prithvi group, one of them is incorporating Prithvi Currencies Pvt. Ltd in the year 2009 with the view to diversify. The company is spreading its roots far and wide. 


 
CALENDAR
Course Category Basic Course
Course Name CFA
Courses Code CFA (Chartered financial analyst)
Event Title CFA level 1
No. of Days Saturday & Sunday
Timing 2-5
Start Date 10/12/2011
End Date 12/03/2012
Course Category Basic Course
Course Name Challenge Status CFP Program
Courses Code Challenge Status programme of CFPCM
Event Title CFP through Challenge Status Mode
No. of Days Saturday & Sunday
Timing 2-5 & 11-2
Start Date 12/12/2011
End Date 12/04/2012
Course Category Basic Course
Course Name CFP Program (Distance Mode)
Courses Code CFP Program (Distance mode)
Event Title CFP through distance mode, cfp through correspondance mode
No. of Days 1 year
Timing 1 year
Start Date 27/10/2011
End Date 28/10/2012
Course Category Basic Course
Course Name CFP
Courses Code Orientation for Mutual fund agents for CFP course
Event Title Opportunities in Financial Planning for Mutual Fund Agents
No. of Days Saturday & Sunday
Timing 8 months
Start Date 10/01/2012
End Date 10/01/2012
Course Category Basic Course
Course Name CFP
Courses Code Regular Batch for CFP course
Event Title SCHEDULE OF DADAR BRANCH
No. of Days Saturday & Sunday
Timing 2-5 & 11-2
Start Date 09/04/2011
End Date 09/12/2011
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