Bharat has laid the foundation of Money Options and nurtured it over two decades. He has built the team from ground up and spearheaded the firm’s growth and operational strategies. His values of client stewardship and focus on long-term investment objectives have become espoused in the very DNA of Money Options.

He is a passionate investor with a deep understanding of the economic and business environment in India, built over 25 years. He has developed a robust style of investing which is complemented by a disciplined approach to researching financial instruments. His experience through multiple market cycles has enhanced his skill in identifying opportunities and risks comprehensively. He is a perpetual seeker of knowledge and loves nature.

Vandana co-founded Money Options in 1998 and has developed in-depth experience in quality, bias-free wealth management. She is skilled in developing trusting and mutually beneficial client relationships and maintaining them with fervor for years and years.

She is a hardworking financial planner committed to guiding her clients in mutual fund investments, reducing their tax exposure and paving their way to financial stability. Vandana is a firm believer in consistency in all aspects of work and life. She enjoys playing badminton and practicing yoga.