N K Kothari
Director
N K Kothari is the founder of N K Kothari wealth consultants, with over 20 years of experience in equity market as an investor before he founded this organization for research oriented consultancy services. He is a (Certified Financial Planner) and CPFA (Certified Personal Financial Advisor) by  qualification, he  took on to equity  investing  early in his career & credits

much of his financial freedom to the power of equity investing. Since 2007 he has been pioneering consultancy work in the area of wealth management.

He draws his inspiration from the legendary Warren Buffet, Peter Lynch and Benjamin Graham. He studied their investment styles extensively to gather knowledge and insight into various financial aspects. He believes that learning at every stage would be critical for attaining and retaining leadership in the consultancy arena.

His professional and organized approach, emphasis on honesty and integrity makes him a highly respected figure in the field of wealth consultancy. He has been very active socially as well. He is an active member of various social groups, to name a few of them - Jaipur Club, Jai Club, Rotary Club- Jaipur South, Art of living etc.

    
Prashant Rathi
Director

Prashant is a Post Graduate in Management, (Certified Financial Planner) and a CFA (Chartered Financial Analyst). He has 11 years of experience in financial services industry.

He started his career as a management trainee with Tata Finance in Mumbai and has had over 11 years of extensive experience in this field now. He has also worked with HDFC bank. His last assignment was with Max New York Life as an Associate Vice President based out of Rajasthan.

Prashant has had a distinguished career in his corporate assignments. He was chosen as one of the top 10 managers for training the internal sales team of HDFC Bank. He had amongst the fastest growth trajectories in Max New York Life with 5 promotions in 6 and a half years winning a lot of awards on the national level for all round performance.

Prashant's professional experience and approach empowers the clients to make confident decisions. He enjoys interacting with new people and enjoys drawing up financial roadmaps to help them. He is a voracious reader and spends a lot of time and effort in research work required to deliver high class solutions to the clients.


Shilpi Bansal
Director
Shilpi is a PGDBA (Finance) from NMIMS, Mumbai and a Certified Financial Planner (CFPCM). She has a rich exposure of 18 years working with marquee brands in banking space including Exim Bank,

HDFC Bank, and Citibank NA. Her last assignment was as an Associate Vice President with Citibank heading their retail banking for Jaipur. She has numerous awards in her previous roles to her credit. She carries a rich experience of process design and development along with excellent client servicing skills.