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Kashyap Patel

Kashyap Patel is a Certified Financial PlannerCM, Masters of Business Administration (MBA) and a science graduate. Worked with top Asset Management Company in likes of Axis AMC, DSP Investment Managers, ICICI AMC & ABSL AMC with overall experience of more than 15 years in the field of sales and distribution with various Asset Management Companies. He has also worked with tech firm for a year in to marketing.

Before founding the company in November 2018, he served as Area Manager in Axis Mutual Funds handling Surat and South Gujarat region with two branches in Surat and Vapi. He also conducted many Investor Education Programs and educated more the 10,000 investors in his career with 200+ Investor awareness programs.

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Paresh Topiwala

Paresh Topiwala is Certified Financial Goal Planner (CFGP) and has been in financial sector since last 20 years in the field of distribution of financial services. He started his career with Integrated Enterprise India Ltd for two years and in his last assignment he served as Gujarat & ROMG Head for Karvy Stock Broking Limited for 15 years. Under his leadership Karvy Gujarat & ROMG was consistent top performing region for more than 10 years. He carries expertise in advising clients to build a strong and safe investment portfolio to create long term wealth through Mutual Funds and Insurance. He has achieved one of the most prestigious recognition of MDRT / COT in Insurance Industry with 4 times MDRT 1 time COT with Tata AIA Life Insurance Co Ltd

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Shreyas Desai

Shreyas Desai is B.Com, LLB & MBA, He is Mutual Fund industry expert and an educator with overall experience of 18 years in Mutual Fund industry and 3 years in Banking and Financial sector, his expertise is Investor Education Program and B2B channel management. More than 20 years of experience in Mutual Fund & Banking Industry. Expertise in Investor Education, B2B channel management, B2C investor management. Before joining Infinity Financial Shreyas has worked at DSP Investment Managers, Lotus Mutual Fund, ABSL AMC , IIFL Distribution & HDFC MF. He has helped many Mutual Fund Advisors to build strong AUM and also build strong relationship with them by training and developing them to grow their Mutual Fund Business, At Infinity Financial Shreyas holds a key role in developing its Leadership role to develop B2B channel business in Tata AIA life Insurance Company Limited & developing retail MF business via B2C.

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