Wealth Yoga: Empowering Your Financial Asanas
The financial planning team at YealthYoga comprises exceptional individuals of the highest caliber, driven by motivation, innovation, and unwavering dedication. With a sharp focus on the future and a relentless commitment to customer satisfaction, we derive immense fulfillment from our clients' contentment, which often translates into spontaneous endorsements of our services. Our team's commitment to excellence is not just a standard, but a way of forging meaningful connections and cultivating a forward-looking, customer-centric ethos.
Arghya, the distinguished principal at YealthYoga, possesses a remarkably extensive and diverse spectrum of expertise. His academic journey commenced at IIT Delhi, where he earned an integrated M.Tech. in engineering, specializing in Mathematics and Computing. Early in his career, he harnessed his talents with a New York-based hedge fund, where he garnered invaluable insights into investment management, particularly in the realm of credit derivatives. A pivotal year at Moody's Analytics followed, honing his proficiency in structured derivative products. Notably, Arghya steered the helm of data analytics at AXA XL for over 11 years, amplifying his command over financial intricacies. He is a qualified Chartered Financial Analyst (CFA), his acumen in financial planning is rivaled only by his extensive grasp of investment strategies and taxation nuances. His fervor for investment and trading in derivatives is a testament to his enduring passion. Arghya epitomizes an unwavering commitment to financial excellence, continually enriching his multidimensional expertise for the benefit of YealthYoga's clientele.
Distinguished as a seasoned financial executive, Gautam possesses a comprehensive skill set spanning Finance, Accounting, Auditing, and Taxation. Proficient in directing Financial Planning, overseeing Budgetary Control, and facilitating the smooth amalgamation of acquired enterprises. His expertise extends to intricate M&A strategies and strategic business planning within a spectrum of industries, encompassing Information Services, ITES, Software Development, Distribution, and Airlines. He is holding prestigious qualifications as a CA and esteemed CPA charter holder from the American Institute of Certified Public Accountants. He is further distinguished as a registered valuer for Securities and Financial Assets. Additionally, he has attained advanced certification in IFRS Implementation and consultation, underscoring his commitment to excellence in financial leadership.
An enthusiast figure in Digital Transformation, Data Engineering, and Innovation Leadership, he boasts an enduring history of triumph in propelling innovation and surpassing business benchmarks. His fervent commitment revolves around aiding enterprises in constructing a cost-efficient, customer-centric, and resilient operational paradigm through meticulous optimization of their Operations and Technology. A remarkable fusion of change management finesse with analytical problem-solving and performance enhancement acumen enables him to bestow enduring and concrete outcomes. Currently advancing as a CFA Level 2 candidate and pursuing an MBA from ISB, he has further honed his expertise through a distinguished BABI (Business Analytics & Business Intelligence) program from Great Lakes.
Mohit is a master at handling complex tasks and turning them into practical results. He's specialized in Insurance Technology & Services and has more than 13 years of experience in areas like Software Development, Project Management, and Business Consulting, all focused on the ever-changing world of investments. With the title of a Certified Scrum Product Owner, he's a standout in orchestrating the coming together of Data Engineering and Analytics, woven into the world of investment quantitative analytics. Mohit's journey showcases his impressive mix of smart planning and technical skills, along with a strong commitment to pushing the boundaries of innovation in the investment field.