Meet Our Planners

Jai Adiani, CFP^CM

Jai Adiani CFP^CM, with several years of experience in financial services industry. He was previously working with leading broking firms. He has cleared several NCFM modules & is also AMFI Certified. His previous experience has been mainly in broking where he has lead a team of RM’s in Equity sales & Relationship Management. His expertise is in Technical Analysis, Portfolio Management, Investment Advisory, Wealth Management & Business Development.

Kalpesh Panchal, CFP^CM

Kalpesh Panchal is a Certified Financial Planner by profession and practices Financial Planning at Sykes & Ray Financial Planners, a division of Sykes & Ray Equities. Apart from developing Financial Plans and guiding clients meet their Financial Goals; he keeps interest in research & analysis of various financial products.

Sadique Neelgund, CFP^CM

Sadique Neelgund, CFP^CM as the Business Head of Sykes & Ray Financial Planners leads the team of Certified Financial Planners, Relationship Managers and Support Team. Apart from day-to-day running of business, he is in-charge of establishing operational excellence at par with global standards, coach Financial Planners for professional success and drive marketing & financial literacy initiatives of the company.

Sykes & Ray Financial Planners - Financial Planning, Insurance, Investment, Retirement, Tax, Life's Goals & Dreams - Mumbai - India