Each Relationship Manager (RM) holds the CFP CM (Certified Financial Planner) certification, to be able to offer you clarity and objective recommendations throughout your journey towards your financial goals. They also hold the NISM-VA certification as required by AMFI regulations for mutual fund distributors.
Our RMs come from diverse backgrounds of being equity market specialists, engineers, MBAs, masters in nuclear physics, equity traders, to list a few. We learn from each other’s varied perspective, and use our collective knowledge to help you better.
The team continues to upgrade itself through additional certifications, seminars, research and reviews with fund managers. We also host monthly masterclass sessions with external industry specialists and in-house experts, to constantly strengthen our capabilities for you.
FOUNDER & CEO
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FOUNDER & CEO
Ravi has 20 years of experience in the financial and wealth management space, which he converts into wisdom and mentorship at Beyond Life. He is always happy to shares his valuable insights with both, the team and clients.
He is a Registered Financial Consultant with the International Association of Registered Financial Consultants (IARFC), and also holds CFPCM certification. He is instrumental in introducing a multi-disciplinary approach to financial planning at Beyond Life.
When taking a break, Ravi likes to practise his poker skills at tournaments, or listen to some of his favourite musicians like Dire Straits, Pink Floyd, and U2. He is also very passionate about art. His collection includes artists like Ramkumar, Souza, Laxma Goud, Rana, Viraj Naik, Prabhakar Kolte and some old sculptures from the Indian dynasties.
Contact: ravi@beyondlife.in
COO
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Nikhil brought strategic marketing and management insights for notable companies like Castrol, Tata-AIG, Birla Sun Life and Grindwell Norton across 18 years. In 2015, he took the plunge into entrepreneurship and partnered Ravi at Beyond Life. He specialises in customer insights and strategy, brand marketing, channel strategy, product management and people management.
Mechanical engineer-turned-MBA (Marketing), Nikhil honed his expertise in brand, customer management, clear articulation and team management skills over decades. He brings a well-rounded approach to growing the Beyond Life business portfolio.
Nikhil is an avid runner with half marathons under his belt. He likes to be in the company of non-fiction or Indian history books, or his favourite bands like Led Zeppelin, Dave Mathews Band, and Credence Clearwater Revival.
Contact: nikhil@beyondlife.in
Senior Partner-Client Relations
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Education: B.Com, CFA, CFPCM, CWM
Experience: 13 years in Investment Advisory, Financial Planning, Capital Markets
Interests: Foraging and hiking
Personal Approach: I make sure that our relationship with the client is based on the core principles of integrity and ethics, thereby reflecting our character on an individual level, and as a brand.
Contact: arzan@beyondlife.in
Senior Partner-Client Relations
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Education: M.Com, MBA in Finance from JBIMS, CFPCM
Experience: 15+years in personal finance & educating people
Interests: Playing cricket, singing, social service and adventure sports
Personal Approach: I believe that financial planning is not just about numbers and investments; it's about understanding individual goals, aspirations, and dreams. My passion lies in establishing long-term relationships with my clients, accompanying them on their financial journey and providing personalised strategies tailored to their unique circumstances.
Contact: arun@beyondlife.in
Senior Partner-Client Relations
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Education: BE Electronics, MBA in Finance, CFPCM
Experience: 18 years across Analytics, Business Development, and Wealth Management
Interests: Retro music, sports, and travelling
Personal Approach: I always put myself in my clients’ shoes and draft out an approach that is most beneficial, stimulating and rewarding in the long run. This has helped me deeply engage with them and build a trustworthy relationship.
Contact: ameet@beyondlife.in
Senior Partner-Client Relations
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Education: B.com, CFPCM
Experience: 30+ years in the financial markets
Interests: Reading, listening to music
Personal Approach: My core philosophy towards my clients is based on understanding their current life, preparing a financial blueprint to help achieve their future financial goals, and to educate them about the various aspects of their investment journey.
Contact: jagdish@beyondlife.in
Senior Partner-Client Relations
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Education: MSc Physics Mumbai University, CFPCM
Experience: 20+ years in Family Mentoring , Education and Finance
Interests: Reading, delving into the mysteries of Life and the Universe
Personal Approach: I believe it is important to have a good understanding of our relationship with money, and be able to use it as a guidepost in selecting a financial product. Before suggesting a suitable financial path, I spend a lot of time ensuring that my client understands about habit formation, and identifies their most important life priorities.
Contact: kiran@beyondlife.in
Senior Partner-Client Relations
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Education: MBA in Finance & Marketing (XLRI, Jamshedpur), CFPCM
Experience: 30 years in Banking, Equity Research and Personal Finance
Interests: Indian classical music, keeping up with tech trends
Personal Approach: I like to understand, educate and execute, and keep maintain a client-centric approach to my work.
Contact: sachin@beyondlife.in
Partner-Client Relations
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Education: B.Com, CFPCM
Experience: 15+ years in media planning, procurement and finance
Interests: Exploring new destinations, long drives and rides, Arsenal football club
Personal Approach: It gives me an immense sense of purpose in helping each of my clients manage their life’s hard-earned income. I aim to ensure that their future goals are achieved with the help of my expertise, honesty and integrity.
Contact: nekzan@beyondlife.in
Partner-Client Relations
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Education: Bachelor in Accountancy and Finance,CFPCM
Experience: 8 years
Interests: Music, dance, travelling, making new friends, and cooking
Personal Approach: I like to create value by providing unbiased and honest financial advice, educating people, and providing tailored solutions for their financial ambitions. My area of expertise is in analysing my client’s cash flows, preparing a suitable financial road map, and having regular review meeting to understand their changing dynamics and requirements.
Contact: urvi@beyondlife.in
Partner-Client Relations
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Education: B.Com, CFPCM, CWM
Experience: 10+ years in Financial Services Industry
Interests: Reading on personal development, travelling, and fitness
Personal Approach: Driven by my wish to help my clients reach their financial goals, I aim to create a solid road map and an action plan for them, so that despite living busy lives, they can rest assured that their financial future is taken care of.
Contact: hiren@beyondlife.in
Partner-Client Relations
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Education: B.com, CFPCM
Experience: 8+ years in Finance.
Interests: Travelling, exploring wildlife
Personal Approach: I believe that just like health check-ups, periodic financial check-ups help my clients feel confident, and stay focused towards their financial goals. I am passionate about educating people towards financial awareness, and creating a financial roadmap that helps them achieve their future goals and financial freedom.
Contact: nitin@beyondlife.in
Partner-Client Relations
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Education: Bachelor in Business Administration (BBA), IE University, Bachelor of Laws LLB, IE University
Experience: 2+ years
Interests: Music, and travelling
Personal Approach: I believe long term wealth creation starts with inculcating a ‘habit’ of saving. I like to make sure that educating our clients financially is at the very core of what I do. I find it a privilege to be a part of my clients’ financial journey by helping them achieve their goals.
Contact: sanaa@beyondlife.in
Head - General Insurance Products
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Education: Graduate
Experience: 22 years in General Insurance
Interests: Fitness and meeting people
Personal Approach: I like to offer the best of my knowledge in helping clients pick the most suitable solutions for their goals. I commit and work towards delivering on that.
Contact: paresh@beyondlife.in
Head - Mutual Fund Operations
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Education: B.Com, CFPCM
Experience: 10+ years in handling mutual fund operations team and client relations.
Interests: Playing cricket, cooking, and event management
Personal Approach: For me, my client’s satisfaction is key. I enjoy the journey of knowing their life’s financial goals, and helping them plan for their future.
Contact: pareshk@beyondlife.in
Head - Insurance Operations
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Education: Graduate
Experience: 20+ years in Insurance industry
Interests: Cooking, and cricket
Personal Approach: I like to interact with clients and assist them in understanding insurance. This has helped me manage their expectations and guide them towards a steady path for achieving their financial goals.
Contact: shailendra@beyondlife.in
Head - Data Analytics
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Education: Qualified Personal Finance Professional (QPFP)
Experience: 3+ Years
Interests: Sports, and reading
Personal Approach: I am a curious mind with a thirst for knowledge that extends into exploring investment products, studying startups, and uncovering the stories behind visionary founders. As a financial navigator, I embark on a quest to empower individuals by unraveling the mysteries of personal finance, charting a personalised course toward financial freedom, and bridging dreams and reality through meaningful engagement.
Contact:aniket@beyondlife.in
Jr. Relationship Manager
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Education: B.Com, CFPCM
Experience: 2+ years in Personal Financial Management and Goal Planning.
Interests: Passionate about football and long-distance marathons.
Personal Approach: I am rooted in building strong, long-term relationships based on trust, open communication, and a deep understanding of each of my client's unique needs and aspirations.
Contact: prajin@beyondlife.in
Data Analyst
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Education: BMS
Experience: 3 years in Data Analytics.
Interests: Reading, yoga, and travelling.
Personal Approach: I am happy to be a part of a team that helps people achieve their financial goals. I enjoy offering solutions to problems, and learning more about the finance industry through my work.
Contact: suchita@beyondlife.in
Data Analyst
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Education: Finance accounting & Data Analytics.
Experience: 8 Months.
Interests: Traveling and swimming.
Personal Approach: I like to offer the best of my knowledge towards achieving client satisfaction.
Contact: abhitay@beyondlife.in