Professional, Passionate, Principled...

A partnership that is personal.

Cindy Dahiya
I believe that everyone needs a financial plan. A plan is a road map, it tells you where you're going, and how to get there as efficiently and effectively as possible with the least amount of fuss, and therefore risk. 

While working as a Technology and Financial product trainer with Banker’s Trust Australia, Deutsche Bank and State Street, I realised that what I really needed to do was to apply my skills of teaching and training to coach people in improving themselves and their livelihoods in one way or another.

A meeting with the Corporate Financial Adviser sowed the seeds of where I wanted to go. My Financial needs were answered very subjectively. I saw a gap in the Financial Advice arena and decided to focus my talent in that direction. 


Desh Dahiya
My financial life started on the Calcutta Stock Exchange trading floor in 1974. It was a wonderful time – I was walking through a minefield blindfolded and had not hit a mine – it was all so easy to make money, till my luck ran out and it came via the first Oil Shock / Crash of 1977. I lost a small personal fortune and had to go looking for a 9 to 5 job.

End of a dream and a great lesson for the future. I am glad it happened when I was young and the shock absorbers were very strong.

The world’s greatest ever basket ball player Michael Jordan once said "I've failed over and over and over again in my life. And that is why I succeed” and I have to agree because for me there is no harder lesson than losing your own money.


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