Management Team
Mrs. Anita Moondra
Co-founder & Promoter Director
Mrs. Anita Rajesh Moondra, a postgraduate professional, brings over 15 years of experience in the finance industry with strong expertise in Retail Lending and Working Capital Management.
She is committed to building a customer-centric and process-efficient organisation, consistently driving operational excellence and client satisfaction across all verticals. Her leadership ensures seamless execution and long-term value creation for stakeholders.
CA. Rajesh Moondra
Professional Director
CA Rajesh Moondra is a Chartered Accountant with over 20 years of experience in Retail and MSME Funding, catering to both corporate and non-corporate clients. He also provides specialized consultancy services for startups. He has deep expertise in advising MSMEs on funding options and structured finance solutions. His work involves educating borrowers on sustainable financing and offering end-to-end fundraising support through Cash Credit, Overdraft, Term Loans, and Trade Finance facilities. Currently, his focus is on helping businesses achieve sustainable growth by structuring and arranging the right mix of financial solutions
Mrs. Neelkaml Gaggar
Director
Mrs. Neelkamla Gaggar is a postgraduate and Director of the company, responsible for overseeing the entire Operations and Human Resources department.
She plays a key role in driving organisational efficiency, workforce development, and smooth execution of day-to-day operations, ensuring alignment with the company’s long-term strategic objectives.
Mr. Sameer Patodiya
CEO
Mr. Sameer Patodiya is a seasoned banking and finance professional with over 15 years of experience, including leadership roles at reputed institutions such as Axis Bank and Deutsche Bank.
He possesses strong domain expertise in Retail Loans, Commercial Purchase Funding, Lease Rent Discounting, and Unsecured Business Loans. With a proven track record in client relationship management, he has consistently delivered value-driven financial solutions to a diverse client base.
CA. Badal Chothani
Strategic Advisor
CA. Badal Chothani is a qualified Chartered Accountant with expertise in Management Advisory, GST, Corporate Compliance, and diverse Audit assignments. He combines a strong academic foundation with excellent liaisoning skills, allowing him to deliver efficient, accurate, and value-driven advisory solutions tailored to client needs.
CA. Nikunj Barot
Strategic Advisor
CA. Nikunj Barot is a qualified Chartered Accountant with strong expertise in GST, Income Tax, Corporate Compliances, and Audit & Appeal matters.
With a client-focused approach and proven proficiency in both compliance management and strategic advisory, he has positioned himself as a trusted partner for businesses across diverse sectors. His ability to blend regulatory precision with practical business insights ensures comprehensive and value-driven solutions.
CA. Naresh Birla
Strategic Advisor
CA. Naresh Birla is a qualified Chartered Accountant with strong expertise in Auditing, Compliance, and Financial Controls.
He currently leads and manages a wide spectrum of bank and corporate audit assignments, ensuring strict adherence to statutory requirements, regulatory frameworks, and industry best practices. His focus on accuracy and governance enables businesses to maintain transparency and strengthen financial discipline.
CA. Mithun Rathi
Strategic Advisor
CA. Mithun Rathi is a qualified Chartered Accountant with a strong academic foundation and excellent liaisoning skills, enabling him to deliver efficient, accurate, and value-driven advisory services.
His expertise in strategic advisory empowers him to design customised financial solutions tailored to the diverse requirements of clients across sectors. He currently oversees operations across the entire Gujarat state, ensuring comprehensive support and client engagement.