VISION
Our core values are intentions. Our vision is to be the pioneer in offering innovative solutions to families for their wealth creation & financial freedom.
MISSION
Transforming lives is our mission. Providing scientific financial planning, structured portfolio advisory, simplified risk solutions and our unique passive income strategies create financial income.
BLUEPRINT 2025
1,00,000 Happy Families
1,000 cr. Assets Under Management
100 Branch Offices
10 Global Presence
VISION
Our core values are intentions. Our vision is to be the pioneer in offering innovative solutions to families for their wealth creation & financial freedom.
MISSION
Transforming lives is our mission. Providing scientific financial planning, structured portfolio advisory, simplified risk solutions and our unique passive income strategies create financial income.
BLUEPRINT 2025
1,00,000 Happy Families
1,000 cr. Assets Under Management
100 Branch Offices
10 Global Presence
Our Founder
Amit Mahajan
Founder
Introduction
Amit Mahajan, founder-director of I & I Group of Companies, has dreamt of this organization 20 Years back. He has gathered vast experience of financial planning & money management since 2001. Today he has spread his wings across the Globe with 18 Branches pan India and 2 International offices in Dubai & Thailand. He is managing an AUM of around 500 Crores having 15,000+ elite clients on board. His team strength exceeds 175 enthusiastic & passionate channel partners & employees.
Success Stories
- Youngest MDRT from India in 2007
- Chairman Club Member, LIC of India in 2008
- Proud Member of BNI since 2012
- Maximum Business Giver Award in BNI in the year 2016 & 2017
- President of HIRT India in 2017
- Business Performance Award by Global Top Group, Thailand in 2018
- CMD Club Member, STAR Health in 2019
- Conducted over 350 Speaking Engagements across the Globe
Introduction
Amit Mahajan, founder-director of I & I Group of Companies, has dreamt of this organization 20 Years back. He has gathered vast experience of financial planning & money management since 2001. Today he has spread his wings across the Globe with 18 Branches pan India and 2 International offices in Dubai & Thailand. He is managing an AUM of around 500 Crores having 15,000+ elite clients on board. His team strength exceeds 175 enthusiastic & passionate channel partners & employees.
Success Stories
- Youngest MDRT from India in 2007
- Chairman Club Member, LIC of India in 2008
- Proud Member of BNI since 2012
- Maximum Business Giver Award in BNI in the year 2016 & 2017
- President of HIRT India in 2017
- Business Performance Award by Global Top Group, Thailand in 2018
- CMD Club Member, STAR Health in 2019
- Conducted over 350 Speaking Engagements across the Globe
Our Leaders
CHAITALI MAHAJAN
CEO – ID : #IICON003B
A software engineer by qualification, with 15 years of rich corporate experience in Retail Branding. Spearheaded Product Development team for the past 12 years. She has been awarded with many accolades during her career but the highest amongst them were H1 Certificate at National level for successful completion of Wal*Mart seasonal programs and Certification for successful Oracle implementation at regional level. Now Chaitali is emerging to carve a niche in financial arenas, which will help families to accomplish their dreams and lead a spectacular life ! She strives to live her core values of Operational Excellence and Professional Integrity. Creating an impact through structured and process-driven activities is her passion!
DHANANJAY GODSE
CFO – ID : #IICON002A
An Advocate by qualification, 20 years of practice as a Tax Consultant. An AMFI certified IFA, who is actively involved in Financial planning and execution for the past 25 years. Today he is privileged to be is the DM club member of LIC, Ambassador for BNI Wizards Chapter and Director Consultant for BNI Mumbai East. He strives to deliver the best suited financial product to his clients. His key to success is “Client First”.
SANDEEPAN REDDY
DIRECTOR – ID : #IICON001A
Sandeepan Reddy, 20 years of experience, across the functions of finance, strategy, and advisory. He is a registered Sub- broker with SEBI since 2005 and has been associated with Sharekhan Ltd., which is the largest stockbroker. His responsibilities included providing services to retail and corporate investors for deployment of short term or long term surplus funds. Sandeepan has done his Bachelor’s graduation in Electronics & Telecommunication from Government Engineering College, Aurangabad and his Post Graduation in Finance from Symbiosis, Pune. He is a co-founder of “Synergy National School “and 20 preschools of ‘Synergy Kids”. He is also a ‘Certified Corporate Director ‘ from the Institute of Directors and today he is a Non – Executive Director on the Boards of various companies. Helping people & seeing them grow has always inspired Sandeepan!
CHAITALI MAHAJAN
CEO – ID : #IICON003B
A software engineer by qualification, with 15 years of rich corporate experience in Retail Branding. Spearheaded Product Development team for the past 12 years. She has been awarded with many accolades during her career but the highest amongst them were H1 Certificate at National level for successful completion of Wal*Mart seasonal programs and Certification for successful Oracle implementation at regional level. Now Chaitali is emerging to carve a niche in financial arenas, which will help families to accomplish their dreams and lead a spectacular life ! She strives to live her core values of Operational Excellence and Professional Integrity. Creating an impact through structured and process-driven activities is her passion!
DHANANJAY GODSE
CFO – ID : #IICON002A
An Advocate by qualification, 20 years of practice as a Tax Consultant. An AMFI certified IFA, who is actively involved in Financial planning and execution for the past 25 years. Today he is privileged to be is the DM club member of LIC, Ambassador for BNI Wizards Chapter and Director Consultant for BNI Mumbai East. He strives to deliver the best suited financial product to his clients. His key to success is “Client First”.
SANDEEPAN REDDY
DIRECTOR – ID : #IICON001A
Sandeepan Reddy, 20 years of experience, across the functions of finance, strategy, and advisory. He is a registered Sub- broker with SEBI since 2005 and has been associated with Sharekhan Ltd., which is the largest stockbroker. His responsibilities included providing services to retail and corporate investors for deployment of short term or long term surplus funds. Sandeepan has done his Bachelor’s graduation in Electronics & Telecommunication from Government Engineering College, Aurangabad and his Post Graduation in Finance from Symbiosis, Pune. He is a co-founder of “Synergy National School “and 20 preschools of ‘Synergy Kids”. He is also a ‘Certified Corporate Director ‘ from the Institute of Directors and today he is a Non – Executive Director on the Boards of various companies. Helping people & seeing them grow has always inspired Sandeepan!
Top Performers
MANDAR JOSHI
ID : #IICON004A
CHANNEL PARTNER
Fabulous business contribution made in the year 2019.
MANDAR KELKAR
ID : #IICON005A
CHANNEL PARTNER
Fabulous business contribution made in the year 2019.
SANDEEP KULKARNI
ID : #IICON006A
CHANNEL PARTNER
Fabulous business contribution made in the year 2019.
MANDAR JOSHI
ID : #IICON004A
CHANNEL PARTNER
Fabulous business contribution made in the year 2019.
MANDAR KELKAR
ID : #IICON005A
CHANNEL PARTNER
Fabulous business contribution made in the year 2019.
SANDEEP KULKARNI
ID : #IICON006A
CHANNEL PARTNER
Fabulous business contribution made in the year 2019.
CHAITALI THANEKAR
ID : #IICON003CC
RELATIONSHIP MANAGER
Phenomenal contribution made in Finbus Co-Operative Project
VRUSHALI DHOKE
ID : #IICON003WW
RELATIONSHIP MANAGER
Phenomenal contribution made in Finbus Co-Operative Project
ARTI CHAVAN
ID : #IICON003AA
ADMIN EXECUTIVE
Phenomenal contribution made in Finbus Co-Operative Project
CHAITALI THANEKAR
ID : #IICON003CC
RELATIONSHIP MANAGER
Phenomenal contribution made in Finbus Co-Operative Project
VRUSHALI DHOKE
ID : #IICON003WW
RELATIONSHIP MANAGER
Phenomenal contribution made in Finbus Co-Operative Project
ARTI CHAVAN
ID : #IICON003AA
ADMIN EXECUTIVE
Phenomenal contribution made in Finbus Co-Operative Project