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

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!

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.

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