India’s Influential Men Leaders Making Waves in the Business- 2024 (2).pdf

Vol 04 | Issue 05 | 2024
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I N D I A
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The Indian Mavericks
How Modern
Business Leaders are
Redeﬁning Success?
Dr George Panicker
Founder and CEO
International STEAM
Research (ISR)
Setting International S.T.E.A.M Research-Powered
Educational Revolution in Motion
Tech Titans of Tomorrow
Top Ten Leadership
Trends in India's
Booming Tech Industry

SHAPING INDIA'S ECONOMIC FUTURE:
VISIONARY LEADERS AT THE FOREFRONT
he Indian business world is a dynamic
Tecosystem, constantly evolving and
adapting. At the forefront of this change are
a group of influential leaders who are not only
driving success for their own companies but also
shaping the nation's economic trajectory.
These leaders come from diverse backgrounds, with
expertise spanning technology, finance, healthcare,
and manufacturing. Their impact reaches far beyond
the boardroom. They influence policy, inspire
entrepreneurs, and champion social responsibility
initiatives that benefit communities across India.
These leaders are at the heart of social engineering,
fostering innovation, efficiency, and sustainability in
both established and emerging sectors. Their
commitment to quality, cutting-edge solutions, and
responsible business practices is not only propelling
growth but also solidifying India's position as a
global leader in sustainability.
Visionary leaders in the technology sector are
harnessing the power of innovation to drive digital
transformation and reshape entire industries. In the
financial sector, experienced leaders are navigating
the complexities of a rapidly evolving economic
landscape, ensuring growth and fostering financial
inclusion for all. Their strategic initiatives in
banking, investment, and wealth management are
laying the groundwork for a more robust and
inclusive financial ecosystem in India.
These influential leaders are not just shaping the
present, they are also inspiring the next generation of
business leaders. Their leadership, vision, and
dedication to excellence serve as a testament to the
spirit of entrepreneurship and innovation that defines
the Indian business landscape.
The contributions of these CIOLook ‘India’s
Influential Men Leaders Making Waves in the
Business- 2024,’ will remain instrumental in shaping
the future of business and driving positive change
across industries, as India continues its journey
towards economic growth and development. As they
navigate through the challenges and opportunities of
the 21st century business landscape, their leadership,
resilience, and commitment to excellence serve as a
source of inspiration for businesses, entrepreneurs,
and aspiring leaders alike.
- Gaurav PR Wankhade
Managing Editor

08
C
over
Story
Setting International S.T.E.A.M Research-Powered
Educational Revolution in Motion

Biren Mukesh Shah
The Visionary Leader Redeﬁning
Financial Planning in India
P R O F I L E S
22
32
18
28
A R T I C L E S
Cedrus Consultants Pvt. Ltd.
Your Trusted Navigator
to A Secure Financial Future
Contents
How Modern
Business Leaders are
Redeﬁning Success?
Top Ten Leadership
Trends in India's
Booming Tech Industry

CONTENT
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TECHNICAL
April, 2024
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Brief
Featuring
FinArray
Biren Mukesh Shah,
Founder
With over a decade of insurance industry experience, Biren
Mukesh Shah, as the founder of FinArray specializes in
mutual fund, equity, bond, and various types of insurance.
Company
Medgyor Pvt Ltd
International
STEAM Research (ISR)
Cedrus Consultants
Pvt. Ltd.
Dinoj Joseph,
Managing Director
Dr George Panicker,
Founder and CEO
Nilesh S. Bajaj,
Founder
Dinoj Joseph, MD of Medgyor is an experienced industrial
designer and project manager with a demonstrated history of
working in the medical device industry.
Dr George Panicker, Founder and CEO of ISR, is the
S.T.E.A.M expert from India, an accomplished author,
passionate educator, and inspiring entrepreneur with over 25
years of expertise.
The founder of Cedrus Consultants, Nilesh S. Bajaj is a
Certiﬁed Financial Planner (CFP) and Registered
Investment Advisor (RIA), doing a noble work of treating
the ﬁnancial health of individual families.
Lava International Ltd.
Sunil Raina,
Managing Director
Sunil Raina has been with Lava for almost eight years,
having held several leadership roles through his tenure, is
now leading the company as Managing Director.

Dr George Panicker
Founder and CEO
International STEAM Research (ISR)

magine progress as a lighthouse,
Iits beam guided by unwavering
spirits. These are the visionary
educators who march with boundless
hearts, ingenious minds, and fearless
entrepreneurial ﬁre. Undaunted by
tradition's tides, they dive into the
boundless ocean of knowledge,
surfacing with revolutionary pearls of
wisdom. Their light disrupts the status
quo, reshaping the present and
illuminating the path for future
generations. This is the symphony of
education, a chorus of thinkers,
learners, and believers in the human
story, harmonizing to build a glorious
tomorrow, brick by brick, creating a
revolution.
However, every revolution needs a
revolutionary leadership. Meet Dr
George Panicker – the maverick
making waves in India's 2024 business
landscape. He's not just a Founder,
he's a revolution in motion, reshaping
industries and igniting minds with his
infectious passion and unorthodox
vision.
Instead of dusty textbooks and rote
memorization, in the dynamic world of
Dr Panicker, education takes a
captivating pirouette, transforming into
a whirlwind of STEAM-powered
learning that's not just revolutionary,
it's contagious. As the CEO of
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Our aim is not to
make individuals
experts in all these
subjects but to
harness the essential
transferable skills
inherent in them.

International STEAM Research (ISR), Dr Panicker is
more than just a leader; he's the spark igniting an
international education revolution, one captivating lesson at
a time.
The Secret
Dr Panicker doesn't believe in unoriginal learning. He
champions heutagogy, where education becomes a
personalized journey, not a pre-scripted lecture. Students
become independent investigators, architects of their own
learning, fueled by futuristic technologies and hands-on
experiences. Imagine coding robots in kindergarten,
composing music with AI in middle school, or designing
sustainable communities using virtual reality in high school.
This is the world Dr Panicker brings to life.
Inspired by visionary pioneers, Dr Panicker launched ISR
along with his friend Capt. Shaji Sebastian, on an
undertaking: equipping India's youth with cutting-edge
STEAM methodology, igniting minds for self-directed
learning, and nurturing a generation of future innovators.
Within a short span, ISR has become the nation's leading
provider of affordable, immersive STEAM education,
empowering schools across the country.
The Process
By dismantling the antiquated walls of traditional education
and unleash the symphonic potential of Science,
Technology, Engineering, Arts, and Mathematics (STEAM)
within every student, through ISR's innovative programs,
classrooms become vibrant laboratories where curiosity
explodes like chemical reactions, creativity spills like
digital ink, and critical thinking hums like well-oiled gears.
Picture classrooms buzzing with robots and futuristic
technologies, where curiosity runs wild and young minds
dive into the boundless ocean of STEAM. This is the legacy
Dr Panicker is building at ISR, inspired by the words of
Irina Bokova: “Education is the most powerful force for
good.” With this mantra etched in their hearts, ISR
empowers schools across India with affordable, cutting-
edge learning experiences, nurturing a generation of self-
determined learners and future shapers.
Dr Panicker emphasizes that, at ISR, their commitment to
contributing to the United Nations' Sustainable
Development Goals (SDGs) is manifested through
programs centered on Science and Technology, employing
Engineering and Artistic processes based on Mathematical
principles, commonly known as STEAM.
He clarifies, “Our aim is not to make individuals experts in
all the subjects but to harness the essential transferable
skills inherent in them. These skills are crucial for a
thriving economy and a safe, sustainable society. To
achieve this goal, we offer scalable, sustainable, inclusive,
and integrated STEAM programs and research. This
involves leveraging the expertise of forward-thinking
individuals, administrators, teachers, and institutional
support to impact students positively. Thus, the
establishment of International STEAM Research (ISR).”
The Fusion
Founded by two versatile educators, Dr George Panicker,
the Founder and CEO, and Capt. Shaji Sebastian, the
Founder and Mentor of ISR, the organization has been
actively promoting Heutagogy with various institutions and
organizations globally since 2017.
Through the provision of quality education (SDG 4) for all,
ISR aims to break the cycle of poverty (SDG 1) and
contribute to achieving gender equality (SDG 5). By
addressing these three Sustainable Development Goals
(SDG), ISR endeavors to assist people in obtaining decent
work and contributing to their economies (SDG 8),
ultimately empowering them to lead healthier lives (SDG
3). Dr Panicker reveals, “Through education, we can foster
the values of empathy and inclusiveness, key to reducing
inequalities (SDG 10), ultimately leading to peaceful
societies (SDG 16).”
His impact echoes beyond classrooms. ISR's reach extends
to rural communities, empowering underserved youth with
access to STEAM education and the tools to build their own
futures. His projects, like the Happy Zone initiative, create
vibrant learning spaces within schools, even in remote
areas, transforming traditional teaching into that of
innovation and collaboration.
But Dr Panicker's revolution isn't just about technology and
fancy gadgets. He believes in the power of human
connection and empathy, ensuring that STEAM education
doesn't turn children into soulless robots, but rather
cultivates well-rounded individuals with a sense of social
responsibility and environmental awareness.
The Vision
So, what makes Dr Panicker's leadership revolutionary?
He dares to dream big: His vision isn't confined to
India's Influential Men Leaders Making Waves in the Business- 2024

ISR STEAM Experiential
learning, with its 7E
methodology, is more
deliberate, planned,
and involves learning
through self-reﬂection.

classrooms; it stretches across continents, aiming to make
quality STEAM education accessible to all.
He champions the unconventional: He embraces heutagogy,
immersive technologies, and personalized learning,
breaking free from the shackles of rote memorization.
He leads with infectious passion: His enthusiasm for
STEAM is palpable, sparking the same fire in students and
educators.
He measures success beyond grades: The impact of his
work is visible in empowered communities, flourishing
young minds, and a generation equipped to tackle the
challenges of tomorrow.
The Distinction
Heutagogy Champion: Ditch the one-size-fits-all learning!
Dr Panicker champions heutagogy, personalized learning
that empowers individuals to become independent, lifelong
learners. This philosophy spills over into his leadership,
creating vibrant, collaborative environments where every
voice is heard and every idea has the chance to flourish.
Beyond Bottom Lines: Profits are important, but impact is
Dr Panicker's north star. He believes in businesses that not
only thrive, but also contribute to social good and
sustainable development. His projects, from STEAM
education initiatives to rural development programs, prove
that success can be measured in ways beyond the balance
sheet.
Innovation in Everything: Forget stale strategies and tired
tactics. Dr Panicker embraces cutting-edge technology and
unconventional approaches to tackle age-old problems. He's
at the forefront of exploring artificial intelligence,
immersive learning, and future-proof business models,
proving that innovation is not just a buzzword, but a way of
life.
A Beacon for Aspiring Leaders: Dr Panicker isn't just a
leader, he's a mentor, an inspiration. He actively engages
with young entrepreneurs and business students, sharing his
wisdom and experience, and sparking the fire of
entrepreneurial spirit in the next generation.
Dr Panicker emphasizes the urgent need for a
transformation in our formal education system, which has
largely remained static since the era of industrialization. He
expresses, “The conventional approach of rote learning,

Experiential learning
proves beneﬁcial
by establishing
connections between
content and the
learner's real-world
experiences, rendering
it more relevant,
applicable, and easier
to absorb.

Elaborating on the evolving landscape of employment
requirements, he notes, “Employers now seek qualities like
creativity, ingenuity, innovation, agility and adaptability,
critical thinking, complex problem-solving ability, people
management skills, emotional intelligence, and cognitive
flexibility instead of just college degrees.”
ISR collaborates with schools and institutions to empower
students through integrated Science, Technology,
Engineering, Arts, and Mathematics (STEAM) Experiential
Learning Labs, called ‘Happy Zone,’ equipped with
futuristic technologies such as Robotics, Drones, AI, AR,
VR, IoT, and Applied Coding. These labs align with the
various stages outlined in the NEP-2020 guidelines.
The global education landscape, including Indian education,
is already undergoing a transformation. In the Indian
context, the transformation has commenced with the
implementation of the National Education Policy - 2020.
The Creation
Dr George Panicker is not just making waves in India's
business world; he's creating a tidal wave of change. He's
redefining success, democratizing knowledge, and pushing
the boundaries of what's possible. He's the embodiment of
audacious vision, relentless energy, and a deep-seated belief
in the power of both individuals and businesses to make a
difference.
According to Dr Panicker, the NEP 2020 stands as a
groundbreaking document, outlining a path for India to
embrace Education 4.0. It comprehensively addresses all
stakeholders within the educational ecosystem. The policy
urges teachers to move beyond traditional, selective, and
limited curriculum-based teaching methods, empowering
them to utilize advanced assistive technologies. This
approach enhances student engagement by fostering
personalized learning, emphasizing the importance of out-
of-the-box thinking in Education 4.0.
Dr Panicker emphasizes, “The future of education lies in
integrating experiential learning with practical, research-
based activities into the core pedagogy of schools, enabling
students to develop their metacognitive skills.”
He adds that, to instill a scientific mindset in students, the
methodology of 'S.T.E.A.M (Science, Technology,
Engineering, Arts, and Mathematics) Experiential Learning
hands-on activities' proves to be ideal. This approach allows
students to learn while having fun, without the fear of
failure.
where teachers deliver monologues and students passively
listen, must be abandoned. ISR represents our solution to
usher in a paradigm shift from the traditional education
philosophy, centered on standardized test scores, to a
contemporary ideal that places equal value on the learning
process and outcomes.”
While recognizing the significance of textbooks and
content, Dr Panicker asserts, “Yet, there is an ongoing need
for innovation and reinvention in response to the evolving
context and challenges stemming from rapid changes in our
surroundings.” To address this gap, experiential learning
proves beneficial by establishing connections between
content and the learner's real-world experiences, rendering
it more relevant, applicable, and easier to absorb.
Consequently, Dr Panicker and Capt. Sebastian have
devised the ISR STEAM ecosystem model to foster
invention literacy through innovative collaboration and
cooperation among various institutions, organizations,
communities, networks, and thought leaders. Dr Panicker
highlights, “This approach is crucial for cultivating
mindful, lifelong learners and problem-solvers dedicated to
building a sustainable world.”
The Transformation
Dr Panicker is not just changing the face of education; he's
changing the world. He's proving that learning can be
exhilarating, that innovation can empower, and that
STEAM education is not just a buzzword, but a powerful
tool for building a brighter future, one captivating spark at a
time.
Dr Panicker, a passionate advocate of Heutagogy and a
deeply committed educator, asserts, “In a world where
content is abundantly available and easily accessible,
rendering memorization obsolete, ISR STEAM Experiential
Learning is context-based rather than content-based.”
He further contends that, before it becomes too late, there is
an imperative need to dismantle the traditional constraints
of the educational system and overhaul it entirely.
Conventional aspects of education such as reading,
memorization, writing, and arithmetic are deemed
insufficient to meet the demands of the future. Dr Panicker
emphasizes the responsibility to equip students with the 4
C’s of 21st-century education: Critical thinking, Creativity,
Communication, and Collaboration.

Given that ISR STEAM Experiential Learning is not
confined to a fixed curriculum but is continually evolving,
dynamic, and organic, incorporating it into students' daily
routines poses significant challenges. This necessitates
teachers to remain vigilant and consistently enhance their
skills to align with new standards and emerging
technologies.
The Collaboration
Recognizing this, it becomes crucial for educational
institutions to engage with experts who can guide them in
seamlessly integrating STEAM Experiential Learning
activities into their existing infrastructure without
necessitating extensive financial investments.
The only way to be
prepared for the future
of work is to embrace
the idea of helping
all learners to be
future-ready mindful
problem-solvers.

Dr Panicker emphasizes, “We collaborate with schools to
offer students Experiential Learning through hands-on
STEAM activities using futuristic technologies, ensuring the
highest ethical standards at an affordable cost.”
Structured on the ISR 7E methodology and CRM XP 360
frameworks, ISR activities within a STEAM Lab,
commonly referred to as the 'Happy Zone,' encourage
students to collaborate in small groups. They work towards
finding solutions to real-world problems through critical
thinking, research-based inquiry, and open-ended
exploration. This holistic design-thinking process
incorporates multiple subjects.
As students learn collaboratively and have fun, they arrive
at results through multiple attempts, allowing them to
develop and refine their Heutagogical skills, as assured by
Dr Panicker. To facilitate such initiatives within schools, the
school management must ensure they are affordable,
scalable, inclusive, and sustainable in the long term.
All schools that have partnered with ISR in India express
immense appreciation for the high-quality international
standard service that ISR consistently provides them.
The learning environment within a HAPPY ZONE/STEAM
Lab prioritizes student centrality, granting students control
over their own learning. This approach empowers them to
think critically, evaluate, make decisions, and construct
knowledge. As a result, the learning experience becomes
cooperative, collaborative, and independent, effectively
bridging the gap between theory and practice. Importantly,
this doesn't entail merely engaging in numerous activities,
taking students on aimless outings, utilizing expensive
resources without a clear learning objective, or passively
watching videos in a smart class.
The Experimentation
It's crucial to recognize that not every hands-on activity
qualifies as experiential learning. Mere hands-on
engagement doesn't guarantee mindful involvement.
Numerous projects, field trips, and situations lack lasting
impact due to insufficient time allocated for assimilating
and conceptualizing the experience within the authentic
STEAM Experiential learning framework.
ISR STEAM Experiential Learning aligns with the
curricular and pedagogical structure of the National
Education Policy, catering to four stages: Foundational,
Preparatory, Middle, and Secondary. Experiential Learning
empowers learners to connect new knowledge with their
prior understanding, encouraging reflection and
conceptualization before applying it to new situations,
thereby making learning meaningful and authentic. True
learning, in this context, involves engaging in real-world
experiences through multisensory approaches, rather than
passively absorbing information from textbooks.
While teachers can creatively plan learning experiences
using local resources, executing STEAM activities
sustainably and inclusively within the classroom is
facilitated by the ISR XP Kit provided to learners by trained
ISR facilitators. This streamlined approach simplifies the
life of teachers within the school setting.
As experiential learning promotes independent reflection
and observation, it accommodates the diverse learning
styles present in a classroom. In settings with learners from
various backgrounds and cultural contexts, ISR facilitators
undergo training to tailor learning experiences effectively,
addressing diversity. Through ISR STEAM experiential
learning, learners absorb, apply, and subsequently reflect on
the knowledge gained through their experiences.
The Implementation
Experiential learning empowers learners to take ownership
and pride in the tangible results of their hands-on activities.
This accelerates the learning process, making knowledge
acquisition interesting and enjoyable, ultimately enhancing
comprehension and retention for a lifetime.
ISR STEAM Experiential Education is neutral with respect
to education boards and curricula. Schools adhering to any
education board can integrate ISR STEAM Experiential
learning into their existing curriculum, adding significant
value.
Educators must be mindful of the fine line between
Experience and Experiential. Experience, or Experiencing,
denotes learning by doing, which may or may not involve
reflection. Whereas, Experiential is not just hands-on, but
minds-on as well. ISR STEAM Experiential learning, with
its 7E methodology, is more deliberate, planned, and
involves learning through self-reflection. Consequently, it
places the responsibility for learning on the learner.
Implementing ISR STEAM Experiential learning demands
extensive planning and upskilling on the facilitator's part.
They need to ensure that learning engagements connect to
real-life situations and hold meaning for the learner. This
requires a solid background understanding, and what works

in one school or classroom setting may not be applicable in
another. Therefore, lesson plans must be connected to the
local context and resources to ensure meaningful
experiences and prevent learner disengagement. The ISR
LIFE, USA, Research & Development center, supported by
a dedicated team of STEAM experts, facilitates the
dynamic and customized planning of lesson plans for ISR
facilitators in individual partner schools.
Developing lesson plans following the ISR 7E cycle would
be challenging for a non-ISR STEAM-skilled teacher or
facilitator. Hence, it is crucial for educators to undergo
regular ISR capacity-building trainings and stay aligned
with the ISR R&D team to effectively implement ISR
STEAM Experiential learning.
The Evolution
Dr Panicker asserts that the future job market will favor
those who are heutagogical and versatile. Advanced
technologies incorporating AI, Robotics, IoT, coding,
virtual reality, augmented reality, and more are reshaping
the workforce, rendering it almost unrecognizable and
displacing millions of workers. The current use of artificial
intelligence in law firms, banks, accounting firms, hospitals,
corporations, and education platforms is already indicative
of this trend, leading to job displacement.
In this evolving landscape, robots are performing high-
precision, long-duration critical surgeries without fatigue,
while AI is being employed for the precise detection of
cancerous cells and other critical diseases. Driverless cars,
air taxis, face recognition check-ins and check-outs at
airports and shopping malls, food delivery by drones, and
the use of 3D printing and robots in construction and
manufacturing are set to drive the economy. Even the music
industry is leveraging machine learning, using AI to
produce music in various languages through a neural
network of machine algorithms that can rival human
performance.
There is a rising global demand for STEAM-skilled
personnel, with STEAM jobs growing three times faster
than non-STEAM jobs in the US. These jobs often exist in
the most innovative fields and progressive companies,
offering exciting and challenging work. Globally, 75% of
the fastest-growing occupations require STEAM skills.
The Revolution
ISR STEAM Experiential Learning service, aligned with
the NEP-2020 and provided to schools by ISR, is
outcome-based and utilizes futuristic technologies to
prepare students for the future. The focus is on making
students future-proof and versatile, extending beyond
turning them into lifelong learners and problem solvers. The
aim is to nurture individuals who are not only proficient in a
range of skills but also uphold the values of being good
human beings and constructive, law-abiding global citizens.
Dr Panicker, drawing on his rich experience of over 20
years and having been involved in major educational
projects worldwide, emphasizes the inevitability of
exponential technological development. He underscores the
necessity for collaboration among all stakeholders to ensure
that everyone is future-ready. Dr Panicker concludes that
embracing the idea of helping all learners become future-
ready mindful problem-solvers is the key to preparing for
the future of work.
So, keep your eyes peeled for Dr George Panicker. He's not
just leading the way, he's showing us a whole new path to a
brighter, more innovative, and impactful future.
Dr George Panicker’s Hall of Fame
Dr George Panicker was awarded as
• ‘Global Change Maker of 2024,’ by Mc STEM Global
Awards, USA.
Dr George Panicker is featured as
• ‘Entrepreneurs to Follow in 2023,’ in CIOLook India
Magazine.
• ‘Entrepreneur of the Year 2022,’ in Business Outreach
Magazine.
•
Dr George Panicker & Capt. Shaji Sebastian are featured
as
• ‘Most Dynamic Personalities 2022,’ in Fortune India
Magazine.
•
ISR is awarded as
• ‘The Best Company to Work For 2022,’ by Prime
Insights Magazine.
• ‘Brand of The Year 2022,’ by Business Outreach
Magazine.
• ‘Most Innovative Business 2022’ MSME Indian
Business Award.’
• ‘Atmanirbhar Bharat Award 2022.’
• ‘Best S.T.E.A.M Education Company 2022.’

s India's technology sector continues to
Agrow and evolve at a rapid pace, several
leadership trends are emerging that are
shaping the future of the industry. These trends
reflect the dynamic nature of technology and the
strategic priorities of India's tech leaders.
India's tech industry is experiencing explosive
growth, and at the helm are a new generation of
leaders poised to shape the future. These "Tech
Titans of Tomorrow" are not just building
successful companies; they're pioneering new
leadership styles that prioritize innovation,
collaboration, and social impact.
Here are the top ten trends defining leadership in
India's booming tech scene:
Embracing Digital Transformation: Fostering
a Culture of Innovation
Constant innovation is key to staying ahead of
the curve. Leaders are fostering a culture that
encourages creativity, experimentation, and
calculated risk-taking.
Tech leaders are prioritizing digital
transformation to maintain a competitive edge.
This involves integrating advanced digital
technologies such as AI, machine learning, and
IoT into core business processes to enhance
efficiency and innovation.
www.ciolookindia.com April| 2024
(18)
Leadership
Trends in India's
Industry
Focus on Sustainable Growth: Championing
Sustainability
Tech leaders understand the need for sustainable
practices. They are integrating environmental
consciousness into their operations and
developing solutions that address climate
change.
Sustainability is becoming a central theme.
Leaders are incorporating green technologies
and sustainable practices to reduce the
environmental impact of their operations. This
not only helps in compliance with regulatory
standards but also appeals to eco-conscious
consumers and investors.
Investment in Emerging Technologies: Data-
Driven Decision Making
Big data isn't just a buzzword. Tech Titans
leverage data analytics to gain insights, optimize
operations, and make strategic decisions.
There is a significant focus on emerging
technologies like spatial computing, generative
AI, and quantum computing. These technologies
are expected to revolutionize various sectors,
from healthcare to finance, providing new
avenues for growth and innovation.

www.ciolookindia.com (19) April| 2024

Building a Robust Framework: Prioritizing
Cybersecurity
As cyberattacks become more frequent and sophisticated,
tech leaders are placing cybersecurity at the forefront of
their concerns. This translates into a multi-pronged
approach: implementing cutting-edge security measures,
attracting and retaining top cybersecurity talent, and
developing thorough risk management plans. By taking
these proactive steps, they're safeguarding their company's
most valuable assets – its digital data.
With the increasing frequency of cyberattacks, tech leaders
are prioritizing cybersecurity. This includes implementing
advanced security measures, investing in cybersecurity
talent, and developing comprehensive risk management
strategies to protect digital assets.
Talent Development and Retention: Lifelong Learning
The tech landscape is constantly evolving. Leaders
prioritize continuous learning, encouraging themselves and
their teams to stay updated on the latest trends and
technologies.
The demand for skilled tech professionals is at an all-time
high. Leaders are focusing on talent development through
continuous learning and development programs,
partnerships with educational institutions, and creating a
supportive work environment to retain top talent.
Prioritizing Employee Well-being and Enhancing
Customer Experience
Happy employees are productive employees. Tech leaders
are recognizing the importance of employee well-being and
investing in initiatives that promote work-life balance and
mental health.
Customer-centricity is key. Leaders are leveraging
technologies like AI and big data to gain insights into
customer preferences and behaviors, enabling them to
deliver personalized and seamless experiences across all
touchpoints.
Adaptive Leadership: Embracing Agile Methodologies
Gone are the days of rigid, siloed structures. Tech Titans
are adopting agile methodologies to foster collaboration,
adaptability, and faster product development cycles.
In a rapidly changing tech landscape, agility and
adaptability are crucial. Leaders are fostering a culture of
innovation and ﬂexibility, encouraging teams to experiment
and quickly adapt to new market demands and
technological advancements.
Collaborative Ecosystems: Building for a Global Market
Gone are the days of solely focusing on the domestic
market. Tech leaders are building companies with a global
mindset, attracting talent and customers from around the
world.
Collaboration is essential for driving innovation. Leaders
are building ecosystems that include startups, academic
institutions, and industry partners to foster collaboration,
share knowledge, and co-create solutions.
Inclusive Leadership: Building Diverse and Inclusive
Teams
Tech Titans understand the power of diversity. They
actively build teams with a variety of backgrounds and
perspectives, leading to more innovative solutions.
Diversity and inclusion are becoming strategic priorities.
Tech leaders are implementing policies and practices that
promote gender diversity, inclusivity, and equal
opportunities within their organizations to drive better
business outcomes and innovation.
Strategic Government Partnerships: Giving Back to
Society
Proﬁt isn't everything. Many Tech Titans are actively
involved in social impact initiatives, leveraging technology
to address social challenges and empower communities.
Leveraging government initiatives and policies such as
Digital India and Make in India, tech leaders are working
closely with the government to drive growth and
innovation. These partnerships are helping in creating a
favorable business environment and providing support for
emerging startups.
The Road Ahead
These trends highlight how India's tech leaders are not only
adapting to the current technological landscape but are also
setting the stage for future growth and success. By
embracing these qualities, the Tech Titans of Tomorrow are
not just building successful businesses; they are shaping a
future where technology is a force for good, driving
innovation, inclusivity, and positive change on a global
scale.
(20)

he world of finance has changed drastically. In
Tmodern times, many complex products can leave
individuals feeling overwhelmed. In such a
scenario, Biren Mukesh Shah shines as a beacon of clarity
and personalized service. As the Founder of FinArray, a
leading investment management company in India, Biren
isn't just a businessman; he's a visionary leader redefining
financial planning for the modern age.
Driven by a deep understanding of individuals' anxieties
when navigating financial decisions, Biren established
FinArray with a core principle: to go beyond mere transac-
tions and build long-lasting relationships. He recognized the
gap between selling financial products and offering
comprehensive after-sales support, a void he aimed to fill
with FinArray's unique approach.
Biren's commitment to client-centricity and financial
literacy has propelled FinArray to the forefront of the
Indian financial landscape. His leadership is not just about
numbers; it's about empowering individuals to make
informed financial choices and achieve their long-term
goals.
Building FinArray: A Journey Beyond Financial
Products
Biren shares the company's origin story, revealing a vision
beyond simple fund management. He recognized a critical
gap in the financial services industry: a lack of personalized
attention and guidance.
"We saw a need to disrupt the status quo," Biren explains.
"Traditional financial institutions often left clients
overwhelmed by complex products and with minimal
support. FinArray was born from this observation.”
FinArray's mission is to be more than just a financial
services provider; it aspires to be a trusted life planner.
Biren highlights the importance of building long-lasting
relationships: "Our vision wasn't solely about generating
profits. It was about building trust and empowering
individuals.”
This commitment to client-centricity is evident in
FinArray's approach. They go beyond mere transactions,
offering comprehensive after-sales services and addressing
common financial pitfalls like neglected insurance policies
or underperforming investments.
"We wanted to demystify the financial world and make it
accessible to everyone," Biren emphasizes. FinArray's
innovative Mini Office concept directly brought financial
services to people's doorsteps, simplifying financial
management.
Biren further reiterates the core motivation behind
FinArray: "Our goal was to revolutionize the industry, to
make financial services more human-centred. We want to be
the partner people trust, not just for investments but for
their overall financial well-being." This commitment to
redefining financial services continues to be the driving
force behind FinArray's success.
The Pillars of FinArray's Success: A Client-Centric
Approach
Biren sheds light on the core principles that have driven
FinArray's achievements. Their success lies in a strong
client-centric philosophy, fostering partnerships built on
trust and long-term commitment. This dedication extends to
clients and FinArray's employees, who play a crucial role in
their journey.
The Visionary Leader Rede ining Financial Planning in India
(22)

Biren Mukesh Shah
Founder
FinArray
As we envision our
company's future,
our commitment to
making a lasting impact
on India's investment
management landscape
remains steadfast.

Transparency at the Forefront: Biren emphasizes the
importance of clear communication. "We prioritize
transparency and honesty," he states. "Demystifying
financial processes allows our clients to make informed
decisions confidently." In a world of complex financial
products, FinArray cuts through the confusion, empowering
its clients with financial knowledge.
Beyond Returns: Focusing on Impact: FinArray
recognizes that success goes beyond financial results. "We
are committed to understanding each client's unique needs
and aspirations," Biren explains.
They focus on positively impacting people's lives, tailoring
financial solutions to meet individual circumstances. Client
satisfaction and success are the true measures of FinArray's
achievements.
Embracing Change: A Culture of Innovation The financial
landscape is constantly evolving, and FinArray remains at
the forefront by fostering a spirit of continuous innovation.
Whether it's the introduction of the innovative Mini Office
concept or the integration of cutting-edge technologies, they
constantly strive to enhance the client experience.
Investing in People: A Strong Team is Key The dedication
and expertise of FinArray's team are pillars of their success.
"We invest in our people," Biren highlights.
They equip their team with the knowledge and skills needed
to navigate the complexities of finance. A collaborative and
responsible environment ensures that every team member
plays a vital role in client success.
In essence, FinArray's guiding philosophy hinges on
building lasting relationships, prioritizing transparency,
embracing innovation, and investing in its team. This client-
centric approach ensures that FinArray's success is
intrinsically linked to the success and well-being of its
clients.
Building a Winning Team: A Visionary Leadership
Biren, the leader behind FinArray's success, explains his
leadership philosophy, emphasizing a collaborative
approach that empowers individuals and unites the team
toward a shared vision.
Shared Purpose, Unwavering Commitment:
"A clear and compelling vision is essential," Biren states.
He believes in a vision that extends beyond financial
metrics, encompassing client satisfaction, innovation, and
ethical practices. This shared purpose becomes the guiding
light for every team member at FinArray.
Empowering Ownership:
FinArray fosters a culture of ownership. Biren explains,
"We encourage each team member to take ownership of
their work and contribute to the organization's success."
This empowers individuals, fosters a sense of responsibility,
and leads to a more engaged and motivated workforce.
Transparency: Building Trust
Open and transparent communication is the cornerstone of
FinArray's culture. By sharing information about goals,
challenges, and successes, Biren ensures that everyone feels
informed and connected to the company's broader
objectives.
Collaboration is Key:
FinArray values collaboration and knowledge-sharing.
"Teamwork isn't just about working together; it's about
growing together," Biren highlights. Cross-functional
collaboration is encouraged, leveraging diverse skills and
perspectives to achieve optimal results.
Lifelong Learning:
The financial world is constantly evolving. Biren recognizes
the importance of continuous learning. FinArray invests in
its team's professional development, providing
opportunities to enhance skills and stay current with
industry trends.
Celebrating Success:
Recognition and reward are fundamental to Biren's
leadership style. He emphasizes acknowledging individual
and team achievements. This fosters a positive and
motivating work environment, reinforcing the value of each
team member's contribution.
Biren's leadership approach revolves around creating a
culture where individuals feel valued, motivated, and
aligned with the company's vision. By fostering
collaboration, empowerment, and continuous learning,
FinArray builds a well-equipped team to tackle challenges
and achieve collective goals.
(24)

FinArray: Embracing Technology for a Smoother
Financial Journey
Biren emphasizes technology's central role in FinArray's
strategy. "Technology is at the forefront of everything we
do," he states. "It allows us to optimize services and stay
ahead in the digital age."
FinArray's commitment to technology is multifaceted,
impacting various aspects of its operations:
FinArray Insurance Portal: A Tech-Driven Solution
This innovative platform utilizes cutting-edge technology to
streamline insurance processes. Beyond simple digitization,
it offers user-friendly features that ensure exceptional
customer service. Clients can manage policies, access
bonus information, set reminders, and get assistance with
claims – all through a convenient online portal.
Mini Office Concept: Technology for Accessibility
FinArray's Mini Office concept exemplifies how technology
enhances accessibility.
By offering door-to-door services, they provide
convenience and utilize technology to ensure operational
efficiency. This innovative approach brings financial
services closer to people, making financial management
easier.
Comprehensive Reports: Transparency Powered by
Technology
Technology empowers FinArray to provide clients with
detailed reports on their financial portfolios. These reports
offer comprehensive information on investments, insurance
policies, and more, including snapshots, calendars,
summaries, and statements. FinArray's effective use of
technology facilitates this level of transparency.
Prioritizing Security in the Digital Age
Security is paramount in the digital world. FinArray
employs state-of-the-art security measures to safeguard
client data.
This includes robust encryption, secure online portals, and
continuous monitoring to prevent potential threats.
FinArray's commitment to technology extends beyond just
keeping pace; they strive to set industry standards and
provide clients with a technological edge in their financial
journey. By optimizing services through technology,
FinArray ensures it remains at the forefront of the digital
revolution in investment management.
Overcoming Challenges: FinArray's Strategy for
Unclaimed Policies and Dormant Funds
Biren acknowledges that challenges are inevitable in the
fast-paced world of investment management. He highlights
a particular instance where FinArray's team showcased
exceptional resilience and ingenuity: addressing the
widespread lack of awareness regarding unclaimed
insurance policies and dormant mutual funds.
Identifying the Gap:
The challenge arose from a significant knowledge gap.
Many clients were unaware of their existing investments,
leading to frustration and missed financial opportunities.
Crafting a Solution:
FinArray didn't shy away from the challenge. Their team
devised a multifaceted strategy to tackle it:

Comprehensive Awareness Campaign:
They launched a multi-pronged approach to educate clients
and the general public about managing and claiming their
investments.
Personalized Outreach:
Recognizing the need for a human touch, the team con-
tacted individuals directly, explaining the complexities of
unclaimed policies and dormant funds.
Tech for Transparency: FinArray leveraged technology to
amplify its message. Social media, email campaigns, and
informative webinars all contributed to raising awareness.
Additionally, the innovative FinArray Insurance Portal is a
crucial tool, educating clients about their specific policies
and investments and bridging the gap between individuals
and their financial assets.
Impact and Success:
The team's resilience, coupled with the strategic awareness
campaign, yielded positive results:
Reduced Unclaimed Policies:
Their efforts led to a significant reduction in unclaimed
insurance policies, ensuring individuals received the
benefits they were entitled to.
Reawakening Dormant Funds:
By combining a personal touch with digital outreach,
FinArray successfully reawakened dormant mutual funds,
transforming a challenge into an opportunity to empower
clients financially.
Biren's Golden Rules for Investment Management
Success
Biren shares his insights for aspiring entrepreneurs in the
dynamic world of investment management:
Build Trust, Deliver Value: Transparency, honesty, and
exceeding expectations are key to building lasting client
relationships.
Educate and Support: Empower clients with knowledge
and comprehensive after-sales services to ensure long-term
satisfaction.
Stay Informed and Adapt: Keep pace with market trends,
regulations, and technology. Embrace change to stay ahead.
Innovate and Be Flexible: Utilize technology and
innovative solutions to differentiate yourself in a competi-
tive market.
Assemble a Visionary Team: Surround yourself with a
team that shares your values to navigate complexities and
achieve collective success.
Prioritize Ethics: Uphold ethical practices for long-term
success. Trust and integrity are the cornerstones of this
industry.
Biren’s Vision for Shaping India's Investment Future
Biren outlines FinArray's unwavering commitment to
leaving a lasting mark on India's investment management
landscape:
Expanding Reach: FinArray plans to make financial
services accessible nationwide by expanding its innovative
Mini Office concept.
Tech-Driven Future: They aim to enhance their technolog-
ical capabilities further, offering even more seamless and
comprehensive solutions to meet evolving client needs.
Staying at the forefront of technological advancements will
allow them to provide cutting-edge services.
Client at the Core: FinArray envisions setting the standard
for personalized and transparent financial services. They
aim to go beyond traditional offerings and focus on each
client's holistic well-being.
Shaping the Industry: Through thought leadership and
continuous innovation, aspires to be a driving
FinArray
force in shaping the future of India's investment manage-
ment landscape. By influencing positive change and setting
new benchmarks, they aim to contribute to the overall
growth and development of the sector in India.
(26)

he Indian business landscape is undergoing a
Tremarkable transformation. Gone are the days
of following traditional models. In the rapidly
evolving landscape of Indian business, a new
generation of leaders is challenging traditional notions
of success.
A new breed of leader, the Indian Mavericks, is
emerging, redefining what it means to be successful in
the 21st century. These modern business leaders are
reshaping industries with their innovative approaches,
resilience, and commitment to creating a lasting impact
on society.
These mavericks are not your typical corporate titans.
They are driven by a different kind of ambition, one
that goes beyond just profit margins.
Here's how they're changing the game:
Beyond the Bottom Line: A Holistic Vision of
Success
For the Indian Mavericks, success isn't just about
How
Business
Leaders are
(28)

ﬁnancial gain. They understand the interconnectedness of
business and society. They prioritize factors like:
Sustainability: These leaders are champions of
environmental and social responsibility. They integrate
sustainable practices into their operations and advocate for
positive change across industries.
Social Impact: Many Indian Mavericks are actively
involved in social impact initiatives. They believe in
creating businesses that uplift communities and address
social challenges like poverty and inequality.
Empowerment: These leaders foster a culture of
empowerment within their organizations. They value
employee well-being, diversity, and inclusion, creating a
work environment that inspires innovation and growth.
Innovation at the Core
The Indian Mavericks are fearless innovators. They are
unafraid to challenge the status quo and embrace new
technologies and business models. This focus on innovation
fosters:
Disruption: These leaders are not afraid to disrupt
established industries. They identify new opportunities and
create solutions that address unmet needs.
Agility: They understand the fast-paced nature of the global
economy and are adaptable to changing market conditions.
Entrepreneurial Spirit: The Indian Mavericks encourage a
culture of risk-taking and experimentation within their
organizations. They believe in fostering a "startup
mentality" even within established businesses.
Leading by Example
Indian Mavericks are more than just visionary leaders; they
are role models. They lead by example, demonstrating the
values they espouse:
Transparency: These leaders are open and honest in their
communication, fostering trust and credibility with
stakeholders.
Authenticity: They are comfortable being themselves,
inspiring others to do the same and creating a more genuine
work environment.

Collaboration: In today's interconnected world,
collaboration is key. The Indian Mavericks foster strong
partnerships with other businesses, government agencies,
and social organizations.
One prominent example is Vijay Shekhar Sharma, the
founder and CEO of PayTM. His journey from a small
town to building one of India's largest fintech companies
exemplifies the power of vision and perseverance. Sharma's
ability to navigate challenges and disrupt the financial
services industry has set a new benchmark for
entrepreneurial success in India.
Similarly, Bhavish Aggarwal, the co-founder of Ola, has
revolutionized urban transportation in India. By leveraging
technology to address the unique challenges of the Indian
market, Aggarwal has positioned Ola as a leader in the ride-
sharing industry, demonstrating that success involves more
than just financial gains—it’s about improving the quality
of life for millions.
These leaders are not just focused on personal or corporate
success but are driven by a broader vision of societal
betterment. For instance, Mohnish Goel's venture,
Sakhyam, aims to connect children with India's rich
spiritual heritage through educational toys and books,
promoting holistic development and cultural awareness.
Moreover, the new wave of Indian entrepreneurs is
characterized by their adaptability and forward-thinking.
Companies like PharmEasy, co-founded by Dharmil Sheth
and Dhaval Shah, are transforming healthcare accessibility
through digital platforms, making essential services more
convenient and widespread.
The success of these modern business leaders lies in their
ability to blend innovation with purpose. They are
redefining success by integrating social responsibility into
their business models, ensuring that their growth
contributes positively to society. This shift is evident in the
rise of platforms like Urban Counsellor, which provides
affordable mental health services, breaking down barriers to
essential care.
The Future of Indian Business
The rise of the Indian Mavericks signifies a shift in
priorities for Indian businesses. They are moving away
from a purely profit-driven model and embracing a more
holistic definition of success. This shift has the potential to:
Position India as a Global Leader: By prioritizing
innovation, sustainability, and social impact, Indian
businesses can become a driving force for positive change
on a global scale.
Inspire the Next Generation: The Indian Mavericks are role
models for aspiring entrepreneurs. Their success stories will
inspire a new generation of business leaders to think
beyond the bottom line and create a more sustainable and
equitable future.
The Indian Mavericks are not just shaping the future of
Indian business; they are setting a new standard for success
for the world. They are setting new standards for what it
means to be successful in the modern business world. Their
stories of innovation, resilience, and social impact are
inspiring a new generation of entrepreneurs to think beyond
conventional success metrics and to strive for a more
inclusive and sustainable future.
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I N D I A

hink of your wealth as a mountain you build
Tthroughout your life. Storms (financial setbacks)
may threaten to erode its slopes, and economic
shifts may alter its landscape. However, just as a mountain
endures these challenges, your wealth should be built with
resilience in mind. Like the steady accumulation of rock
and sediment, your wealth should be ever-growing, forming
a solid base for your future. Through sunshine and snow
(good times and bad), your financial resources will serve as
a sturdy peak, providing security and stability for your life's
journey.
“At Cedrus Consultants Pvt. Ltd., we believe your wealth
should be an unwavering compass, guiding you through any
financial storm. That's why we offer ‘All-Weather
Investment’advice, tailored to navigate all market cycles,”
says the Founder, Nilesh S. Bajaj. “Our vision is to be
your ideal wealth partner, proactively understanding your
financial needs and orchestrating winning strategies. We
partner with you, not just for you, ensuring you achieve
your financial goals with clear and actionable solutions.”
“Our core values are the bedrock of your financial well-
being:
• Resilience: We stand strong with you, weathering any
market condition.
• Strength: Our expertise empowers you to make
informed financial decisions.
• Longevity: We're committed to your long-term financial
success.
• Beneficence: Your financial well-being is our guiding
principle.”
Nilesh spoke in an exclusive interview with CIOLook
India, the highlights of which are given ahead.
As a trailblazer in the investment management industry,
could you take us back to the beginning of your jour-
ney? What motivated you to step into this dynamic
field?
The idea called Cedrus was born in 2007 when I left my
lucrative job in an MNC bank to incorporate a solutions-
oriented investment advisory profession unheard in those
days. In those days, investment products were sold more
than recommended based on investors' needs and require-
ments, which led to rampant mis-selling by intermediaries.
Investors were provided transaction-based advice as and
when funds were available. There was no holistic advisory
concept whereby one proactively engages with the investor
and understands his needs and requirements and risk-taking
ability. Today, we offer financial planning and Wealth
Management Solutions to more than 900 families collec-
tively managing upward of ₹2500 crores of Assets under
advisory. We are also SEBI Registered Investment Advisors
providing pure fee-only advice.
Cedrus has emerged as one of India's best investment
management companies. Could you share the guiding
philosophy that has propelled your organization's
success?
I strongly believe that values determine the success of any
organization, and we have some guiding principles which
we will never bypass, even at the cost of business.
Consultants Pvt. Ltd.
Your Trusted Navigator to A Secure Financial Future
(32)

Nilesh S. Bajaj
Founder
Cedrus Consultants Pvt. Ltd.

At Cedrus, we believe in the “Investor First” philosophy,
which puts our investor's success before our success. We
strongly engage with our investors and have wanted to
participate with them in their wealth creation journey for
generations, which we call the “Cradle to grave” approach.
We have some investment philosophies like the “All
Weather investments” and “Principal Protection” philoso-
phies, whereby we advise on investments resilient to market
movements and stable portfolios. We also endeavour to
protect investors' wealth by not taking undue risks. These
are some of the guiding philosophies that have not only
made us successful but also helped our investors create
more sustainable wealth.
The investment management landscape is continually
evolving. How do you ensure that Cedrus remains
adaptable and ahead of industry trends, providing
innovative solutions to your clients?
When we started with a clear solution-based advisory
approach, it was unheard of and way ahead of time. Even
today, we have continuously adapted to continuous
regulatory changes and thrived. We constantly study new
ideas and products and how they can add value to investors.
Our solution-based strategies have ensured that investors
have always invested in instruments to help them achieve
their financial goals. Digitization has enabled us to throw
new challenges, which we have adapted by providing
paperless transactions, a touch-of-the-click reporting of
reports to investors, and regular engagement in online or in-
person periodic reviews. This has added stickiness to our
investors and has given us many new investors through
referrals.
Your leadership style is often recognized as a driving
force behind your company's achievements. Could you
shed light on your approach to leadership and team
building within the organization?
We at Cedrus always believe in transparency, which is what
we practice by having an open office culture where ideas
and creativity thrive. Our young team provides us much
flexibility when adapting to new technologies and
regulations. I have a participative style of leadership, which
has provided a free flow of information and feedback
among employees.
The essence of investment management lies in seamless
operations and enhancing the business ecosystem and
industrial efficiency. How does your company strike a
balance between operational proficiency and client
expectations?
Operations are the backbone of this industry, and we have
always upgraded systems in line with new regulations and
changes in the government's operational guidelines.
Investors require regular updates, convenience, and hassle-
free transactions. We have built a robust system that
provides a seamless experience for investors in their
transaction, reporting, and engagement requirements.
In the realm of investment management, technology
plays a pivotal role in enhancing efficiency. How does
your company leverage technology to optimize its
services and stay ahead in a digital age?
Technology has been a major disruptor, and any player who
hasn’t embraced it hasn’t grown on par with the industry.
We at Cedrus believe that technology can enhance our
Being an SEBI Registered Investment
Advisor providing pure fee-only
advice, today we offer financial
planning and Wealth Management
Solu ons to more than 900 families
collec vely managing upward of
₹2500 crores of Asset under advisory.
(34)

engagement with investors as well as give investors real-
time investment updates at the click of a button. We
actively have virtual meetings with our investors, making
engagement more efficient. The Cedrus App provides real-
time updates on their portfolios and markets. Paperless and
convenient transactions are possible with a best-in-class
technology platform, which helps individuals to transact
from any part of the globe.
The workforce is the cornerstone of any successful
organization. How does your company foster a culture
of growth, skill development, and empowerment among
its employees?
Cedrus has a young and vibrant work culture. We do not
believe that only formal education can help individuals
excel in their careers. We have regular training and skill
development workshops to ensure employees are ahead of
the curve. We have a flat organization with an open-door
culture that has fostered employees' creativity. We have an
employee stock option scheme for our core resources, who
are now stakeholders, not just employees.
As a leader in India's investment management sector,
your company has likely faced its share of challenges.
Could you share an instance where your team's resil-
ience and ingenuity triumphed over adversity?
Robo Advisors and online platforms have disrupted this
industry, which was earlier more focused on personal
connections. During COVID-19, when the markets fell, our
team individually spoke to investors and handheld them to
make the right decisions, which was impossible for Robo
Advisors. This helped investors make the right decisions
and not lose out by cashing out when the markets were low.
Your experience in the investment management niche
has made you a stalwart amongst your peers. What is
your advice to budding entrepreneurs aspiring to
venture into the niche?
With wealth being created in India, there is a huge opportu-
nity for entrepreneurs to manage it. There is a huge
opportunity for young budding individuals who can take
this as a career. My advice to them would be to work on
behalf of the investors with honesty and integrity. Build this
profession patiently and participate in investors' wealth
creation journey. Like health, wealth should be handled
responsibly by advisors, as wrong decisions could adversely
impact investors.
Looking to the future, what is your vision for Cedrus
Consultants? How do you aspire to continue making a
significant impact on India's investment management
landscape?
We have a 17-year legacy with an impeccable track record,
which would help us grow in an environment where wealth
will be created at a faster pace in the future. We need to
continue doing the right things and avoid mistakes. We need
a team that shares the same values that have helped us
grow. Technological advancement, bespoke advisory
solutions, and investor engagement would help us grow to
the next level of participation not only among investors but
also in India’s wealth creation journey.
For more information, please click
https://cedruswealth.com/index.php, connect at
mygoal@cedruswealth.com, or call +91 20 2995 0067, +91
8459993509.

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