Prakash Modi started his career as a financial advisor, helping people plan their investments, savings, and retirement. Under his leadership, Modi Investments has grown to become one of the most respected and reputed financial services companies in the country. The company has a team of over 500 professionals, who manage over 4,000 individual and corporate accounts, with a total assets under management of over Rs. 50 crores. The company offers a range of products and services, such as mutual funds, equities, derivatives, insurance, wealth management, portfolio management, and financial planning.

With over two decades of experience as a Stockbroker and Chief Insurance Advisor, Uttam Modi has dedicated his career to empowering individuals and families with financial security and peace of mind. His expertise lies in crafting tailored solutions across investments, insurance, and wealth management, ensuring his clients achieve their financial goals with confidence. As a trusted advisor, Uttam Modi has facilitated investments in LIC of India policies, mutual funds, and health insurance plans with leading providers like Manipal Cigna and Star Health. He is honored to have received the prestigious Fastest TOT award from LIC, recognizing his commitment to excellence and client success.

Ayush Modi is a financial analyst who has recently joined his family firm, Modi Investments, as a portfolio manager. He has cleared all the CFA exams and ha has experience in the Big Four accounting firms, where he worked on various projects involving M&A, valuation, due diligence, and advisory services for clients across different sectors and geographies. He is looking forward to applying his expertise and experience to help the clients achieve their financial goals with personalized and holistic advice.