Litesh N Khona B.com, CFP^CM, QPFP has Rich Experience of More than 30 Years in Financial Services. We are known for our Deep Understanding of the Different Financial Asset Classes, Distribution Practices, and Challenges.

We Carry a Tradition Since 3 Generations for Quality Service, Ethics, Integrity, Honesty, Trust, Loyalty that is More than 76 Years Strong, & We View Every Point of Contact with You as an Opportunity to Extend that Reputation. By Listening to You, & Understanding Your Needs, We Develop Unbiased Comprehensive & Customized Personal Finance Solutions that Meet & Exceed your Expectations.

We Always Believe in Mentoring the Client Not from the Point of View of any Personal Benefits but by what is the Good for the Client. We Mentor our Clients from the Perspective of Creating a Long-Term Relationship that Lasts Generations. There are Many Families which used to Plan from My Grandfather, Father, & are our Clients to this Day.

At Litesh N Khona We Believe in The Power of Blending Experience with Innovation. We Are Proud to Introduce A New Chapter in Our Journey as Urmil Litesh Khona (4^th Generation) Joins the Firm on Feb 2022 He has Complete his B.A in Visual Effects (Vfx) From Middlesex University London & Also has Completed Qualified Personal Finance Professional ( QPFP ) Certification Since 2023.

Bringing Fresh Ideas & A Modern Approach to The Way We Help Clients Navigate Their Financial Futures. While We Remain Deeply Rooted in The Values & Principles That Have Made Us A Trusted Name, Urmil Litesh Khona Adds A Forward-Thinking Perspective to The Business. With A Deep Understanding of The Latest Trends in Financial Technology & Investment Strategies, He Is Committed to Enhancing Our Offerings & Providing Clients with The Tools & Insights They Need in Today’s Fast-Evolving Market.

Together, We Are Blending the Best of Both Worlds: The Wisdom That Comes from Years of Experience & The Energy of New, Innovative Thinking.