Our Team
Inderpreet Kaur Daga
Founder and Managing Director
Inderpeet’s commitment to holistic client servicing and fundamental belief in creating the long term value is the cornerstone of the organization. With over 20 years of experience in investment advisory, relationship management, capital markets and her never say die attitude has helped hundreds of local and International investors to achieve their financial plan in a realistic way. She is known to develop income generating strategies with minimized risk.
An advisor to many corporates on Insurance consultancy, Inheritance planning, and wealth advisory services.
Moinuddin Asgar Ali
Executive Director
Moinuddin graduated from Bangalore University with a postgraduate degree in marketing and finance. With more than 21 years of expertise in banking, wealth management, and portfolio consolidation, he launched his own business in 2015 by developing and establishing ITrust Global. He has vast experience in NRI Wealth Management and Global Product Offerings, having worked for major financial institutions like Standard Chartered Bank and ICICI Prudential. He oversees important client portfolios with clients in the Middle East and India using a variety of international offshore instruments and holds the Portfolio Management Services Distributors Certification and Mutual Fund Distributors Certification. He is an AMFI-certified member of the Investment Committee and is in charge of analyzing new product offerings and the whitelisting of funds provided by global asset management firms.20
Monali Vijay Pingle
Director
Monali is a distinguished financial professional with over 17 years of experience in wealth management, insurance advisory, and financial planning.
Throughout her career, she has been committed to helping clients make informed financial decisions that secure their future and create long-term prosperity. Her expertise lies in understanding individual aspirations and designing tailored solutions that balance growth, protection, and legacy planning. Recognized for her integrity, client-centric approach, and dedication to excellence, Monali continues to build lasting relationships while guiding clients toward financial confidence and success.