About Us

about
about milestone

Leading Financial
Consulting Company

Milestone Global Moneymart (P) Ltd established in March 2006, earlier with the name of Milestone Portfolio Consultants (P) Ltd, proudly offers a comprehensive suite of saving, investment and insurance products across asset classes, which provide income and wealth creation opportunities to our large retail customer base of 5.5K live accounts. Our strengths lie in delivering simple and accessible investment products for the average household. Client’s satisfaction was, is, and always will be the driving force to give you the best services we got.

We got nationally accredited by the BSE StarMF platform for the highest number of Fresh SIP on one day with 2058 SIP(s). We are currently managing 200+ Cr AUM (Assets under Management). We have our client base all around the globe and continuously expanding to 3 branches. We can offer multiple products - Mutual Funds, Insurance - General, health and life, direct equity ( stock market), Fixed Deposits, Loans etc. with a rapidly expanding array of products and service range.

Pramod Kumar (Co-Founder And Managing Director)

Pramod Kumar, Co-Founder and Managing Director of the company has been involved in the financial industry since 1990. He has been a MDRT qualifier for three continuous years and achiever of numerous awards and acclamation. He is a firm believer of half knowledge is more dangerous than ignorance, that’s why every member of team is trained time-to-time to keep them up-to-date with the compliance, products and market related views. He works hard to make every member of his team to be competent and confident of his knowledge. Pramod Kumar has cleared NISM CPE ( Level 2), NISM V-A, IRDAI exam.

Mona Bhutani (Co-Founder and CEO)

Mona Bhutani is Co-Founder and CEO – Insurance and Fixed Deposit vertical of Milestone Global Moneymart. She has done M.sc from Delhi University in Zoology, NISM V-A, NISM CPE (Level 1) and IRDAI Exam. She is also taking care of the corporate insurance business.

Vilakshan Bhutani (Executive Director and CEO)

Vilakshan Bhutani, Executive Director and CEO – Investments is taking care of Direct Equity vertical and Operations team of Mutual fund and HR Department. Vilakshan is a B. Tech Graduate in Biochemical Engineering from GGSIPU, Dwarka and is currently pursuing MBA from ISB, Hyderabad. Vilakshan is heading a team of 8 people to manage and resolve all queries of investors of Direct Equity and resolve all operational queries of Mutual Fund.

Ved P Sharma (Chief Operating Officer)

As Chief Operating Officer of Milestone Global Moneymart, Ved Prakash Sharma is head of Mutual fund and Insurance vertical’s Operation department. He is working with us since 2010 managing all transactions of mutual fund with a team for 5 highly capable individuals. Ved P Sharma is handling all three branches of our organization from operations perspective. We are proud to have him within our team to cater all investor relations with utmost care and resolving all queries in real time.

Sagar Maini (Vice President - Investments division)

Sagar is in Investments division of Milestone Global Moneymart as Vice President. He has been working with us since 2014 and has moved his way up to this title with hard work, determination and sincerity towards his clients and our organization. He has post-graduation in MCA and have qualified NISM V-A exam. Sincerity of Sagar Maini is evident from being available for all queries 24*7*365 hours with a bright attitude and astonishing energy levels. He is heading a team of 5 distributed across three branches – Delhi, Ferozepur (Punjab) and Sonipat (Haryana).

Amit Arora (Vice President - Insurance division)

Amit Arora, Vice President is taking care of Insurance division of Milestone Global Moneymart. Amit Arora is handling our insurance cases from Life Insurance, Health Insurance, Motor Insurance, and other corporate products. He is working with us since 2014 and is efficiently managing every fresh policy, renewal and insurance claims.