Our Team

Trainer and Business Coach

Vikas is a Certified Financial Planner, MBA – Finance and also holds PG in financial planning; Vikas has been connected with the financial services industry for over 16 years. He is the Co-Founder & CEO of ‘Goalchi Capital Services LLP’, a leading boutique wealth management company in India.

He has worked with leading Asset Management Company and has mentored 1500+ IFAs and Relationship Managers across different cities in India. He has helped more than 10000+ Investors across India to get educated in the field of Personal Finance through his Financial Wellness programs. His training programs have been re-moulding financial advisors & Investor behaviour and have led IFAs & Investors to prosper and lead a better life.

Vikas has been aggressively coaching and transforming financial advisors across various parts of India. His consultative approach has helped advisors and put them on a path to success.

Vikas also shares his views on financial planning and other personal finance-related subjects in various newspapers/ magazines.

Amit, a MBA – Finance graduate from Institute of Management Technology, co-founded The Logical Advisor in 2016 with Vikas. Amit has over 14 years of experience in Financial Markets and Asset Management space.

Along with being at the helm of The Logical Advisor, he is also the co-founder of ‘‘Goalchi Capital Services LLP’. With Vikas, he is on a road map to fulfill their company’s mission and objectives. Amit has a flair for Information Technology and he has been handholding financial advisors in improving their lives through adoption of technology. He is the brain-child behind technology adoptions across both their firms – Goalchi Capital Services LLP & The Logical Advisor.

Mr. Lokesh Bhola has completed his Masters in Law, Bachelors in Law (Hons.), P.G. Diploma in Corporate Law & Management as well as Certificate Course on Intellectual Property Rights. Besides being advisor with The Logical Advisor, Lokesh is Managing Partner of a Law Firm ‘Legal Icons’ based out of South Delhi. He has completed 15 years of practice and has been handling Dispute Resolution practice. Lokesh has been extensively involved in advising and imparting legal advisory services to several renowned corporates in Real Estate & Infrastructure, Retail Industry, Pharmaceuticals and Health sectors as well as High Net worth Individuals (HNIs) in Real Estate Sector. He has authored many articles on different legal topics, which were published in renowned legal journals and magazines. He has also been an active participant as well as speaker in various legal conferences on contemporary legal topics.

Mr. Parmod Kumar Marwah, is a Chartered Accountant & senior Industry veteran. Mr Marwah has over 41 years of Industry Experience and is the founder of PK Marwah and Company (founded in October 2004). After completing his CA in the year 1979, Mr Marwah worked in Finance and Taxation with a host of reputed companies. His last assignment was as Head – Finance with a leading export house dealing in export of readymade garments, textiles, and home furnishings to most of the reputed buyers in USA and Europe. As an Advisor, Mr Marwah is an integral part of The Logical Advisor and coaches financial advisor and investors on various financial matters ranging from accounts to taxation.