Our Team

Suraj Betkikar {B.E, PGDM, CFPCM} & Peter Arjun Rebelo {B.Com (Hons), PGDM} leads our team. Both are alumni of Goa Institute of Management, a premier Indian management institute.

The team members are certified by:

  • •  Financial Planning Standards Board of India and holds the Certified Financial PlannerCM qualification [CFPCM]
  • •  Association of Mutual funds of India (AMFI)
  • •  NSE’s Certification in Financial Markets (NCFM) in Capital Markets, Derivatives & Depository Services
  • •  BSE certification for Capital Markets
  • •  Insurance Regulatory Development Authority (IRDA)

Our team has built expertise over years of experience and has successfully helped clients manage and protect their wealth.

The Milestone team is dedicated to managing your wealth, at your pace and convenience.