To be the most trusted partner of any individual or institutional investor for achieving his financial goal.


To use a well researched process to help our clients achieve their financial objectives, by providing them the most appropriate solutions to their financial needs. Facilitate access to a wide variety of asset classes from India and the world. Create awareness for the need for financial planning. Raise the respect for financial advisory as a profession and financial advisor as a service provider in the eyes of the investors.

Umesh Shukla (Executive Director)
Umesh Shukla has been in the field of Investment Advisory since 1983. In 1983 he became a Mutual Fund Advisor with UTI. In 1987 he was selected to be the Chief Representative of Valsad District in UTI Mutual Fund. In 1995 he became the first Franchisee of UTI Mutual Fund. He rose to be the Business Development Associate for Valsad district.

He heads Investment Mall. He has built the organisation on the pillars of trust, transparency and unbiased consulting. Investment Mall offers all the investment avenues, traditional as well as new generation, on a single rack.

His firm has its presence in South Gujarat covering important centres and has a client base of more than 7000 households. He is a pioneer to have introduced the concept of goal-based Financial Planning in this region. He has a team of CFP certified professionals who have been managing clients and their portfolios based on the concept of Comprehensive Financial Planning.

Umesh is associated with the initiatives of Customer and IFA education in South Gujarat for more than 12 years.

He was a Chairman Club member of LIC for many years. He has received the all-India Business Development topper award several times from UTI. He received 'Growth Champion Award of the Year' for two categories –Highest growth in investor folios and highest new SIPs in the Wealth Forum Advisors Awards, 2010. He was also nominated for CNBC Best Financial Advisor Award.

Gokul Parekh (Vice-President)
Gokul has a rich experience spanning more than 15 years in the Personal Finance domain. His passion and ability to learn helped him grow very fast in Investment Mall, one of the leading South Gujarat-based wealth management firms. Today he leads a team of financial planners there. He also handles the entire operational activities of Investment Mall.

A Certified Financial Planner himself, he has immense practical knowledge about comprehensive financial planning as well as taxation. He brings with him a deep understanding of financial products like mutual funds, insurance and portfolio management services. He has been part of the prestigious HDFC Standard Life Million Dollar Round Table (MDRT) team.

Rajiv Singh (Chief Operating Officer)
Rajiv has recently joined I-CAN Financial Solutions as Chief Operating Officer. He looks after the complete operations setup helping the team in activities ranging from servicing of potential clients, processing of applications to providing effective solutions to the customer's financial requirements in the most efficient and cost-effective way.

He interacts regularly with the Asset Management Companies keeping up with the sales process and operation related updates to align I-CAN's strategies to deliver the best offerings in the market. He is involved keenly in the business development process with the management to take I-CAN to greater heights keeping in mind its long-term vision and mission.

Earlier, Rajiv has spent three years working with Schlumberger Oilfield Services as a Mechanical Wireline Sustaining Engineer. During his stint with the best organization in its industry, he worked on multiple projects in Pune and Paris, leading a team of mechanical designers to provide solutions for failures in oilfield tools and implementing the respective changes in the manufacturing process, focusing on delivering resolute quality through consistent standards and processes.

He holds a degree for Bachelor of Technology in Mechanical Engineering from Veermata Jijabai Technological Institute (V.J.T.I.), Mumbai and a Post Graduate Diploma in Management from IIM Indore.

Mentored by
Sanjay Sinha (Founder Citrus Advisors)
Sanjay was till recently the CEO of L&T Mutual Fund which was known as DBS Chola Mutual Fund before it was acquired by L&T Finance in January 2010. During his 3 year stint with the company, he has managed to grow the assets under management fivefold. Before joining DBS Cholamandalam Asset Management in September 2008, Sanjay was the Chief Investment Officer at SBI Mutual Funds.

He started his career with UTI AMC Pvt. Ltd. and was with them for over 16 years. Funds managed by him were the first few funds from UTI that won awards for their performance. Sanjay joined SBI Funds Management in 2005 (a joint venture between SBI and Societe General Asset Management (SGAM)). During this tenure, the Fund House won 34 awards in a span of 3 years i.e. from 2005 - 08 for the performance of its funds. In this period funds managed by SBI Funds Management grew from Rs 6500 crs to Rs 36000 crs.

He has managed the entire spectrum of equity funds - from exchange traded fund, index funds, diversified equity to sector funds. In UTI he has also had hands on experience in sales and marketing and operations in the initial part of his stint. He, therefore, has the unique distinction of having an experience in all the three key areas of functioning of a mutual fund - mobilization of funds, investments and investor servicing.

He is an Honours Graduate in Economics from University of Delhi and a Post Graduate from IIM Calcutta.

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Citrus Interactive intends to provide a platform to all three stakeholders in the wealth management industry – Manufacturers, Investors and Distributors to communicate with each other in a more effective manner. The website carries enriching content in the form of in-depth mutual fund reviews, exhaustive scheme information, tools and calculators. It also brings to viewers latest information on investment products, economy news, live markets news, opinion polls and views of experts. Investor queries are answered by a team of experts and discussions are facilitated on the Discussion Board.

We were looking for financial advisory services for a long time - a firm that would dynamically structure our investment portfolio, be approachable and provide continued market analysis. We have found our ideal partners in ‘I-CAN Financial Solutions’. They have understood our family requirements very well and created solutions, which have consistently beaten the benchmarks. They have an excellent research team who tracks our portfolio diligently. They have won our trust and respect because of their professionalism and sound ethical practices

Sanjay Gupta
CEO - PB Lifestyle

I-CAN has a good team of professionals who have guided me very effectively to manage my investments. The team is efficient and has the desire and experience to deliver high standard of service with full transparency

Saurabh Verma
Chief Risk Officer (CRO) -  Reliance Industries Ltd.

My experience with I-CAN has been extremely good. They always strive to provide unique solutions to my problems. I really like their online platform as it helps me to understand my investments better at all point of times. Also I find their daily newsletters very informative and interesting

Anuraag Pandey
Famous RJ - Fever 104 FM

Have been associated with I-CAN for less than a year and could not have asked for a better partner to advise on the correct investment opportunities. The hands-on approach, well researched and indepth knowledge of the market, “sound and measured approach in line with the given risk appetite of the client is what the I-CAN team get to the table”. It is a pleasure recommending I-CAN and look forward to a long standing relationship with the "A" team

Vishal Khullar
Global Sales Director - GSK Consumer healthcare

Rs.5000 per month can do wonders for you!