Promiseline
Strategic Financial Advisory
Yagnesh
I am Yagnesh Jani, Co-founder of Promiseline, with over 12 years of distinguished experience in branch banking and financial consulting. Throughout my career, I have had the privilege of advising a highly esteemed clientele comprising High-Net-Worth and Ultra-High-Net-Worth Individuals, Prominent industrialists, Celebrated sportspersons, Entertainment icons, Non-Resident Indians, and Senior government officials.
Academically, I hold an MBA in Finance and a Post Graduate Diploma in Strategic Management, which have equipped me with both the technical acumen and strategic foresight to navigate the ever-evolving financial landscape. These foundations, combined with real-world experience, empower me to deliver nuanced, forward-thinking financial solutions tailored to the complex needs of elite individuals and businesses.
At Promiseline, we specialize in bespoke advisory across Loan structuring, Wealth management, Compliance, Risk mitigation, and Digital banking solutions. Our ethos is rooted in Discretion, Integrity, and a Relentless commitment to Excellence.
We do not merely provide financial services — we cultivate enduring partnerships built on trust, insight, and a shared vision for sustainable success.
Durgesh
I am Durgesh Singh, Co-founder of Promiseline, with over 13 years of comprehensive experience in the financial services domain with a robust background in financial advisory and strategic client management. My professional trajectory spans over a decade, during which I have had the honour of working with a diverse and discerning clientele — including Wealth creators, Global entrepreneurs, Legacy business families, NRIs, Public figures, and Policy influencers.
My academic credentials include an MBA with a specialisation in HR & Marketing and PG in Psychology, which have laid a strong analytical and leadership foundation. This qualification, complemented by hands-on experience, enable me to craft high-impact financial strategies that balance precision, foresight, and innovation.
At Promiseline, my focus lies in architecting Comprehensive financial frameworks — spanning Capital advisory, Asset optimization, Regulatory navigation, and Digitally driven banking solutions. Every engagement is treated with the utmost discretion, diligence, and an unwavering commitment to the client's long-term vision.
We view ourselves not merely as consultants, but as strategic allies — fostering growth, stability, and legacy through intelligent financial counsel.
Our Vision
To be the most trusted financial advisory partner for discerning individuals and business leaders, delivering insightful, tailored, and enduring financial strategies that enable lasting prosperity and legacy.
Our Mission
To empower high-net-worth individuals, business owners, and global professionals through expert financial guidance across Wealth management, Credit advisory, Compliance, and Tax advisory. We strive to simplify financial complexity and deliver value with integrity, foresight, and a personalized approach.
Our Goals
- To consistently exceed client expectations through bespoke, data-driven financial solutions.
- To build long-term relationships based on trust, transparency, and performance.
- To remain at the forefront of industry innovation and digital transformation in financial services.
- To ensure the highest standards of regulatory compliance and ethical conduct.
- To expand our presence across key financial hubs while retaining our personalized boutique advisory ethos.
Core Values
- Integrity – We uphold transparency, honesty, and ethics in every interaction.
- Trust – Building long-lasting relationships through reliability and discretion.
- Excellence – Commitment to delivering top-tier service and continuous improvement.
- Innovation – Adopting cutting-edge solutions to stay ahead in a dynamic financial landscape.
- Client Success – Your success is our priority. We measure our growth by the milestones our clients achieve.