Our Members

Qualifications Details : MBA, CFP

Organisation Name : Moat Wealth Advisors

Nature Of Business : Independent Financial Advisor, Mutual Fund Distributor, Distributor of other financial products(deposits, shares, insurance, loans, PMS,etc)

City/Area Of Location : Mumbai

Products Offered : Mutual funds, PMS, Stock advisory, Fixed deposits, Life insurance, Health insurance

Services Offered : Financial planning and wealth management

Biography

I have been working in the finance field since 14 years now. I have been a strong proponent for honest unbiased advise. The main reason for starting this professional practise has been to make a difference in people’s lives by being a catalyst to make them achieve their goals.

Favourite books –
A)coffee can investing
B) cashflow quadrant
C) rich dad poor dad

No. Of Families Served : 1800

Total Assets Under advisory (In Crores): 240

Website/Blog : www.moatwealth.com

Other Areas Of Expertise : Spreading financial literacy

Hobbies : Music, travelling and comedy

Qualifications : BE, MBA

Qualification Name : Karmayog Knowledge Academy

Nature Of Business : Trainer/Consultant, Author

City/Area Of Location : Mumbai

Services Offered : Trainings, Content writing

Biography

He is a student of life and a student for life. Still learning. The more he learns, the more he realise how little he knows. The list of favourite books is rather long, but at the top would be the Bhagvad Geeta.

Website/Blog : www.amittrivedi.in 

Hobbies : Hindi Films (only watching), Hindi Film songs (only listening), Reading books, Meeting friends, Going for long walks

Qualifications Details : B.Com. MBA(MMS), CFP

Organisation Name : FinCare

Nature Of Business : Independent Financial Advisor, Mutual Fund Distributor, Distributor of other financial products(deposits, shares, insurance, loans, PMS,etc), Trainer/Consultant, Content marketing for financial institutions and advisors

City/Area Of Location : Mumbai(Charni Road / Opera House)

Products Offered : Mutual Funds, Life Insurance, Indian and international health insurance, P2P, Bonds, Fixed deposits, PMS, listed and unlisted equity shares, structured products, etc.

Services Offered : Goal/need based investing, Will writing and estate planning, financial coaching and seminars

Biography

Anand’s professional journey began with his personal passion for investing in the equity market to create long term wealth. This evolved to his professional pursuit of 360° money management for his clients and financial literacy for all. Having worked with top brokerage firms and banks in the country, Anand founded FinCare to provide his unique blend of an ethical approach, independent thinking, personal care and customised solutions to his clients.
A staunch vegetarian and a budding vegan, Anand also offers cruelty-free investment solutions to interested clients through his AhinsakWealth initiative.
His efforts in spreading financial literacy have resulted in over a million views of his answers on Quora.
Anand is an avid reader and a movie buff.
His favourite quote is: “Money is a terrible master but an excellent servant”.

No. Of Families Served : 22

Website/Blog : Fincare.co.in, MoneykaDoctor.com,Ahinsakwealth.com

Other Areas Of Expertise : Content writing, Proof reading, text- to-speech recording for the visually challenged(pro bono)

Hobbies : Reading, writing, attending mushayaras, playing table tennis

Qualifications Details : B.Com, CFP

Organisation Name : Plan for Life

Nature Of Business : Mutual Fund Distributor, Distributor of other financial products(deposits, shares, insurance, loans, PMS,etc)

City/Area Of Location : Mumbai (Dahisar West)

Products Offered :MF, Insurance, PMS and AIF

Services Offered : Life Planning

Biography

If I were to ask myself who is Anil? I would say – born curious by nature and wants to learn different subjects instead of being a specialist. After graduating I joined a small advertising firm called ‘Urja Communications’, where my boss asked me to go to Bihar School of Yoga for a month’s training before starting my job. This one month of training helped me look at my life holistically indeed and taught me that there is more to life than just chasing money. After working for 3 years at Urja I realised that I have to upgrade my skills to grow in my career. I then did my media planning course from Mudra Institute of Communication, Ahmedabad (MICA) and was absorbed by Mudra Communications, Mumbai. It’s here that I spent most of my advertising career, launching the first cellular phone service in India – Max Touch now known as Vodaphone Idea and was also a part of the launch of “Reliance Infocomm’ by Mukesh Ambani. In my last assignment with Lintas India, Mumbai where I was handling the financial cell with brands like UTI AMC, Tata Capital and Tata Mutual Fund etc. I was acquainted to CFP Certification. After spending close to 2 decades in the world of Advertising and Media, I wanted to slow down and I pursued this opportunity as a switch in my career so that I could henceforth live life on my terms. 10 years down the line, I am enjoying every bit of this noble profession and helping my clients live their life in the manner they always perceived it, by taking care of their finances. In the words of Nick Murray I am voyaging towards advisor’s professional and personal true north: where Clients become friends, and friends become Clients.

No. Of Families Served : 41

Total Assets Under advisory (In Crores): 30

Hobbies : Reading book on various subjects

Qualifications Details : M.Com, CFP, CWM

Organisation Name : Prospero Wealth Management Pvt. Ltd

Nature Of Business : Independent Financial Advisor, Mutual Fund Distributor, Distributor of other financial products(deposits, shares, insurance, loans, PMS,etc), Trainer/Consultant

City/Area Of Location : Mumbai ,Ratnagiri

Products Offered : Mutual Funds, Life Insurance, General Insurance, Home Loans, Fixed Deposits, NCDs, RBI Bonds, Stocks

Services Offered : Comprehensive Financial Planning , Will Writing

Biography

I love connecting with people, help them to grow in life. There are so many people around us whose life can be improved with little attention and help from someone like us. I guess that is my WHY. The first book which I read about 20 years back is Retire Young, Retire Rich. This changed the way of looking at life, then I read all Robert Kiyosaki’s book. I made wonderful friends in this journey. Some of them are my collougue, some are clients. Life has been very beautiful. I am really grateful to God for the overall journey.

No. Of Families Served : 300

Total Assets Under advisory (In Crores): 80

Website/Blog : www.prosperomoney.net

Hobbies : Cooking, Playing badminton, Reading

Qualifications Details : CA, CFP, CFM

Organisation Name : Arvind Rao & Associates

Nature Of Business : Independent Financial Advisor

City/Area Of Location : Mumbai (Chembur)

Products Offered : Mutual Funds, insurance, FDs

Services Offered : Cash flow management, Tax advisory, Tax filing, Business advisory, Business setup

Biography

A Chartered Accountant and CFP by profession and a problem-solver by heart. Arvind has been actively engaged in helping people and businesses improve their holistic MoneyHabits over the last 15 years. In this quest, he has been sharing his knowledge and experience with people via Print and Media, implementable solutions and via publications. Income-tax and cash-flow mapping hold a special place in his heart.

Some of my favourite books are:

The Professional – by Subroto Bagchi
Leading Professional Service Firms – by HBR

in Fiction, – i enjoy reading thrillers by David Baldacci, Frederick Forsyth and John Grisham

No. Of Families Served : 200

Total Assets Under advisory (In Crores): 75

Hobbies : Music, Badminton

Qualifications Details : BA,LLB

Organisation Name : Bharati consultancy

Nature Of Business : Independent Financial Advisor, Distributor of other financial products(deposits, shares, insurance, loans, PMS,etc)

City/Area Of Location : Mumbai , Pune

Products Offered : Mutual funds,Insurance,FDs

Services Offered : Goal Based Planning ,Will Writing,Tax Planning

Biography

I have always had an entrepreneurial spirit leading me to help my father in his welding business before I got married and after that once my daughter was old enough I began my own crockery business. But certain setbacks in that business taught me the importance of financial planner and today I am proud to have helped at least 150 families plan their financial future and shape their investments to prepare for any adversities that life might throw their way. I currently live in Mumbai but have clients all around the world who have made me a part of their extended families for which I can’t thank them enough.

No. Of Families Served : 150

Other Areas Of Expertise : Digital Media

Hobbies : Travelling,Swimming,Reading Books

Qualifications Details : B.Com Graduate, CFP

Organisation Name : Simplify Investments LLP

Nature Of Business : Financial Services

City/Area Of Location : Mumbai (Andheri East)

Products Offered : Mutual Funds, insurance, fixed income

Services Offered : Comprehensive Financial Planning

Biography

Certified Financial Planner with an experience of 10 years in the financial services space
Bharti Punjabi provides customised services & solutions to her clients.
After completing her Graduation in Commerce & Certification from Financial Planning Standard Board-India (affiliated by FPSB USA) Bharti worked with over 100 client families towards nurturing financial lives.
Using a holistic approach & adding life to financial planning, her focus is to understand you, your family,your objectives & act as a facilitator to help you achieve your life & financial goals.
She is passionate about spreading financial awareness various aspect like cash-flow
management, Investment planning, retirement & tax planning. She is currently operating out of Mumbai office catering to clients across the country & NRI clients as well.

No. Of Families Served : 50

Website/Blog : www.bhartipunjabi.com “

Hobbies : Reading, Cycling, Colouring, Cooking

Qualifications Details : PGMBA, MFSM, CFP

Organisation Name : Ghalla Bhansali Stock Brokers Pvt Ltd

Nature Of Business : Mutual Fund Distributor

City/Area Of Location : Mumbai

Products Offered : MF, Corporate FD/NCD, Insurane (Life & General), PMS, AIF, Structured Products, P2P

Services Offered : 10 Minutes FP

Biography

Bhavesh Bhatt is Vice President at Ghalla Bhansali Stock Brokers Pvt. Ltd. engaged in the distribution of Mutual Funds and Insurance since a decade. He earned his Masters in Financial Services Management from Mumbai University, PGDBM from MET & is a Certified Financial Planner from FPSB India. His perspective is enriched by work experience of more than two decades in diverse fields spanning Hospitality, Finance, Automobiles, Mutual Funds, and Insurance. Karate, in which he represented India in his youth, has shaped his diligent work ethic and his can-do attitude allowing him to take life’s challenges in his stride while delivering optimal outcomes for his clients. He likes Stephen Covey, Robin Sharma, Richard Thaler and keen learner of Shreemad Bhagwad Geeta.

No. Of Families Served : 2000+

Other Areas Of Expertise : Hospitality

Hobbies : Martial Arts, Traveling

Qualifications Details : Bachelor of Commerce, Master in Business Adminstration, CFP

Organisation Name : Plan2Prosper OPC Pvt Ltd

Nature Of Business : Mutual Fund Distributor

City/Area Of Location : Mumbai (Thane)

Products Offered : Mutual funds, Insurance, Structured Products, Derivatives, Gold Bonds

Services Offered : Comprehensive Financial Planning, Insurance Audit

Biography

I am just a normal woman from humble backgrounds. After BCom and MBA I started off selling trucks (for TATA Motors) and moved to financial services accidentally. I learnt about the CFP certification from Outlook Money magazine back in 2005 and signed up to do the course. I worked in wealth management firms, got thrown up and beaten down in 2008, tried my hand at entrepreneurship and failed, went back to working for a company for 5 years and stumbled upon going it alone out of reluctance to travel in Mumbai trains. The last 4 years have been the most fulfilling part of my career as I grew from a single woman team to a 6 member team handling 120 client families. Blessed to have a supportive family, great mentors and extremely forgiving clients. I enjoy reading (much less these days), cooking with my son and travelling with my jolly good life partner.

No. Of Families Served : 120

Total Assets Under advisory (In Crores) : 50

Website/Blog : www.plan2prosper.in

Other Areas Of Expertise : Content creation, training, video blogging

Hobbies : Reading, cooking, blogging

Qualifications Details : M.Sc, PGDBM- Operation & Marketing, CPCM Certification, CFP, AMFI Registered

Organisation Name : Vriddhi Financial Consultants

Nature Of Business : Mutual Fund Distributor, Distributor of other financial products(deposits, shares, insurance, loans, PMS,etc), Trainer/Consultant

City/Area Of Location : Mumbai

Products Offered : Mutual funds

Services Offered :  Goal based planning, Financial planning to

Biography

I have done M.Sc. in Analytical chemistry and worked in pharma company for 17 years. I am gold medalist in CPCM Certification course jointly offered by BSE & Jamnalal Bajaj Institute of Management, This course inspired me to come in this field. I am AMFI registered Mutual fund distributor, also hold CFP cortication. Along with this I am also holding Basic Life planner certification from The Kinder Institute of Life Planning, USA.
We deal in services offering various financial & Investments products like Mutual Fund, Insurance, Bonds etc. We also conduct Investor Awareness camp for Employees in companies.

No. Of Families Served : 200

Other Areas Of Expertise : Learning New things, visiting new places

Hobbies : Music, watching movie

Qualifications Details : MMS Finance

Organisation Name : The Money Managers

Nature Of Business : Independent Financial Advisor, Mutual Fund Distributor, Distributor of other financial products(deposits, shares, insurance, loans, PMS,etc)

City/Area Of Location : Mumbai (Santacruz)

Products Offered : Mutual funds, Equity broking, Insurance, Corporate fixed deposits, PMS, AIF

Services Offered : Financial planning, distribution of all financial products, insurance advisory

Biography

I’m an entrepreneur, a mother, a travel enthusiast and the founder of The Money Managers. My 15 year journey in the financial markets has made me get a deep understanding on how managing behaviour is more important than managing money. I have been lately focusing on women and helping them take charge of their investments. I have conducted more than 100 investor awareness programmes and kept my passion towards education alive.

No. Of Families Served : 150

Total Assets Under advisory (In Crores) : 150

Website/Blog : www.themoneymanagers.in

Other Areas Of Expertise : IAPs, advising women

Hobbies : Travelling, running, painting

Qualifications Details : M. Com, LLB, CFP

Organisation Name : Life N More Financial Planning Services

Nature Of Business : Mutual Fund Distributor, Distributor of other financial products(deposits, shares, insurance, loans, PMS,etc)

City/Area Of Location : Mumbai

Products Offered : Mutual Funds, Bonds, FDs, Life Insurance, Stocks

Services Offered : Comprehensive Financial Planning and Execution

Biography

We help people get More out of Life ! through Professional Financial Planning. My favourite book is It can only get Better by Tony Gordon

No. Of Families Served : 120

Total Assets Under advisory (In Crores): 250

Website/Blog : www.lifenmore.com

Other Areas Of Expertise : Listening to music

Hobbies : Travelling, Reading

Qualifications Details : CA, CPA, FRM, LLB

Organisation Name : GoalSIP.com

Nature Of Business : Independent Financial Advisor, Mutual Fund Distributor, Tax Consultant, Direct Stocks Consultants

City/Area Of Location : Mumbai

Products Offered : Mutual Funds, FDs, Insurance & Direct Stocks

Services Offered : Tax planning, Financial planning, Will writing, Contract review

Biography

I am chartered account by profession and have been the financial planning space for the past 6 six. My major focus are of interest is mutual funds, equities and macro economics.

No. Of Families Served : 100

Total Assets Under advisory (In Crores): 280

Website/Blog : www.goalsip.com

Other Areas Of Expertise : Taxation, business consultancy

Hobbies : Reading, Travelling, Trekking, Running

Qualifications Details : MMS (Fin), CFP

Organisation Name : A Cutting Edge

Nature Of Business : Employee of a financial planner

City/Area Of Location : Mumbai

Products Offered : Plethora of products like FD, Bonds, Mutual Funds, Direct Equity, Insurance

Services Offered : Comprehensive Financial Planning

Biography

One trait that I possess as a person is that of being a listener. This has helped me immensely in our practice. As an organisation we believe that finance is more about emotions than about money. Thus we believe in understanding clients ‘relationship with money’ before advising them.

No. Of Families Served : 80-100

Website/Blog : www.gauravmashruwala.com

Hobbies : Cooking, Art & Craft

Qualifications Details : CFA, CAIA, ICFA

Organisation Name :Etica Wealth Management (P) Ltd

Nature Of Business : Mutual Fund Distributor, Distributor of other financial products(deposits, shares, insurance, loans, PMS,etc), Trainer/Consultant

City/Area Of Location : Mumbai, New Delhi, Surat, Kolkata, Jorhat

Products Offered : Mutual Funds, Insurance, Demat, etc.

Services Offered : Comprehensive Financial Planning

Biography

Hi, I’m Gajendra Kothari, One Idiot, an Avid long term investor, financial advisor, a tech lover, an entrepreneur, columnist & a passionate financial literacy campaigner.en years back, a 33 min short movie titled “One Idiot” completely changed my life. While we all have been hugely inspired by the super successful Bollywood flick “3 Idiots”, I found my calling in One Idiot. Yes, in the next ten years, I would like the world to call me One Idiot. An Idiot who has achieved Rs 100 crs wealth by making his money work hard for him. An Idiot who lives his life on his terms without worrying about money anymore. An idiot who wants to simplify personal finance for a layperson in the world that sells complexity.

The idea behind becoming One Idiot is to inspire the youth of our country to achieve financial freedom. My passion is to create financial awareness amongst every citizen. I have so far empowered more than 25,000 participants in the last 16 years by conducting more than 200 investor awareness sessions in the areas of Personal Finance.

I have been hugely inspired by all the books of Nick Murray, Rich Dad Poor Dad, and the Richest Man in Babylon.

No. Of Families Served : 1350

Total Assets Under advisory (In Crores) : 750

Website/Blog : www.oneidiot.in

Other Areas Of Expertise : Tech lover

Hobbies : Quizzing, Travelling, Reading books, watching Plays Plays

Qualifications Details : CFP

Organisation Name : S9 Financial Planners

Nature Of Business : Distributor of other financial products(deposits, shares, insurance, loans, PMS,etc)

City/Area Of Location : Mumbai,Bengaluru,Pune

Products Offered : MF, Insurance ,Direct Equity

Services Offered : Comprehensive Financial Planning

Biography

Started S9 in 2011 along with 4 college friends 3 of them CA & Prasad who’s CFP. Favorite books :- Monk who sold his Ferrari, Stay hungry Stay foolish, Inner Engineering, Rich Dad Poor Dad.

No. Of Families Served : 600

Total Assets Under advisory (In Crores): 72

Other Areas Of Expertise : Digital content creation

Hobbies : Cricket,Trekking, Cooking,Meditation

Qualifications Details : BE, PGDM

Organisation Name : Finwise Personal Finance Solutions

Nature Of Business : Independent Financial Advisor

City/Area Of Location : Mumbai

Products/Services Offered : Mutual Funds, Insurance, PMSs, Derivatives, P2P

Services Offered : Comprehensive financial plans, portfolio reviews, goal based plans

Biography

Two quotes that best describe me are – “I may not have gone where I intended to go, but I think I have ended up where I needed to be – Douglas Adams”, & “The reasonable man adapts himself to the world, the unreasonable one persists in trying to adapt the world to himself. Therefore all progress depends on the unreasonable man – George Bernard Shaw”. The last 25 years have been exhilarating and where I am and what I am doing today is built upon the experiences that I have sought and had over these years. It has been a hugely satisfying journey, culminating in our building a practice through which we make a material change for the better in people’s financial well-being. A few books along the journey that have helped me shaped my thoughts and beliefs Rich Dad, Poor Dad – Robert Kiyosaki Man’s Search for Meaning – Viktor E Frankl Mindset – Carol Dweck Fooled By Randomness – Nassim N Taleb.

No. Of Families Served : 60

Website/Blog : www.finwise.in

Other Areas Of Expertise : Operations & Marketing, Customer Experience

Hobbies : Reading, Running, Road-trips to new places

Qualifications Details : B.Com, PGDFM

Organisation Name : W2D Wealth Managers

Nature Of Business : Mutual Fund Distributor, Distributor of other financial products(deposits, shares, insurance, loans, PMS,etc)

City/Area Of Location : Gujarat (Vadodara)

Products Offered : Mutual Funds Insurance Bonds

Services Offered : Financial Planning and Distribution

Biography

Started my career way back in 2002. Worked with various Private and MNC Banks. My stint with Banking has given me some very important lessons and experiences some of which were very harsh and some very useful learnings. Mostly extrovert in Nature and a very emotional person. For me relationships comes above everything in life.

No. Of Families Served : 511

Total Assets Under advisory (In Crores): 70

Other Areas Of Expertise : Cricket and Running

Hobbies : Music , Gardening

Qualifications Details : B.Com ,C.F.P

Organisation Name : Tyche Financial Planners

Nature Of Business : Independent Financial Advisor, Mutual Fund Distributor, Distributor of other financial products(deposits, shares, insurance, loans, PMS,etc)

City/Area Of Location : Mumbai

Products Offered : Mutual Funds, Insurance, Fixed Deposits

Services Offered : Financial Planning

Biography

Hiren is co-founder and financial advisor in Tyche Financial Planners. He stepped into the field of financial services in the year 2000. Since 2011, he has been qualifying each year at MDRT (Million Dollar Round Table), a global association of the world’s leading life insurance and financial services professionals. He is now a CERTIFIED FINANCIAL PLANNERCM , a prestigious financial planning qualification recognised & respected worldwide by individuals, professionals and industry. As rightly said, passion isn’t just about career and money. Well for Hiren, it w was a rightful choice of career & passion to see people achieve financial freedom. Looking up to his father who always did the talking as a financial advisor, he restates that services are half rendered if it lacks the human quotient to it. With his expertise in the financial sector, he simply loves to help people achieve financial peace of mind.

No. Of Families Served : 150

Total Assets Under advisory (In Crores): 25

Website/Blog : https://www.tychefp.com/

Qualifications Details : B.Com

Organisation Name : Daftari Investment

Nature Of Business : Mutual Fund Distributor, Distributor of other financial products(deposits, shares, insurance, loans, PMS,etc)

City/Area Of Location : Mumbai,Gujarat

Products Offered : Mutual Funds, Insurance

Services Offered : Goal Base Financial Planning

Biography

I started my careet as an insurance Agent in 198 & have spend over last 3 decades in the field of financial advisory. My company Daftari Investment provides services across spectrum which includes need based financial planning, insurance, Mutual funds, loans, investing in bonds.
as a endeavour to upgrade my knowledge, i pursued CFP in 2009 and after that my focus area has been need based financial planning and risk based asset allocation for my clients.
i have found my inspiration in many books but would like to mention Seven Habits of Highly Effective People by Stephen covey and Bhagwat Gita as most influential texts.

No. Of Families Served : 300

Total Assets Under advisory (In Crores): 45

Hobbies : Reading, Travelling

Qualifications Details : CFP, RIA

Organisation Name : Full Circle Financial Planners and Advisors

Nature Of Business : Registered Investment Advisor(RIA)

City/Area Of Location : Mumbai

Products Offered : Mutual Funds, Insurance, Fixed Income products

Services Offered : Comprehensive Financial Planning and Investment Advisory

Biography

Based in Mumbai, he has been in the financial field since the past 15 years. Kalpesh offers dedicated Personal Financial Planning and Investment Advisory services to individuals and families residing in India and NRIs based globally. He regularly features on Personal Finance shows on various television channels.   Apart from this, he contributes articles on Financial Awareness and Financial Planning to business newspapers and digital media.Kalpesh has also authored ‘Yours Financially’ a fictional personal finance based story of two couples with a bollywood undertone which makes it a compelling read. He also makes presentations to schools and colleges which stress the importance of inculcating Financial Awareness among students from an early age. His firm belief is that Financial Awareness is a necessity for every earning Individual at any stage of his life. Kalpesh is an avid cinema and cricket lover.

No. Of Families Served : 60

Website/Blog : www.fullcirclefpa.com

Other Areas Of Expertise : Communication skills, Networking, Imparting Financial Awareness

Hobbies : Movies, Cricket

Qualifications Details : BSC, MBA, LLB, CFP

Organisation Name : Transcend

Nature Of Business : Independent Financial Advisor, Mutual Fund Distributor, Distributor of other financial products(deposits, shares, insurance, loans, PMS,etc), Trainer/Consultant

City/Area Of Location : Mumbai

Products Offered : Mutual Funds, Equity, Life Insurance, Health Insurance, Fixed Deposits, Bonds

Services Offered : FP, Legal, Tax

Biography

Trying to find the “Why” in everything we do; food, religion, philosophy and everywhere else. Some books I like; Start with Why, Jonathan Livingstone Seagull, Inner Engineering, What Clients Love, Blue Ocean

No. Of Families Served : 200

Total Assets Under advisory (In Crores): 100

Website/Blog : www.transcendwealthmanagement.com

Other Areas Of Expertise : Climate Finance, Smart City, Law

Hobbies : Science Fiction Movies

Qualifications Details : CWM

Organisation Name : Plantrich Consultancy LLP

Nature Of Business : Independent Financial Advisor, Mutual Fund Distributor, Distributor of other financial products(deposits, shares, insurance, loans, PMS,etc), Trainer/Consultant

City/Area Of Location : Mumbai

Products Offered : Everything that is required in client portfolio

Services Offered : Financial planning, Wealth management

Biography

Khyati Mashru Vasani
Chartered Wealth Manager
Founder & Chief Financial Coach
Plantrich & VAMA PLANTRICH LLP

An Entrepreneur, financial columnist, influencer in personal finance who’s specialises in discovering financial DNAs of family. Expertly acting as a CFO to more than 350 families. Passionately driven by the mission of helping people rewrite their moneystory for over a decade now. Regular columnists at 3 regional daily news papers, winner of “Young innovator in finance” by international women leaders forum!

No. Of Families Served : 300

Total Assets Under advisory (In Crores): 1

Website/Blog : www.plantrich.in

Other Areas Of Expertise : Fitness, Music, Counselling, Spreading Optimism all across.

Hobbies : Reading, Healthy Cooking, Music, Philosophical conversation, Debates.

Qualifications Details : MMS, CFP

Organisation Name : Kiran Telang

Nature Of Business : Registered Investment Advisor(RIA)

City/Area Of Location : Mumbai

Website/Blog : http://www.kirantelang.com/

Qualifications Details : B.Sc. Math, MBA, CFP, CIWM, FERM

Organisation Name : SREdupro Pvt. Ltd.

Nature Of Business : Trainer/Consultant

City/Area Of Location : Mumbai (Kandivali East)

Products Offered : Mutual Funds & Structured Products

Services Offered : Investment Planning

Biography

I started my first job 16 years back after I dropped out of engineering and moved to mainstream graduation in mathematics. Have worked across Financial KPOs, NBFC and 2 failed entrepreneurship attempts before I could make it to this.

Today I lead an educational initiative SREdupro Pvt Ltd. which manages brands like Ambition Learning Solutions, Financial Planning Academy, Pass4Sure and StreetsAhead. Present across 17 cities through physical centres, 252 consultant trainers and offering a wide range of programs from Personal Finance, accounting to everything in capital markets.

No. Of Families Served : 1100

Website/Blog : www.sredupro.com

Other Areas Of Expertise : Politics, Traveling, Fitness

Qualifications : CFP

Organisation Name : Self-employed

Nature Of Business : Trainer/Consultant

City/Area Of Location :  Mumbai, Ahmedabad

Services Offered : Team Workshops & Financial Trainings

Biography

He is a Corporate Trainer & Consultant. He is a Certified Financial Planner & Chartered Wealth Manager with over a decade of experience in Accounts & Finance combined. As of June 2020, he has delivered 79 Trainings & Workshops to 2,726 Participants over 853 Hours. Below is a gist of his motives:

•  Help Seekers @LiveFulfillingLife with #WorkLifeMatrix
•  Make Financial Planners’ files & data communicate professionally by using #EveryDayTools
•  Make Investors’ money work hard for them with #PersonalFinanceWorkshops

Milind is a member of Financial Planners Study Circle Group, Mumbai. He is an empanelled trainer with Educational Institutes like BSE Institute Ltd, CIEL, Omlet Global School etc. He is also invited by B-Schools as a Guest Faculty to conduct sessions on Financial Planning & Wealth Management.

Qualifications Details : B.Com(FM), M.Com, CFP

Organisation Name : SOLUFIN Financial Planners

Nature Of Business : Independent Financial Advisor

City/Area Of Location : Mumbai

Products Offered : Mutual funds, Insurance, Company deposits, Gold, etc.

Services Offered : Comprehensive financial planning, Will drafting, investment planning, insurance planning, goal planning

Biography

Mohini found herself in the field of financial planning very early on in her life and is one of the youngest financial planners in the country. After working with a financial planner for 2 years, she started off her own consultancy over 4 years ago. She is pursuing law currently. She loves interacting with people, sharing thoughts and solving problems which makes her a very good fit for the profession she has chosen. She is a self-confessed dog-lover, and likes spending time with family and friends. She is keenly exploring her interest in writing and is actively involved in various capacities with various financial advisory professional associations like Network FP and the FP Study Circle.

No. Of Families Served : 50

Total Assets Under advisory (In Crores): 15

Website/Blog : www.solufinfp.com

Other Areas Of Expertise : Writing, Content creation, Law, Public Speaking

Hobbies : Watching web series, writing, music

Qualifications Details : B.Com., Certified Retirement Adviser, Certified Investment Adviser

Organisation Name : Circle Wealth Advisors P. Ltd.

Nature Of Business : Fee-only Wealth Management and Advisory

City/Area Of Location : Mumbai

Products Offered : Mutual Funds with active management, Need-based PMS

Services Offered : Entire family wealth management along with Financial Planning and Tax Harvesting cum advisory, Real Estate Advisory

Biography

I help executives in senior management positions with annual family income above INR 50L to accumulate, grow and manage their wealth in a tax efficient manner so that they can focus what they value the most in their life.

Our core principle at Circle Wealth Advisors P. Ltd. is to become CFO to the individual family and manage their entire financial activity, so that the family is not bothered. This includes, but not limited to, tax filing coordination, risk management, loan management, negotiating with financial institutions for better deals, goal planning, cash flow management, among others. We also actively focus on tax harvesting, so that the overall tax outgo is reduced.

No. Of Families Served : 104

Total Assets Under advisory (In Crores) : 125

Website/Blog : www.cwa.co.in

Other Areas Of Expertise : Comprehensive Financial Planning

Qualification Details : CFP, CA, LLB, RFC

Organisation Name : Fasttrack Financial Planners

Nature Of Business : Independent Financial Advisor, Mutual Fund Distributor, Distributor of other financial products(deposits, shares, insurance, loans, PMS,etc)

City :  Mumbai (Marine Lines)

Products Offered : Mutual Funds, Insurance, Physical to Demat for shares

Services Offered : CA/CS/LAW/FINANCE

Biography

Chartered Accountant and Lawyer by qualification, but his market research background of interviewing people prompted him to practice Financial Planning. With more than 15 years’ experience he is fortunate to be in a noble profession where he gets into the clients shoes understands their pain and tries and gives unbiased advice. He provides a gamut of services in the field of Accounts, finance, Law and personal Finance. Strive to be a one-stop shop for all your financial needs.

No. Of Families Served : 400

Total Assets Under advisory (In Crores) : 100

Website/Blog : www.fasttrackfp.com

Other Areas Of Expertise :Conversion of Physical Shares to Demat, Taxation of Corporate Employees

Hobbies : Watching TV

Qualifications Details : B.Sc., P.G.D.M. (Finance)

Organisation Name : W2D Wealth Managers

Nature Of Business : Independent Financial Advisor, Mutual Fund Distributor, Distributor of other financial products(deposits, shares, insurance, loans, PMS,etc), Trainer/Consultant

City/Area Of Location : Gujarat (Vadodara)

Products Offered : Mutual Funds, Alternate Products, International Products, Advisory on Life and General Insurance

Services Offered : Financial Planning and execution through various Financial Instruments

Biography

A multi-faceted and multi-skilled person, I have a 360 degrees view to the world of investments, especially Mutual Funds (MFs). I have spent over 20 years in the MF Industry, working as a Corporate Treasury Manager investing in MFs, a MF Employee with one of the largest companies in the world – Franklin Templeton,My a Trainer / Public speaker having conducted over 400 Literacy programmes and addressed over 50,000 attendees on behalf of various MFs. I am also a Financial Advisor / Mutual Fund Distributor, while being a Mutual Fund Investor personally all these years.

I use my knowledge of the world of investments, ability to connect with people and presentation skills to spread Financial Literacy across the masses. I use the same knowledge and experience in managing Wealth for High Net worth Individuals.

In addition to helping people improve their financial lives, I am actively involved with the Art of Living Foundation, run Half-Marathons, am a big Music buff, love reading John Grisham and am an ardent Formula-1 and a Ferrari fan!

My mission statement in Life is “To help people improve their Financial and Spiritual Lives.”

No. Of Families Served : 300

Total Assets Under advisory (In Crores): 70

Website/Blog : w2dwealthmanagers.blogspot.com

Other Areas Of Expertise : Analytics, Writing, Editing, Organizing, Leading, Public Service, Spirituality

Hobbies : Music, Reading, Sports, Cooking

Qualifications Details : MMS (MBA in Finance)

Organisation Name : PineFortune Investments

Nature Of Business : Mutual Fund Distributor, Distributor of other financial products(deposits, shares, insurance, loans, PMS,etc)

City/Area Of Location : Mumbai

Products Offered : Mutual Funds, Corporate Fixed Deposits, Bonds

Services Offered : Financial Planning

Biography

I am a person who would under promise and over deliver and stay committed to my words. Would want the client and me to be in a Win Win situation. Her favourite books are Rich Dad Poor Dad and Freedom at Midnight.

No. Of Families Served : 278

Total Assets Under advisory (In Crores) : 70

Website/Blog : www.pinefortunes.com

Other Areas Of Expertise : Nutrition, Ayurveda , little of Politics

Hobbies : Traveling, Cooking, Reading

Qualifications Details : MBA, CFP

Organisation Name : Fynomics

Nature Of Business : Independent Financial Advisor, Mutual Fund Distributor, Distributor of other financial products(deposits, shares, insurance, loans, PMS,etc), Trainer/Consultant

City/Area Of Location : Navi Mumbai

Products Offered : Mutual Funds, Insurance, PMS, Loans

Services Offered : Financial planning , documents’ alignment

Biography

Nisha has also done the Life Planning course from Kinder Institute of Life Planning aong with an MBA in Finance and Marketing and CFP. She is passionate about personal finance and has vast experience is various facets of this field of over 14 years. She is a financial literacy enthusiast, has a penchant for swimming and is an avid traveller

No. Of Families Served : 50

Total Assets Under advisory (In Crores): 75

Other Areas Of Expertise : Insurance and Relationship Management

Organisation Name : Nimit Consultancy

City/Area Of Location : Mumbai

Products Offered : Mutual Funds, PMS, AIF, Insurance Consultancy , Tax Consultancy , Salary Structuring Consultancy

Services Offered : Personal Tax Planning ,Tax Advisory, Business Consulting , Financial Analysis

Qualifications Details : MBA

Organisation Name : Fundvaliz

Nature Of Business : Mutual Fund Distributor, Distributor of other financial products(deposits, shares, insurance, loans, PMS,etc)

City/Area Of Location : Mumbai (Lower Parel)

Products Offered : Mutual Fund, PMS, AIF, Structured Products, Insurance, Stocks

No. Of Families Served : 1000

Total Assets Under advisory (In Crores): 800

Website/Blog : www.fundvaliz.com

Other Areas Of Expertise : Product Structuring

Hobbies : Boardgames, Reading, Movies

Qualifications Details : M.Com, CFP, CWM

Organisation Name : Integrated Wealth Management Pvt Ltd

Nature Of Business : Independent Financial Advisor, Mutual Fund Distributor, Distributor of other financial products(deposits, shares, insurance, loans, PMS,etc)

City/Area Of Location : Mumbai

Products Offered : Mutual Funds, FDs, PMS, P2P, Insurance

Services Offered : Comprehensive FP, Goal Based FP

Biography

I will just take a minute to introduce myself and what motivated me to be in this practice of personal finance and help families make goal based investment decisions.
I come from a Business Family and have seen how stressful it is for people to manage their money.
Since I was able to manage my business money, I could connect to their situation and I started helping them.
It soon occurred to me that this is something that I enjoy doing it and I decided to make it as my career choice. I studied further and completed my Certified Financial Planner Certification. In order to get experience, I joined one of the top most private Indian Bank.
This was an eye opener to me, as on the first day of my job I was asked to sell an insurance policy to a 61 year old man who really did not required it. I understood that this is not the place for me and I need to work independently to help people and families.
I moved out of a great organisation, studied further and have been helping families, business owners and senior citizens since the last 10 Years.
I live in Mumbai with my parents, wife and lovely twin boys.

No. Of Families Served : Approx 220

Total Assets Under advisory (In Crores) : 45

Website/Blog : www.integratedwealth.co.in

Other Areas Of Expertise : I am a very good Proof Reader, can point out printing spelling mistakes very fast.

Hobbies : Watching Tennis, Cricket & Love Driving for long hours.

Qualifications Details : BSc, MBA

Organisation Name : Finwise Personal Finance Solutions

Nature Of Business : Independent Financial Advisor

City/Area Of Location : Mumbai

Products Offered : Mutual Funds, PMS, P2P, Term Insurance

Services Offered : Comprehensive Financial Planning, Wills

Biography

Career wise all my decisions have been by chance rather than choice. I stumbled upon sales and took to it very easily. When I decided to quit the rat race and do something meaningful and fulfilling, financial planning looked appropriate, and the journey of walking with people and nudging them towards financial well-being has been supremely satisfying. The contentment which I get from work is unparalleled and I feel fortunate to be closely involved with so many people and their lives. Meeting new people and interacting extensively with them is something which keeps me in top spirits.

No. Of Families Served : 60

Website/Blog : www.finwise.in

Other Areas Of Expertise : Sales & Marketing

Hobbies : Cooking

Qualifications Details : MBA (Finance), CFP

Organisation Name : Priyanka Wealth Advisors

Nature Of Business : Independent Financial Advisor, Mutual Fund Distributor, Distributor of other financial products(deposits, shares, insurance, loans, PMS,etc)

City/Area Of Location : Mumbai (Powai, Thane)

Products Offered : Mutual Funds, Insurance, PMS, Corporate Deposits

Services Offered : Comprehensive Financial Planning, Will Writing, IT Returns filing

Biography

I am a second generation entrepreneur in the investment advisory business started by my father. Joined the business in 2012 after working with CMIE (Center for Monitoring Indian Economy) & CRISIL as a research analyst. We had our Powai office since 1999 and started the Thane Office in 2014. I have always been interested in finance and started investing with my first pay cheque.
As a financial planner, I believe in the simple motto -‘It’s important to balance your savings and expenses’. My motto translates to my services and I have always inspired my clients to be diligent with their investments.

No. Of Families Served : 750

Total Assets Under advisory (In Crores): 90

Website/Blog : Www.priyankawa.com

Other Areas Of Expertise : Digital Media

Hobbies : Reading & Travelling

Qualifications Details : R.F.C., NISM XA, Cert.Goal Planner AAFM

Organisation Name : Sampat Investments

Nature Of Business : Mutual Fund Distributor, Distributor of other financial products(deposits, shares, insurance, loans, PMS,etc), Trainer/Consultant

City/Area Of Location : Mumbai(Andheri, Vile Parle, Santacruz, Khar, Bandra)

Products Offered : MF & Insurance.

Services Offered : WILL EXECUTION.

Biography

Priyesh, works to inspire people to take informed life decisions beyond numbers.

He work’s in the premium segment of the society & majority of his clients are working professionals.

His articles has been published in Mid Day & Hindustan Times as Personal Finance Expert, He has been quoted in Economic Times Wealth Cover Story as Personal Finance Expert too.

He was interviewed by Tele News Asia, Singapore for his views on the infamous Paradise Papers.

Many of his articles have been published on Finance Professionals Websites.

Since 2009 Priyesh, has trained more than One Thousand Financial professionals.

Priyesh has been frequently invited to speak across the country on the subject’s of Personal Finance / Wealth Management / Estate Planning at Institute of Chartered Accountants, National Institute of Securities Markets, various Chartered Accountants Study Circle’s, Mutual Funds Round Table Conference , International Business Network Group, LIC, HSBC, TCS etc…..

No. Of Families Served : 247

Total Assets Under advisory (In Crores): 45

Website/Blog : www.sampatinvestments.com

Other Areas Of Expertise : Estate Planning & Execution.

Hobbies : Stand Up.

Qualifications Details : PGDBM, RLP

Organisation Name : Advent Financial

Nature Of Business : Registered Investment Advisor(RIA)

City/Area Of Location : Mumbai

Products Offered : MF, ETFs, Bonds, Insurance, International Funds, PMS, AIF, etc

Services Offered : Life Planning, Financial Planning, Wealth Management

Biography

“Who Moved My Cheese” was one of the earliest books I read and which influenced my thinking in a significant way. Since the time I decided to pursue a career in financial services, I have endeavoured to look ahead, continually learn and upgrade my skills and knowledge in order to stay relevant in a consistently and rapidly changing marketplace. I am currently pursuing the CFA program and participate in a variety of webinars and workshops besides reading work related and myriad stuff for a minimum of 2-3 hours a day. In my practice, my two biggest focus areas are life centred financial planning and global asset allocation through a variety of investment vehicles. Some of my all time favourite books include Fountainhead, Man’s Search for Meaning, The Gifts of Imperfection, Ikigai and Flow.

No. Of Families Served : 50

Website/Blog : www.adventfa.com

Other Areas Of Expertise : Reading, Want to learn coding in Python

Hobbies : Music, Movies, Video Games

Qualifications Details : CA CFP

Organisation Name : LifeStrategies

Nature Of Business : MFD ( Mutual Fund Distributor )

City/Area Of Location : Mumbai

Products Offered : MF,Insurance ,Stocks ,PMS

Biography

No. Of Families Served : 70

Total Assets Under advisory (In Crores) :  80 Cr ( in distribution )

Website/Blog : www.lifestrategies.in

Other Areas Of Expertise : Life Planning, Checking out Healthy Recipes, Watching Motivational Videos

Hobbies : Reading, Watching Movies

Qualifications Details : CA,CFP

Organisation Name : Gada & Haria Financial Planners Pvt Ltd

Nature Of Business : Independent Financial Advisor, Mutual Fund Distributor, Distributor of other financial products(deposits, insurance, loans, PMS,etc), Tax Planning

City/Area Of Location : Mumbai

Products Offered : MF, FD/Bond/NCD etc, Life Insurance, PMS

Services Offered : Will writing , Tax Planning

Biography

Rajesh Gada is a qualified Chartered Accountant and “Certified Financial Planner” with specialization in Tax Planning, investment & insurance with more than 25 years of experience.
He regularly conducts various seminars & workshops on the subject of Life Insurance, Retirement Planning, and Financial Planning & Wealth Management etc.
Rajesh believes in the motto of continuous learning and participates in number of educational seminars to gain professional knowledge as well as he participates in various events/seminar to explore life and spirituality. He is a voracious reader and love to read on business management, leadership, motivation, politics, economy, social science and good governance. He loves listening to song and ghazal and watching movies & dramas and enjoys being with nature.
He is also actively involved as a volunteer in spreading awareness & guiding people about “The Right to Information Act.”

Total Assets Under advisory (In Crores): 200

Website/Blog : www.gadaharia.com

Other Areas Of Expertise : Volunteer for Right to Information (RTI) Act, Good Governance

Hobbies : Reading

Qualifications Details : B.com, LUTCF, AFP, IRDA / AMFI / NCFM / IIM Indore Certified

Organisation Name : Mondial MMX Financial Consultants Pvt Ltd

Nature Of Business : Mutual Fund Distributor, Distributor of other financial products(deposits, shares, insurance, loans, PMS,etc)

City/Area Of Location : Mumbai (Kandivali)

Products Offered : Mutual Funds, PMS, AIF, INSURANCE(LIFE-GIC), P2P, PROPERTY, LOANS

Services Offered : Comprehensive Financial Planning/ Will wirting

Biography

Rtn Chetan Joshi, promoter director of MONDIAL MMX Financial, has more than two Decades of experience in Financial field & more then 21 years of experience on the technology front. He is one of rare breed of person to have deep knowledge & hands on experience in the field of Finance & Technology both.
On Finance front, he has been helping his clients to take right decision about their finances through his Life Goal planning practice. He has been instrumental in designing “7 pearl Methodology” for Life Goal planning practiced by MONDIAL MMX Financial. A 19 years veteran in this field, he has got many accreditation to his credit like AFP, LUTCF, NCFM, certificate of Life Insurance College, MDP from IIM-Indore and many more. He has been a member of MDRT USA, a Premier association of financial professionals, since 2007. He makes sure to attend the conferences of MDRT at USA & CANADA every year to keep himself updated about the latest in the world of financial markets.

No. of Families Served : 895

Total Assets Under advisory (In Crores): 100

Website/Blog : www.mondialmmx.com

Other Areas Of Expertise : Society Service through Rotary

Hobbies : Travelling

Qualifications Details : CFP, B.A. (Sociology) from Mumbai University, DIP in Hotel Management from IHMCT&AN, Mumbai

Nature Of Business : Mutual Fund Distributor, Distributor of other financial products(deposits, shares, insurance, loans, PMS,etc), Trainer/Consultant

City/Area Of Location : Mumbai

Products Offered : Mutul Funds, Life and Health Insurance, Bonds and NCDs, Fixed Deposits and Small Savings schemes

Services Offered : Products (as mentioned above)

Biography

I am a hospitality professional by academic qualification and have worked with one of India’s top hotel chain groups for 5 years. Thereafter, I made a conscious decision, to switch over to financial services to follow my passion in this domain. I started providing insurance and mutual fund services and managed to build a loyal customer base for my services. Qualifying as a CFP was the next step in my career progression. The need to offer holistic financial services to my clients was the driving force for me. The joy of assisting my clients to plan and work towards their financial independence has been the biggest motivation and satisfaction for me. I look forward to setting up a successful practice, serving my clients diligently, efficiently and with integrity. I believe in continuous learning and value addition to myself and my clients. Reading is one of my hobbies, as it keeps me motivated, updated and improvement-oriented. Some of my favourite books are Wings of Fire, The Monk who sold his Ferrari, Rich Dad Poor Dad and Wise and Otherwise (by Sudha Murthy).

No. Of Families Served : 41

Other Areas Of Expertise : Content creation

Hobbies : Reading, Cooking, Travelling, Wellness and Photography

Qualifications Details : BCOM, III(L), CFP

Organisation Name : My Fin Tree

Nature Of Business : Mutual Fund Distributor, Insurance and other investment products

City/Area Of Location : Mumbai

Products Offered : Mutual Funds, Bonds, Insurance, Fixed Deposits

Services Offered : Comprehensive Financial Planning

Biography

WHO MOVED MY CHEESE , was the life changer in my life , 1980’s born so change is inevitable to happen right from school syllabus till date… had received insurance agency business as inheritance and from than have grown to digitizing , business growth , awards, insurance broking and the next best thing in life was learning CFP , so there was other arm in business of MFD and trying to move towards financial planning…. ZEN inspires….

No. Of Families Served : 300

Total Assets Under advisory (In Crores): 12

Website/Blog : WWW.MYFINTREE.COM

Other Areas Of Expertise : RTI Activist, Claims pertaining to life and general insurance

Qualifications Details : MBA finance

Organisation Name : Fundvaliz

Nature Of Business : Distributor of other financial products(deposits, shares, insurance, loans, PMS,etc)

City/Area Of Location : Mumbai

Products Offered : Mutual Funds , Insurance – Life and General.

Services Offered : Comprehensive Financial Planning

Biography

Evolving in value thinking.

No. Of Families Served : 75

Website/Blog : www.fundvaliz.com

Other Areas Of Expertise : Spirituality

Hobbies : Reading books and exploring new places with history.

Qualifications Details : CA, CWM

Organisation Name : Money Mantra

Nature Of Business : Independent Financial Advisor, Mutual Fund Distributor, Distributor of other financial products(deposits, shares, insurance, loans, PMS,etc)

City/Area Of Location : Mumbai

Products Offered : MFs, Insurance, PMS, Shares, Deposits

Services Offered : Comprehensive Financial Planning, Estate planning

Biography

I am an avid reader and an adventurous cook. Being a second generational wealth advisor brings along it’s own set of challenges but it also has led to a lot of learning from the industry stalwarts. After completing my Chartered Accountancy, I worked with ICICI Bank for 1.5 years post which I decided to make the jump from being an employee to an entrepreneur. It has been an interesting journey and the industry has been extremely warm and welcoming.

No. Of Families Served : 200

Total Assets Under advisory (In Crores): 60

Website/Blog : www.prosperomoney.net

Hobbies : Reading, baking, travelling

Qualifications Details : MCom, CFA, NISM Investment Adviser

Organisation Name : My Wealth Guide

Nature Of Business : Mutual Fund Distributor, Distributor of other financial products(deposits, shares, insurance, loans, PMS,etc)

City/Area Of Location : Mumbai

Products Offered : Mutual Funds, PMS, Govt Schemes, FDs, Gold Bonds, Insurance, Equities, ETFs

Services Offered : Goal Based Financial Plan, Portfolio Restructuring, Maintaining Records, Wills, Basic Taxation

Biography

She started her career with McKinsey India in their research department gaining exposure to complex analytical frameworks and cutting edge tools. Thereafter she did an 8 year stint at Rare Enterprises, managing the $2bn proprietary portfolio (public and private) of Mr Rakesh Jhunjhunwala, India’s largest private investor and was involved in several in-depth value creation studies for several portfolio companies. She boasts of 16 years of experience in financial services industry.
Post her career as a professional at two of the premier places to learn finance, she realised that her passion was to spread financial literacy with transparency to every strata of society. That led to founding My Wealth Guide, an endeavour to help people become financially independent and attain their goals. She also co-founded HL Investrade which worked to develop investment strategies using cutting edge techniques involving artificial intelligence.
Apart from a passion for finance, she has varied interests. She is a voracious reader, speaks French, blogs about food and travel (Foodalong) and has started a community for theatre lovers (It’s Showtime).

No. Of Families Served : 15

Website/Blog : https://www.mywealthguide.com/

Other Areas Of Expertise : Equity Analysis, Personal Records Management

Hobbies : Food & Travel Blogging (Foodalong), Theatre (It’s Showtime), Fiction & Non Fiction Books

Qualifications Details : B.com, A.C.A.

Organisation Name : Money Mantra

Nature Of Business : Mutual Fund Distributor, Distributor of other financial products(deposits, shares, insurance, loans, PMS,etc)

City/Area Of Location : Mumbai

Products Offered : Mutual Funds, Insurance, Corporate Deposits

Services Offered : Mainly Broader/Big Picture & Basic Fin Planning, Investment Planning & Tax Planning

Biography

In 1988 started as an LIC Agent. Mutual Fund Distribution was a natural progression (2004). Enjoy guiding & hand holding families in the area of Personal Finance. Hate complexity. Always try & provide very simple solutions. Stock Market has always fascinated me. One of the Book which I like very much is “7 Habits of Highly Effective People” by Stephen Covey.

No. Of Families Served : 100

Total Assets Under advisory (In Crores) : 45

Hobbies : Travelling, Reading, Eating.

Qualifications Details : MBA, CFP, QPFP

Organisation Name : Sashreek Financial Solutions

Nature Of Business : Independent Financial Advisor

City/Area Of Location : Mumbai, Baroda, Ahmedabad, USA, Abu Dhabi

Products Offered : Mutual Funds, Insurance

Services Offered : Comprehensive Financial Planning

Biography

I am an enthusiastic learner, forever looking forward to upgrading my knowledge with a view to making a difference to my client’s financial life. One of my favourite books is Let’s Talk Money by Monika Halan

No. Of Families Served : 30

Total Assets Under advisory (In Crores): 15

Qualifications Details : B.com. MBA

Organisation Name : Vision Investments

Nature Of Business : Mutual Fund Distributor

City/Area Of Location : Mumbai, pan India, and global.

Products Offered : Life insurance, mediclaim, mutual funds, fixed deposits

Services Offered : Comprehensive Financial Planning

Biography

I am living my life as per my purpose of life.

No. Of Families Served : 500

Total Assets Under advisory (In Crores): 94

Website/Blog : www.shailendraashar.com

Other Areas Of Expertise : Tax planning, whole person concept

Hobbies : Travelling, social service

Qualifications Details : B.Com, LL.B

Organisation Name : GKFS LLP

Nature Of Business : Mutual Fund Distributor

City/Area Of Location : Navi Mumbai

Products Offered : Mutual Funds, Insurance, FDs,Investments, Insurance, Will writing

Biography

I am Shailesh Gadre, Founder of GKFS LLP (formerly Gadre’s Knowledge and Financial Solutions).

I am a lawyer by education and have worked with Larsen & Toubro, Toyota Motors, PricewaterhouseCoopers and Economic Laws Practice before entering in Personal Finance profession.

In April 2011 I left my job to make my passion my profession.

I live in Airoli, Navi Mumbai with my wife Seema and son Sneh. My native place is Kolhapur.

I love to play chess.

At GKFS, we are a team of 10 super dynamic Team members*. Our office is at Airoli and some of the team members also work from different locations like Kolhapur, Dharwad, Chennai and UK.

We are Mutual Fund Distributors and also help our clients with their every Personal Finance needs like Insurance, Investments, Taxation and Will writing.

The majority of our clients include Lawyers, Chartered Accountants, and Top Corporate executives.

Our goal is to support at least 1000 underprivileged children for their annual education expenses by April 2030. Presently we are supporting 10 children.

No. Of Families Served : 300

Total Assets Under advisory (In Crores): 125

Website/Blog : www.gkfsindia.com

Hobbies : Chess, Traveling, Reading,

Qualifications Details : Master in Financial Management, Certified Financial Planner

Organisation Name : Manek Financial Advisors pvt Ltd

Nature Of Business : Registered Investment Advisor(RIA)

City/Area Of Location : Mumbai

Products Offered : Mutual Funds, Insurance, Stocks, Fixed Deposits, NPS

Services Offered : Comprehensive Financial Planning

Biography

Sonesh N Dedhia is the Founder & MD of Manek Financial Advisors Pvt Ltd, a SEBI Registered Investment Advisor Company (RIA) with experience of more than 19 years in the financial services industry. We at Manek Financial want to help every customer of ours become wealthy, predictably and believe financial planning with strict implementation of the plan is the only way to become wealthy in a predictable manner. We will always promote this way of investing. Investment on an ad hoc basis leads to asset creation but not necessarily wealth creation.

No. Of Families Served : 80

Website/Blog : www.manekfinancial.com

Other Areas Of Expertise : Health and nutrition

Qualifications Details : B.E (Mechanical), MBA (Marketing)

Organisation Name : Moat Wealth Advisors

Nature Of Business : Mutual Fund Distributor

City/Area Of Location : Mumbai (Hiranandani Gardens, Powai)

Products Offered : Mutual funds, PMS, Company FD, Mediclaim, Term plan

Services Offered : Insurance planning, investment planning, financial planning

Biography

My name is Subhash Chawan and I’m the Managing Partner of Moat wealth advisors, a boutique investment advisory firm based at Hiranandani gardens, Powai, Mumbai. I am a Mechanical Engineer and have done MBA (Marketing) from NMIMS, Mumbai. I Like to play football and spend time with family & friends.

Our company manages assets worth 240 plus Crores of client asset in various investment options like Equity Mutual funds, Debt Mutual Funds, Bonds, Company Fixed Deposits and SEBI registered Equity Portfolio management service (PMS). Our expertise is in client risk profiling, building a financial portfolio considering correct asset allocation as per the risk profile, aligning investment to their financial goals, and review the portfolio at regular intervals.

We serve more than 1000 families with a client-centric approach for all their personal financial needs. We strongly believe that what is good for the client is good for us.

No. Of Families Served : Around 300

Total Assets Under advisory (In Crores) : 240

Website/Blog : www.moatwealth.com

Hobbies : Playing football, Listening Music and spending time with family & Friends

Qualifications Details : B.Com, MBA

Organisation Name : Sujata Kabraji

Nature Of Business : Mutual Fund Distributor

City/Area Of Location : Mumbai

Products Offered : Mutual Funds

Services Offered : As required

Biography

Always a student – keen to learn-regardless who is the teacher. Like sharing knowledge. My journey has been amazing – exposure to a wide variety of industries with a lot of learning along the way. My work in this industry has made me passionate about addressing the financial concerns of women.

No. Of Families Served : 38

Total Assets Under advisory (In Crores) : 325

Website/Blog : www.sujatakabraji.com

Other Areas Of Expertise : Psychology, Gender Equality, Social Responsibility

Hobbies : Swimming, Travel, Reading

Qualifications Details : B.E., CFA

Organisation Name : Trustworthy Financial Planner

Nature Of Business : Mutual Fund Distributor, Distributor of other financial products(deposits, shares, insurance, loans, PMS,etc)

City/Area Of Location : Mumbai (Andheri)

Products Offered : Mutual Fund, Insurance, Loan against securities

Services Offered : Cash Flow management, compilation of their assets and liabilities, tax optimisation, financial goal planning, retirement planning, comprehensive financial planning

Biography

I have been in Software industry for 27 years. But then this noble profession of Financial Planning attracted me to take this profession full time. My career started in Jan 2008 as a part-time IFA and then took up this as a full-time profession from Jan 2013. Being an engineer by qualification, I am good at different calculations and logic. Being in software, I know that there is always “if” and “else” and so I evaluate each product and each financial decision with Pros as well as its Cons.

Currently I am carrying the responsibility of financial well being of 150 families.

I give credit of knowledge to the CFP course, Jagoinvestor.com, and many authors who had written various articles in the media and to name a few Gaurav Mashruwala, Harsh Roongta, Suresh Sadagopan, Dhirendra Kumar.

No. Of Families Served : 150

Total Assets Under advisory (In Crores) : 65

Qualifications Details : B. Arch, CFP cm

Organisation Name : Moneybolism Financial Solutions Private Limited

Nature Of Business : Mutual Fund Distributor

City/Area Of Location : Mumbai (Thane)

Products Offered : Mutual Fund, Insurance, Bonds, FD’s

Services Offered : Goal Planning based Investments and Insurance

Biography

From being a trained architect to a Certified Financial Planner I, Swati Joshi (Founder Director of Moneybolism Financial Solutions Pvt Ltd) have helped my clients shape a secured financial future. My keen interest in finance industry clubbed with helping nature, fueled my passion to take up financial advising as a profession.
After completing degree in Architecture, I went on to complete certification of CFP in 2009. With my career spanning over 17 years as a financial planner, I have catered and helped 1000 plus families and individuals realize their dreams and help them generate wealth for their future. Being an architect brings added bonus as I qualify in giving advice to clients on real estate.

No. Of Families Served : 750+

Total Assets Under advisory (In Crores): 245

Website/Blog : www.moneybolism.com

Other Areas Of Expertise : Real Estate Trends

Hobbies : Travelling, Reading and Cooking

Qualifications Details : M. Tech Chemical Engineer

Organisation Name : Tru-Worth Finsultants

Nature Of Business : Trainer/Consultant

City/Area Of Location : Mumbai

Products Offered : Mutual funds

Services Offered : Outsourced FP, Process designing, Business analysis

Biography

M. Tech Chemical Engineer with more interest in waste recycling, resources optimisation ; love to watch hindi or English (including dubbed :)) movies ; read randomly about various topics, believing in getting basics right.

Website/Blog : Under Construction

Other Areas Of Expertise : Excel based templates, formats, etc

Hobbies : Random Reading, Playing Cricket & Volleyball

Qualifications Details : MBA, NISM Certificate , IRDA Certificate ,LUTCF

Organisation Name : Right Value Wealth Advisory Services Pvt Ltd

Nature Of Business : Independent Financial Advisor, Mutual Fund Distributor, Distributor of other financial products(deposits, shares, insurance, loans, PMS,etc), Trainer/Consultant

City/Area Of Location : NaviMumbai

Products Offered : MutualFund , Insurance , Corporate FD , WILL

Services Offered : Goal Based Solution,Portfolio Review, WILL Writing

Biography

Hi, Myself Vinay belong to small city -Allahabad moved to mumbai 2000 to pursue my MBA , worked in different corporate ,before starting my own Professional journey in 2005. I love interacting with people , l am sports enthusiastic person , open to experiment new things in life . My Favorite books :- Wings of Fire by Dr APJ Kalam , IKIGAI – ( The Japanese Secret to a Long & Happy Life ) .

No. Of Families Served : 1000

Total Assets Under advisory (In Crores): 75

Website/Blog : www.valuewealthadvisor.com

Hobbies : Watching Cricket , Doing Yoga

Qualifications Details : Post graduate in financial planning,Bcom

Organisation Name : Money Mantra

Nature Of Business : Independent Financial Advisor, Mutual Fund Distributor, Distributor of other financial products(deposits, shares, insurance, loans, PMS,etc)

City/Area Of Location : Mumbai

Products Offered : Mutual Funds, Life Insurance (term) , Health Insurance,Fixed Deposits ,Bonds

Services Offered : Comprehensive Financial Planning

Biography

Personal finance enthusiast, keen interest in digital and social media. Firm believer of Bhagvad Geeta and tries to practice its priciples in his life.

Founder of Money Mantra. Rich experience over a decade in Financial planning. Also many degrees in fields of Financial Planning, Investment Banking, Wealth Management.

No. Of Families Served : 95

Total Assets Under advisory (In Crores): 110

Website/Blog : www.moneymantra.info

Other Areas Of Expertise : Digital technology, Social media

Hobbies : Exploring different aspects of technology, active interest in various social media tools

Qualifications Details : B Com (H), CFP, RLP

Nature Of Business : Registered Investment Advisor(RIA)

City/Area Of Location : Mumbai(Mira Road )

Products Offered : All as per requirement

Services Offered : Financial Life Planning

Biography

Vivek Damani is a SEBI Registered Investment Advisor is having a total work experience of more than 25 Years predominantly in financial services. After working for corporates like Mahindra & Mahindra, ICICI Prudential, Reliance and HDFC he ventured on his in 2010 assisting his clients in achieving their financial dreams. In 2019, he registered himself with SEBI enabling him to provide financial advisory services. A believer in holistic solutions; he ensures that his clients embark on a meaningful journey in their financial lives. Besides his passion for financial advisory, he spends his free time running (long distance), swimming, listening to music, and reading. “Bhagwad Geeta” and “Start with Why” are his evergreen favourite books

No. Of Families Served : 3

Total Assets Under advisory (In Crores): 12

Website/Blog : www.vivekdamani.com

Other Areas Of Expertise : Financial Planning, Wealth Management

Hobbies : Long Distance Running, Swimming, Reading

Qualifications Details : B.Com, M.Com,. CA, MBA, CFP, RLP

Organisation Name : Finrise Financial Planner

Nature Of Business : Registered Investment Advisor(RIA), Trainer/Consultant

City/Area Of Location : Mumbai, Ahmedabad and Indore( Satellite Office)

Products Offered : Execution is done for all products except real estate but we don’t have distributor code under our name.

Services Offered : Comprehensive Financial Planning, Investment Advisory Services, Special Goal Planning like Retirement planning, Estate Planning, Child Future Planning etc

Biography

I am a long-term investor, financial coach to families, speaker, calligrapher, fitness enthusiast, spiritual seeker, voracious reader, old currency coins & notes collector and music lover. I have helped more than 500 families in my journey of last 14 years in creating their wealth and helping achieve their most cherished financial goals. I have trained more than 4800 financial advisors in financial planning. I am on advisory board of NetworkFP ( India’s leading association of Personal Finance Professionals). I am founder of FINRISE, a SEBI registered & goal based financial planning and wealth management firm.

I help motivated but extremely busy surgeons, small business owners and senior corporate executives by giving a comprehensive financial life planning road map so that they can give their children the best education, provide for their marriage, fulfill their other most cherished financial goals and have a worry-free retirement without wasting time, getting confused & dealing with multiple advisors.

My favorite books are Shreemad Bhagvad Geeta & Complete works of Swami Vivekananda.

Website/Blog : https://finrisefp.com

Other Areas Of Expertise : Old Coins & Currency Notes of Indian Heritage, Calligrapher

Hobbies : Star Gazing, Music ( Listening to and Playing Keyboard & Santoor), Voracious Reader, Cyclist, Fitness Enthusiast

Qualifications Details : B.Com,LLB, MA (Economics), CFP

Organisation Name : Sykes and Ray

Nature Of Business : Mutual Fund Distributor, Stock Broking

City/Area Of Location : Mumbai

Products Offered : Mutual fund ,term insurance

Services Offered : 360 degree FP

Biography

I Graduated from H.R. college.Started career as a diamond merchant 1982. 1986 came to stock market as a investor, soon became a sub broker and than a stock broker in 1990. Took a sabbatical to do my MA economics(2002) and started investing in stock market .
Not satisfied with broking did my CFP in 2007 . Started Personal Financial Planning Department and Education Under the name Financial Planning Academy. Today it is No 1 institute providing training for CFP. We are also registered PMS providers. We have modeled it on PE.
I am married with two sons and now two Grandsons. I practice Vipasana meditation. Did advance course in Buddism.
My favourite book The Bhagvat Gita and Swami Vivekananda writings.
Generally Happy with little regrets of the past.

No. Of Families Served : 1000

Total Assets Under advisory (In Crores): 350

Website/Blog : sre.co.in

Other Areas Of Expertise : Tactical allocation on PE modelling

Hobbies : Cardistry, Philosophy

Qualifications Details : Graduate. CFP

Organisation Name : VSK Financial Consultancy Services Pvt. LTD.

Nature Of Business : Registered Investment Advisor(RIA)

City/Area Of Location : Mumbai

Products Offered : All

Services Offered : Financial Planning, Asset Advisory, Will preparation

Biography

The core of our advice has always been with the client family as the centre piece. It does not just mean that all actions are taken with the clients’ interest at heart, it also means that we take pains to explain to the client what we are doing for them and why. It means that every step, every action is explained in detail so that they not only understand what is being done but also why it is being done. To do this many times we find ourselves repeating the same thing over and over again but we prefer it that way. In the process we find that over the years we make the client financially savvier and that much more comfortable.

No. Of Families Served : 55

Total Assets Under advisory (In Crores): 11.5

Website/Blog : www.vskindia.com

Other Areas Of Expertise : Mind Map trainer