Team

Over 25 years of experience in personal finance planning goes into our offerings.

Pavan Sharma

10+ years of CA practice, specializing in Expense Management & Tax Planning

Anik Mitra

CFA with 15+ years of experience creating products for FundsIndia and Wallfort Financial Services

Rohit Rao

MBA with 7+ years of experience in sales & marketing across ITC and Flipkart