Our Financial Coaching Team

Trupti Wani

Is a Bangalore-based Financial Coach and a CFP® and QPFP® professional with over 15 years of experience in financial planning. She helps families, women investors, and NRIs align their finances with life goals through disciplined and structured planning. She believes that true wealth lies in clarity, peace of mind, and purposeful living.

Trupti Phulpagar

Is a Pune-based Financial Coach with 15+ years of experience. She blends strong family values with modern financial strategies to guide clients toward long-term financial well-being. She is passionate about empowering individuals to make confident and informed financial decisions.

Prajyot Mutha

Is a compassionate and purpose-driven leader who excels at building meaningful teams since last 10+ years. Passionate about personal finance and wealth management, he combines financial insight with modern technology to create impactful, client-centric solutions.

Simran Bhandari

Is a CFP® and CFA®, bringing over 7+ years of experience. She is passionate about solving clients’ financial challenges through a holistic understanding of their lives, and with her strong expertise and structured approach, she guides clients with clarity across their complete financial journey.