Roshni is a Financial Planner and Coach since the past decade. She is the founder of GoalBridge, which helps clients achieve holistic financial well-being in a structured manner. The aim is to provide pristine clarity and confidence to clients about their finances and also coach…
Mohini is a Certified Financial Planner from Financial Planning Standards Board, India. She specializes in helping clients with financial advisory, estate planning, training, etc. In her career, Mohini has been a Business Manager, Financial Planner, and a guest lecturer under the NSDC Star program conducted…
Rupali Samir Godambe
Rupali is a Certified Financial Planner CM, AMFI registered Mutual fund distributor, and an Insurance advisor. She has over 10 years of work experience across industries. She’s passionate about assisting Clients in achieving their financial goals, with an emphasis on providing quality service. She’s also passionate about…
Prakashnie is a Financial Planner by Financial Planning Standard Boards India. She is also a Life Associate from Insurance Institute of India, Chartered Trust & Estate Planner (CTEP) from AAFM-India, and has an NISM Certification on Investment Analysis and Portfolio Management. Prakashnie holds an M.Com….
Sapna Tiwari is a CERTIFIED FINANCIAL PLANNER with over a decade’s experience . Apart from holding CFP certification, she is a post graduate in Economic Administration and Financial Management and Licentiate member (LIII) of Insurance Institute of India contact
Renu Maheshwari is a SEBI Registered Investment Adviser and practices fiduciary Financial Planning and Portfolio Management. She is an MBA (Finance), Certified Financial Planner (CFPCM), CPFA and CFA-1. contact
Deepak R. Khemani
Tedx Gateway Unplugged Speaker, Advanced Financial Goal Planner AFGP-AAFM (USA), Award in Financial Planning – CII (UK), Member- Million Dollar Round Table (MDRT-USA), Galaxy Club Member – LIC of India.
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