Our Team:
Our top-notch financial coachers are experts in the field of personal finance and investment & their experience has immensely contributed in bringing customer delight and great accolades to Wallet Wealth
With over two decades of rich experience in financial planning and wealth management, he has helped thousands of individuals achieve their financial goals and secure their long-term financial well-being. He holds the prestigious Associate Financial Planner certification for Retirement Planning and Employee Benefits from the Financial Planning Standards Board.
He has worked with leading financial advisory firms such as FundsIndia, Quantum, and Allegro Capital, gaining deep expertise in investment advisory, retirement planning, and client-centric financial solutions.
A recognised voice in the personal finance ecosystem, he actively contributes to top financial platforms and publications including Moneycontrol, Financial Express, The Times of India, UTI Swatantra, and Nanayam Vikatan. He regularly conducts retirement planning workshops for PSU bank employees across institutions such as Indian Overseas Bank, Bank of India, Indian Bank, Canara Bank, and others.
With a strong commitment to investor education and ethical advisory practices, he continues to empower individuals and families in building sustainable wealth and achieving financial independence
A Bachelor's degree holder in Business Management with over a decade of experience in the financial services industry, he has been instrumental in guiding individuals and families toward better financial decision-making and wealth creation. His client-centric approach and commitment to delivering value have earned him strong trust and long-standing relationships.
He is a qualified MDRT member (2019) and proudly represented India at the prestigious MDRT conference in the USA. His dedication to excellence in client servicing has been recognised through multiple awards from leading mutual fund houses.
With a strong focus on personalised advisory and long-term wealth planning, he continues to empower clients in achieving financial clarity, security, and growth.
A science graduate with over 25 years of experience in financial advisory, marketing, and client servicing. An AMFI-certified professional with a proven track record in building and managing client relationships, he has consistently delivered value-driven financial solutions. He was recognized for excellence in client servicing in 2015 by a reputed multinational organization. His career includes significant roles in leading multinational companies, specializing in franchise marketing and client servicing.
A Certified Financial Planner (CFP) and AMFI-certified professional with 20 years of experience in the financial services industry. He has worked with leading organisations including Bajaj Capital, Way2Wealth, FundsIndia, and Geojit Financial Services, gaining deep expertise in investment advisory and wealth management. With extensive experience in serving both retail and HNI clients, he is known for his client-first approach, disciplined advisory process, and commitment to long-term wealth creation and financial empowerment.
A Management graduate with 4 years of experience in the mutual fund industry, she possesses strong knowledge of mutual fund operations and customer service processes. She previously worked with HDFC Mutual Fund as a Client Service Executive, where she efficiently handled investor queries and ensured a seamless service experience. She is also an AMFI-certified professional, committed to delivering accurate information and assisting clients in making informed investment decisions.
A science graduate with strong experience in mutual fund operations and client support. She has worked with CAMS and a US-based life insurance process at Dell International Services, where she handled operational activities and client queries with efficiency and accuracy. With a keen eye for detail and a commitment to service excellence, she brings valuable expertise in back-office operations and investor servicing.