MEET YOUR FINANCE COACHES
Know those friends who always give you the exact information needed to ace the exam? Our Finance Coaches are those friends! With decades of knowledge coupled with tried and tested investment pitches, our team has filtered and arrived at the precise formulae you need to make your money grow. We serve knowledge with patience, not judgment.
Chartered Accountant, a Chartered Financial Analyst(CFA®) from The CFA Institute and a Certified Financial Risk Manager (FRM®) from GARP. Harsh is the knowledge force behind the company.
He started teaching CFA and FRM students during his early days and is an expert at breaking down difficult concepts with ease and clarity. As an investment advisor, he came across the immense lack of awareness among individuals about the basic concepts of money anagement and skills. He then started writing articles and taking workshops for different company employees, groups of doctors, college students, NGOs, women etc. to help improve the general financial literacy.
With this passion to financially empower people, he has successfully trained thousands over the past decade. He can be trusted with both your money and time. You will find his workshops not only learning intensive but also peppered with interesting anecdotes and experiences.
Over a cup of coffee, you will learn about his youthful days at the hostel, interesting news bytes from around the world and fun stories of his daughter's day at school.
Harsh Vardhan Dawar
Founder & Director
Akruti Agarwal Iyer
A Chartered Accountant turned Financial Consultant, recognised and listed in India's Top 100 women in Finance in a promising Role 2020 by AIWMI, Akruti is a money wizard.
A wizard who has not only collaboratively worked with the Big Fours of the financial world but has also dedicated her time to promote financial literacy among women, young millennials, couples, and corporate employees through various workshops. Her grounded style makes money and investments an accessible arena for all. Being a people’s person, her enthusiasm and relatable content make the world of finances an easy ride.
Akruti also plays the scribe by writing engaging and easy to decode financial blogs for our website and pockets of exciting content featuring on our social media pages. With a desire to open up the hierarchical world of wealth, she constantly co-creates workshops that will serve the need of learning money management. One workshop with her, will make you want to be more responsible about your money.
Over a cup of coffee, you will hear about her numerous travel stories, how hard it is to master the Tamil language and her eternal love for Bollywood dance and movies!