Harsh Vardhan DawarFounder & Director
Akruti Agarwal IyerFinancial Coach
He is a Chartered Accountant, a Chartered Financial Analyst(CFA®) from The CFA Institute and a Certified Financial Risk Manager (FRM®) from GARP. He is the knowledge force behind the company. He started teaching CFA and FRM students during his early days and is an expert at explaining difficult concepts with ease and clarity. As an investment advisor, he realized the lack of awareness and knowledge among individuals about the basic concepts of money management skills. He then started writing articles and taking workshops for different company employees, doctor groups, college students, NGOs, women etc. to help improve the general financial literacy.
Over the past 10 years, he has trained numerous people and shown them the path to financial independence. Being a verocious reader, he always has interesting facts and anecdotes to talk about.
Over a cup of coffee with him, you will know about his youthful days at the hostel, interesting news bites from around the world and fun stories of his daughter's day at school.
A Chartered Accoutant with over 5 years of experience in the field of consulting, Akruti Agarwal has worked with the 'Big Four' in the financial world.During her tenure with us, she has conducted various workshops for women, young millenials, couples and corporate employees. The enthusiactic manner in which she conducts the workshops and her ability to connect with the trainees, break down complex theories into simple and understandable terms, and explain financial terms and concepts using relatable examples has made her our most sought after trainer.
She also writes fun and interesting financial blogs for our website and handles our social media pages that regularly puts out fun and relevant content which caters to all age and social groups. She connects with our followers online and creates financial awareness on all our social media platforms.
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!