Harsh 1

FOUNDER & DIRECTOR

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 eventually started writing a blog in the name Finplan Cafe and take workshops for doctors, employees, college students, NGOs, women etc on financial literacy.

Over the past 10 years, he has trained numerous people and shown them the path to financial independence. He always has interesting facts, businesses and other details to disuss about as he is a verocious reader.

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 daughters’ day at school.

40

Trainings

475

Happy trainees

10

Years of experience

999

Coffees

wcfa2

BUSINESS DEVELOPMENT AND TRAINING MANAGER

She is a chartered accountant by profession and has worked as a consultant with big 4 consulting firms for over a period of 5 years in the field of auditing and taxation. During her time there, she would take training for her colleagues and juniors.

She is a very warm person and her ability to connect with her trainees has made her our most sort out for trainer. She has the ability of breaking down complex financial topics in simpler terms and build activities to help you retain the concepts you would have learnt.

She also writes many interesting articles on financial literacy for our blogs and is very active on our Instagram page always interacting with various people on social media.

Over a cup of coffee, you will hear her stories from her a bit too frequent travels, her struggles to learn Tamil and 90's Bollywood dance.

12

Trainings

168

Trainees

4

Years of experience

99999

Chai's