Harsh Vardhan Dawar
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 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 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 daughters’ day at school.
Years of experience
Akruti Agarwal Iyer
Business Development & Training Manager
She is a chartered accountant by profession and has worked with 'Big 4' consulting firms for over a period of 5 years. During her tenure, she would take training for her colleagues and juniors.
She has the ability to connect with her trainees which has made her our most sought after trainer. She has the ability to break down complex financial concepts in simpler terms by building activities around such concepts that encourage deeper discussions during the workshops sessions.
She also writes interesting articles on topics of personal financial for our blog and handles our social media accounts, interacting with everyone on our social media handles to create financial awareness.
Over a cup of coffee, you will hear stories of her frequent travels, her struggles to learn Tamil and her love for 90's Bollywood dance.