Our Team
Cdr S Thankappan (Retd), CFP
FOUNDER
A Navy (Submarine Arm) veteran, with a vision for building something meaningful, our founder brings a blend of big-picture thinking and a passion for spreading the message of financial inclusivity for all in tandem with our nation’s economic growth. They set the tone for everything we do.
His credentials include CFP charter from FPSB, post-graduation from BITS (Pilani) and PGP in Data Science from University of Texas at Austin. He has also qualified NISM series exams VA, XA, XB and XIII.
Deepali Bhende
DIRECTOR / COO
A Navy veteran, our COO is focused, approachable, and driven by results. She is all about building strong relationships and helps connect people to the right solutions—with clarity and care.
She has leadership experience leading an IT services company successfully servicing Indian and global clients. She has qualified the NISM series exam VA and has accreditation from AMFI.