Our Team

Kavita S Devi, CEO of Krishna Finzplan LLP & co-founder of Symphonia Wealth Pvt. Ltd.

She is a Certified Financial Planner (CFP CM) and CTEP Inheritance Planner with over two decades of experience in financial services since 2001.

As a Registered Life Planner (Kinder Institute, USA) and Advisory Council member at FPSB India, she integrates financial strategies with behavioral insights. Her deep understanding of the beliefs and emotions tied to money management helps her guide clients toward meaningful and sustainable financial decisions.

Pravin S Mutha, Founder Member

B.Com, Certified Financial Planner (CFP CM), CTEP Inheritance Planner, Wealth Management Certification

He has a vast experience in the financial market since 1986. His tremendous passion for reading helps him navigate towards generating positive returns for clients, capital protection and thus, creating wealth.
In today’s complex financial world, he helps clients plan their portfolio through his expertise, experience and knowledge.

Trupti Wani, Bangalore Branch Head

B.Sc., Certified Financial Planner (CFP CM)

Trupti is a seasoned financial planner with 20+ years in the financial markets. She combines ethical, value-based advice with hands-on groundwork to craft tailored strategies for clients. Passionate about financial literacy, she actively leads awareness programs while helping clients achieve their goals with confidence.

Simran Bhandari Bafana

B.Com, Certified Financial Planner (CFP CM), Chartered Financial Analyst (CFA)

Since 2019, Simran has brought together analytical insight, innovative strategies, and a deep understanding of clients’ financial and personal needs. With a sharp sense for financial calculations, she helps clients define the wealth they need for a secure and fulfilling life, offering long-term guidance for a confident financial journey.

Aishwarya Gandhi

B.Com., MBA, Certified Financial Planner (CFP CM)

With a background at HDFC Bank, Aishwarya designs personalized financial strategies that grow with each family’s goals. Her creative eye turns complex financial concepts into engaging, easy-to-grasp lessons through interactive tools. Always curious and evolving, she delivers fresh, practical solutions for smarter wealth management.

Operation Team

Our Strength is our experience team who are always ready to help you to achieve your goals

Anil Gangurde

AMFI Certified
20 years of experience

Kamlesh Jadhav

AMFI Certified
18 years of experience

Nilima Dhongade

Handling Client queries
11 years of experience

Our fee structure is streamlined and is created with the objective of providing value addition to our clients. Our primary objective is to inculcate the benefits of Financial Planning to our clients to help them achieve their financial goals.