Our Team

Kavita S Devi, Chief Executive Officer

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

Founder & Principal Advisor at Krishna Finzplan LLP, and co-founder at Symphonia Wealth Pvt. Ltd.
A Certified Financial Planner (CFP CM) from FPSB ltd. & CTEP Inheritance Planner and has been a part of the financial services industry for the past 20 years. She is a part of the Advisory council of FPSB, India. Being a Registered Life planner from Kinder Institute USA, has helped her to understand beliefs and emotions related to money management.

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.

Simran S Bhandari, Co-advisor

B.com, Certified Financial Planner (CFP CM), CFA Level II Candidate

She has an experience of 3 years in client handling through the financial planning process. She has an expertise in understanding the client’s overall financial situation and providing solutions in a simplified way.

Trupti Wani, Bangalore Branch Head

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

I am a certified financial planner based in Bangalore having more than 20 years of experience in financial markets and more than 9 years of experience in personal finance and financial planning.

I help clients in achieving their personal goals & aspirations by getting to know them and understanding their needs and what is important to them as I believe people’s personal finances align with their values.
I tend to build long term relationships with my clients by making their financial journey simple and stress free.

I like to positively impact people by giving them ethical & value based advice and believe in working with utmost integrity.
The biggest achievement for me is to see a smile on my clients’ face when they achieve their goals.

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.