Gaurav Verma
Co-Founder | Wealth & Investment Strategist | 25+ Years of Experience
Gaurav Verma brings over 25 years of diverse experience in the banking, NBFC, and wealth management sectors, making him a well-rounded expert in designing and executing investment strategies for HNIs, Ultra HNIs, and corporate clients.
Having worked with leading financial institutions such as HDFC Bank, Deutsche Bank, Bajaj Capital, and Karvy Private Wealth, Gaurav possesses a deep understanding of the full spectrum of financial products—including equity, debt, structured products, insurance, and alternative investments.
His early career in retail and corporate banking provided him with a strong foundation in credit, lending, and risk management—skills that are critical in understanding client needs and building robust, goal-aligned portfolios. Transitioning into the NBFC and wealth advisory space, he honed his ability to deliver customized investment solutions, combining technical expertise with a client-first approach.
Key Roles & Achievements:
Senior Vice President, Karvy Private Wealth – Spearheaded the setup and growth of a profitable wealth management unit over a decade, leading advisory for HNI and Ultra HNI clients across geographies.
Area Head, iTrust Financial Advisors Pvt. Ltd. – Led employee financial wellness initiatives across 200+ corporates, promoting financial literacy and long-term planning.
Contributed significantly to business development and client relationship management at HDFC Bank and Deutsche Bank, handling premier banking clients and large asset portfolios.
Gaurav’s strategic mindset, combined with hands-on experience across banking channels and financial instruments, enables him to deliver holistic wealth solutions that balance growth, security, and tax efficiency.
Nidhi Jindal
Co-Founder | Certified Financial Planner (CFP) | 15+ Years of Experience
Nidhi Jindal is a seasoned financial planning professional with over 15 years of experience in personal finance, investment advisory, and operations management. An MBA in Marketing and a Certified Financial Planner (CFP), she brings a strong blend of analytical expertise, client engagement, and process-driven execution.
Coming from a Chartered Accountant family, Nidhi has an innate understanding of financial structures, compliance, and taxation, which enhances her ability to deliver comprehensive and tax-efficient wealth strategies. Her work as an independent financial advisor has helped numerous clients across income brackets organize, plan, and grow their personal finances with clarity and confidence.
Her strength lies in creating structured financial roadmaps—from budgeting and goal planning to investment selection and risk management. Her sharp focus on operational efficiency ensures seamless client servicing and regulatory adherence.
Core Expertise:
Holistic financial planning for individuals and families
Retirement, insurance, and tax-efficient investment strategies
Operational oversight and compliance in financial services
Strong interpersonal skills, ensuring long-term client relationships based on trust and transparency
Nidhi’s consultative approach and commitment to financial literacy empower clients to make informed decisions and achieve long-term financial well-being.