Partha has over 2 decades of experience in Sales, Advertising and Financial Services. Over the last 12 years, he has worked with hundreds of retail, mass affluent and affluent clients. Partha is the first Asian to receive certification in Financial Life Planning from Money Quotient Inc ,U.S.. He pioneered the fee only model in India. He serves as an active volunteer member of the Global Advisory Council of F.P.A., U.S.

Prajakta has over 14 years experience in corporate finance and distressed assets. Prajakta brings her valuable professional experience and expertise to Life & Money by focusing on financial management and strategic management to grow the business.
Prajakta is a qualified chartered accountant, company secretary and cost works accountant.

Heeshma is a recent graduate of Alliance School of Management, where she studied management and finance. Her earlier stint with Accretus Solutions brings her to the innovative financial program. Heeshma applies her extensive knowledge of finance with a blend of creativity and research to assist in the development of key projects for Life & Money.