Our Team

Sneha Amol Phadke
DirectorSneha is a Commerce graduate with an MBA in Banking and Finance, and holds JAIIB and CAIIB certifications. She has completed various IIBF courses and a Post Graduate Diploma in Psychotherapy and Counselling. With over 21 years of banking experience, she has held leadership roles, most recently as Chief Manager at TJSB Sahakari Bank Ltd. Her expertise in driving liability business and customer service, along with her counselling skills, enhance her ability to understand clients' emotional needs and requirements. Sneha's rich experience is a strong asset in mobilizing business for the company.

Gitesh Samant
DirectorCommerce Graduate with specialisation in Financial Accounting and Auditing B.Com. Gitesh has 25 years of experience with various Banks and Financial Institutions such as Axis Bank Ltd. and Axis Securities Lt. at leadership positions and with rich experience in designing and implementing business expansion strategies including branch expansion and launch of new products. Gitesh’s Leadership positions at Axis Securities Ltd since its inception has given insight and understanding of various personal finance products.

Sudhir Tripathi
DirectorScience Graduate with a Law Degree and PGDBM in Marketing Management. Sudhir has more than 20 years of experience with Axis Bank Ltd. at leadership positions such as Head – Procurement and Contract Negotiation for the bank and also Heading Centralised Payment Hub of the bank responsible for payment for purchases carried out by the bank. Detailed understanding of processes involved in Middle and Back offices large organisations supporting business.
Promotor of Pratham Bajaj having more than 10 showrooms and service centres across Maharashtra in two wheelers of Bajaj Auto handling key responsibilities of setting up of the showrooms and service centres across Maharashtra, designing and expansion of business expansion strategies and Finance and Inventory Management. Sudhir’s study of Law is useful to understanding various legal implications and understanding conditions/disclaimers in fine print in case personal finance products.

Prasanna Acharya
DirectorCommerce Graduate with Diploma in Financial Services Management. Prasanna has more than 25 years of experience with various Banks such as Global Trust Bank, Standard Chartered Bank, IndusInd Bank, Axis Bank and SBM Bank (India) Ltd. at Leadership positions managing back office of high volume activities such as depository, custody, cash management, credit card and retail forex operations. Prasanna’s exposure in handling large back offices related to financial products comes as added advantage while carrying out distribution of financial products. Director at Prapratham Finserve Pvt. Ltd. company involved in distribution of Mutual Funds and Insurance Products.

Sunil Pratap Joshi
DirectorCommerce and Law Graduate and qualified Company Secretary with more than 5 years of experience in Corporate Governess, GST Registration and Returns, Due Diligence of Company, Accounts and Book Keeping, Bank Stock Audit, Internal Audit, Bank Concurrent Audit, Finalization of Accounts, ROC compliance and Management Reporting. Sunil’s experience in various areas such as Accounting, Audit/GST as well as his expertise in MIS Reporting comes handy in ensuring compliances with various regulatory authorities and building internal control on various activities within organisation.