Shibaji is empowered with close to three decades of learning experience and demonstrated capability. This includes his experience across retail sales and distribution, institutional sales, business development, market development, intermediaries and channel-based sales, client relationship, team management and entrepreneurship across FMCG, Bank, General Insurance, Asset Management (Mutual Fund) and Learning and Development. He has worked for organisations that include Colgate Palmolive, HDFC Bank, Tata AIG General Insurance and Standard Chartered Mutual Fund. He is an MBA from IISWBM, Kolkata (1996) .

Malhar started his professional career in Corporate Finance with additional responsibility of managing an exempted Provident Fund of a large PSU with over 6000members. He shifted to Personal Finance in 2002, which is the superset of Financial Planning that was at a nascent stage during early 2000.

He complemented his professional qualifications (CS and ICWA) with a CFP in 2005. He joined the CFP Board in India (known as Financial Planning Standards Board) as its Head of Knowledge management in Mumbai. After leaving the Board in 2007, he engaged himself in training the corporate leaders of public and private sector banks, asset management companies, and other financial institutions in various aspects of Financial Planning, Equity, Bond Markets and Pension Markets. Further, he developed tools and content in Personal Finance, International Pension systems, Markets and Wealth Management for Stock Exchanges, Software Companies, and KPOs.

He started practice in Personal Finance and together with his partner, floated the Brand Investaffairs in the year 2015.

Debasish is an MBA (2011) from SSIM, Hyderabad. He has professional experience of 7 years in the BFSI sector that includes as the Branch Manager - ICICI Securities and as Manager - Priority Relationship - Kotak Mahindra Bank.

Sumanta Choudhury is an industry professional who has worked in the BFSI sector for the past 22 years. He has valuable experience of working in leadership roles in organizations such as Tata Asset Management, JP Morgan AMC, Fidelity India, Standard Chartered Bank and Birla Sunlife Distribution. He was last designated as Head of Investment Awareness Program & Business Controls at Tata AMC Pvt Ltd. In his tenure in the BFSI sector, he has led large teams to plan, acquire and manage business through Private Banks, NBFCs, Independent Financial Advisors, Institutions, and direct High Net Worth Clients. He has a deep understanding of risks and compliances in wealth management and all the fiduciary responsibilities that are involved. He is a science graduate and has completed his MBA from National Graduate School of Management - Australian National University at Canberra.

Deepak is MBA - Finance Allahabad Agricultural Institute (2008)

He has served as the Deputy Manager with Kotak Mahindra Asset Management Company Ltd. Sales Manager with Principal Pnb Asset Management Company Pvt Ltd. Deputy Manager- Sales HSBC Asset Management Company and as the Sales Officer - Retail IFA for Bandhan Asset Management Company (Erstwhile IDFC Mutual Fund) Ltd.

Aparna is an MBA from IISWBM, Kolkata Educational Qualification - MBA (1996) and a diploma holder in Mass Communication from Birla Institute of Liberal Arts, Kolkata. Her professional experience includes journalism (India Express) and as a teacher with the Kendriya Vidyalaya.

Sritama is a graduate B. Com Honours in accountancy and finance (2020) from Calcutta University. She is responsible for managing the operation and services.

Ritwik is a graduate B. Com Honours Accounting and Finance (2021) from Calcutta University. He is responsible for operation and services, finance and accounts and office administration. He is certified on SAP Accounts Payable, SAP Accounts Receivable