Vinit Co-heads WCFA and is responsible for driving & streamlining Financial Planning processes, Client engagement and marketing initiatives. Perfectionist at heart always looks forward for innovative ideas to improvise the client experiences. Prior to Co-founding WCFA, Vinit’s 12 Years of rich experience comes from working with diversified organizations like HSBC, ICICI Bank, WNS & BNY Mellon. His last work assignment was with BNY Mellon where he was working in Global Training Resourcing and Capacity Planning. His passion for teaching got him associated with some of the premiere Financial Training Institutes, Corporates and Colleges across India. He is a Certified Financial Planner and also holds a CFA Charter from CFA Institute, USA.

Manoj Co-heads WCFA and spearheads Investment advisory, Product Research & Content development role for the firm. A creative at heart always looks forward to give behavioural & emotional bend to the financial planning spreadsheets. Prior to Co-founding WCFA, Manoj worked with ICICI Prudential Mutual Fund & IndusInd Bank. The 14 years of experience into financial services helped him grew in different roles and at various locations. His last corporate stint was with IndusInd Bank heading the Investment business for Maharashtra & Goa region. He is passionate about creating financial literacy and spread financial awareness across all sections of society. He is a Certified Financial Planner & holds an MBA from ICFAI Business School, Hyderabad.