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About Us

Team Profile


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Co-Founder

VINIT IYER

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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.


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Co-Founder

MANOJ GUPTA

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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.


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Sr. Financial Advisor

ROHIT DABRAI

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Rohit is a part of Financial Advisory team at WCFA. His interest and liking towards Gadgets, Technology, Movies, Music, Gardening, Pets and Environment makes him a completely distinct personality in the whole team. Rohit has over 20 Years of diverse work experience, latest being a Blogger. He is a Certified Financial Planner by qualification.


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Sr. Financial Advisor

SANDEEP PATHAK

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Sandeep is a part of Financial Advisory team at WCFA. He is an experienced team member with core expertise into Lending business. His working experience of over 12 years comes from various sectors like Financial services, Telecom, & FMCG. His last assignment was with ICICI Bank.


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Sr. Financial Advisor

SHREYA VERNEKAR

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Shreya is a part of Financial Advisory team at WCFA. With over 9 years of experience in teaching, her passion for imparting financial knowledge has made her choose the financial advisory role. An extrovert and friendly person, she loves to talk to people and helps them to plan their finances and to create wealth. She is a Certified Financial Planner and an MBA in Finance & Marketing.



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Financial Advisor

MAYANK AGRAWAL

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Mayank is a part of Financial Advisory team at WCFA. Youngest of all, enterprising & full of energy and ideas. He worked with E&Y for 2 Years before becoming a part of WCFA team. His passion for Music specially playing Guitar, Swimming, Travelling & Reading differentiates him from the rest. He is a Certified Financial Planner & Chartered Wealth Manager by qualification.