Harshita Mokani
Financial Planner
Harshita Mokani is an Assistant Financial Planner and a qualified finance professional with a passion for empowering individuals to achieve their financial goals. She holds both a Master’s and Bachelor’s degree in Accounting and Finance from The Maharaja Sayajirao University of Baroda. In addition, she has also earned CFP® certification from the Financial Planning Standards Board India.
In her current role, Harshita specializes in financial planning, providing Investment Recommendations and supporting the development of detailed financial reports. Her analytical mindset and client-centric approach allow her to deliver strategic insights that help clients make informed financial decisions.
Other Team Members
CA Aayush Bhatt
Head of Research & Strategy
Mr. Parag Fanse
Partner & Sr. Financial Planner
Durva Gosavi
Head of Digital Growth
CA Prajakta Patel
Research & Compliance Manager
Mr. Omkarthik Rao
Research Associate