Sneha is the cornerstone of everything at TBNG Capital Advisors, bringing over 11 years of industry experience to her role. She is a CFP CM, PGDBM, registered with Financial Planning Standard Boards India. As the head of the financial planning and advisory department and a partner in the firm, she combines her extensive knowledge with practical implementation to deliver exceptional results. Her expertise lies in cultivating strong relationships with clients, providing tailored investment advice that aligns with their goals and risk tolerance. This personalized approach fosters long-term trust and confidence, ensuring clients feel secure and well-guided in their financial journeys. Sneha loves to travel and is passionate about adventurous activities.

For Nishant, staying updated with market fluctuations is second nature. As the Vice President of Investment Products at TBNG Capital Advisors, Nishant leads the research and strategy department with more than 6 Years of experience of experience. He is a market maven who is always abreast of the latest trends and movements in the financial world, making him the go-to person for market insights within the firm. Nishant’s passion for the financial markets is evident in his commitment to simplifying complex concepts for his interns and colleagues, making him a beloved mentor. His practical approach and deep understanding of market dynamics enable him to provide valuable guidance and support, helping clients achieve their financial goals. His one-liners always bring a smile to everyone’s face, adding a touch of humor to the workplace.

Deepa is the driving force behind the success of TBNG Capital Advisors’ Bangalore office. With a Certified Financial Planner Certification and MBA degree with 6 years of experience, she expertly manages all the clients in Bangalore single-handedly, leveraging her extensive knowledge and expertise. Her determination and dedication are evident in her commitment to turning her clients’ dreams into reality. By thoroughly understanding their goals and working collaboratively, Deepa ensures that each client’s financial journey is smooth and successful. Her exceptional client-advisor relationships are built on trust and confidence, with clients valuing her advice and recommendations. Beyond her professional achievements, Deepa is a fun-loving individual who practices yoga daily, bringing discipline and balance to her work. Her holistic approach to life and work makes her an invaluable asset to TBNG Capital Advisors and a trusted partner for her clients.

Ajita is a Chartered Accountant with an outstanding academic record ranking 35th (All India Rank) in the CA Final exams. Her career spans across multiple roles in the United States working with multinational Banks and Financial institutions, overseeing deals ranging from $1 million to $1 billion. Ajita’s experience in the US, coupled with her time at Deloitte India in Risk Advisory, uniquely positions her to provide expertise in Financial Planning, Wealth Management, and Equity Advisory. Coming from a business family she frequently accompanied her father in the business meetings discussed over informal settings. This exposure enabled her to cultivate a keen insight into the intricacies of business and management, and their influence on organizational growth and prosperity. Outside of work, Ajita finds joy in meditation, yoga, reading, and traveling, alongside a passion for equity research. She believes in the power of consistency, whether in physical fitness routines or in investment strategies.

Avinash serves as the Operations Manager at TBNG Capital, bringing 9 years of valuable industry experience to the role. He holds a Bachelor’s degree in Banking and Insurance (BBI) from Mumbai University. His day-to-day responsibilities involve executing client investments with precision and care. Avinash is dedicated to ensuring that all investment-related tasks are handled smoothly, providing maximum satisfaction to clients. From opening investment accounts to processing redemption requests, he meticulously mitigates risks at every stage to safeguard client interests. Beyond his professional commitments, Avinash is passionate about cricket and regularly participates in tournaments. His enthusiasm for the sport reflects his commitment to teamwork and excellence, both in and out of the office.

Mahavir is the Operations Executive at TBNG Capital, holding degrees in B.Sc and B.Ed. He is dedicated to resolving all client-related queries promptly, ensuring maximum satisfaction. His daily responsibilities include handling operations-related tasks that could otherwise be a hassle for clients. From meticulously monitoring clients’ KYC status to efficiently opening investment accounts, Mahavir handles these tasks with ease. His background as a professor instills a high level of discipline and dedication in his work at TBNG, making him a reliable and committed team member. Mahavir’s methodical approach and commitment to excellence ensure smooth operations and a seamless experience for clients.

Nikita, the Marketing and Business Development Manager at TBNG Capital Advisors, is an MBA degree holder with a Marketing specialization. In her role, she’s always ready to seize opportunities, reflecting her proactive and dynamic approach. At TBNG, Nikita’s responsibilities extend beyond traditional marketing. She organizes numerous investor education programs throughout the year, fostering a deep connection with clients and the broader community. Her efforts ensure the organization remains lively and engaging, making financial education accessible and enjoyable. Her interests include traveling and is passionate about physical fitness.

Manali brings 3 years of experience in financial planning to TBNG Capital. She holds a degree in BAF and has completed her Certified Financial Planner (CFP) finals, along with NISM XA and XB certifications. In her role, Manali focuses on developing financial plans and recommendations tailored to her clients’ goals. She has been an invaluable asset to the planning team, consistently providing market-compatible financial solutions. Her commitment to leveraging her knowledge for the benefit of her clients is evident in her daily work. Outside the office, Manali enjoys sketching and painting, hobbies that reflect her creativity and attention to detail. Her dedication and expertise make her a key contributor to TBNG Capital’s success.

Sakshi, with 3 years of experience, was named one of India’s Top Women in Finance by Equalifi in a promising role in 2023. She is currently preparing for her Certified Financial Planner (CFP) finals. Additionally, she has successfully completed NISM VA, VB, and VIII certifications. Working as a junior associate in the planning team at TBNG Capital Advisors, Sakshi is dedicated to achieving her clients’ financial goals. She aims to leverage her knowledge and experience to provide practical and effective financial solutions. Outside of her professional commitments, Sakshi enjoys traveling and writing articles, pursuits that enrich her perspective and creativity. Her dedication and passion make her a valuable asset to the TBNG team, ensuring clients receive informed and personalized financial advice.