Yogendra leads Moneybolism with his experience of over 2 decades in the investment advisory field. He is among the first few practicing financial planners in India & his knowledge and skill set is the greatest asset for Moneybolism. His command over various technical fields like software development, data center management, and networking e-security gives him a deeper understanding of risks in the current global industrial scenario. His sole aim is to spread financial awareness thereby resulting in the financial health of the country.

Architect turned Certified Financial Planner, Swati’s deep-rooted interest in the finance industry and her innate need to learn new things fueled her passion to enter the world of financial counseling. After having completed a CFP in 2009, she has never looked back. Her career spans over 14 years as CFP, and she has helped over 1000 families and individuals realize their financial dreams. Her architectural background acts as a bonus as it equips her better when it comes to real estate & valuations.

Being Engineering & Management professional Narendra has got 21 years of experience in the service industry in B2C segment. His customer centric approach is a great value addition to Moneybolism and its clients. He has completed his professional qualification as " Qualified Personal Finance Professional" for better understanding of the subject. His passion of imparting knowledge has led him to take financial literacy to schools.

Pratiksha is responsible for managing client relationships through financial discussion meetings and helping clients build customized, diversified, and growth-oriented portfolios with timely risk profiling reviews. She also heads compliance, audits, and operations for Mutual Funds, Insurance, and other investment solutions, ensuring a smooth and seamless financial journey for every client through effective cross-functional coordination.

Atharva oversees operational activities in the Other Products department while managing demat and share-related queries. As a Relationship Manager, he actively manages client portfolios and helps create tailored mutual fund portfolios aligned with clients’ financial goals and risk profiles. Passionate about core finance and client relationship management, Atharva believes in delivering value through trust, knowledge, and proactive service. He is proud to be a part of the vibrant team at Moneybolism

Glancy is working in Mutual Fund Operations as a Back Office Executive, where she is steadily building her understanding of operational processes and financial planning. Along with her core role, she is also learning client handling to strengthen her professional skills. Through her own investment journey, she actively creates awareness about the importance of investing among people in her network. Motivated by continuous learning and growth, she is eager to expand her expertise further in the financial sector.

Manasi is a Relationship Manager at Moneybolism, focused on building strong client relationships and helping clients navigate their financial journey through regular portfolio reviews, expert guidance, and prompt service support. She also contributes to the operational health of the Mutual Fund department by managing critical compliance activities, ensuring ethical and sustainable growth for both clients and the organization.

Chaitali works as a Mutual Fund Operations Head and Relationship Manager at Moneybolism, managing client investment portfolios with a focus on wealth creation and long-term financial growth. She oversees mutual fund operations, ensures smooth transaction processing, and maintains compliance with financial regulations. With a client-focused approach, she provides personalized investment guidance and regular portfolio reviews, helping clients achieve financial stability and investment success through dedicated service and relationship management.

Supriya works as a Mutual Fund Operations Executive and Relationship Manager at Moneybolism, handling client servicing, investment operations, and portfolio support with a focus on customer satisfaction and financial growth. She manages mutual fund transactions, coordinates operational activities, and ensures smooth processing while maintaining compliance with financial guidelines. With a client-centric approach, she provides timely support, efficiently resolves queries, and assists clients with investment-related services, contributing to long-term trust and investment success.