Meet the Experts Behind
Your Financial Success
Our team of certified professionals brings decades of combined experience in wealth management, investment advisory, and financial planning.
Executive Leadership
Leading Vafin360 with vision, expertise, and unwavering commitment to client success.
Rajesh Kumar
Chief Executive Officer
CFP®, CFA | 25+ Years Experience
Rajesh brings over 25 years of experience in wealth management and financial planning. As a Certified Financial Planner and CFA charterholder, he has helped hundreds of families achieve their financial goals through strategic planning and disciplined investment management.
Priya Sharma
Chief Investment Officer
CFA, MBA Finance | 20+ Years Experience
Priya leads our investment strategy with a focus on risk-adjusted returns and portfolio optimization. Her expertise in alternative investments and portfolio modeling has consistently delivered superior results for our clients across market cycles.
Amit Patel
Head of Wealth Management
CFP®, CAIA | 18+ Years Experience
Amit specializes in comprehensive wealth management for high-net-worth individuals and families. His holistic approach integrates tax planning, estate planning, and risk management to create robust financial strategies tailored to each client's unique needs.
Neha Gupta
Director of Client Relations
CFP®, MBA | 15+ Years Experience
Neha ensures every client receives personalized attention and exceptional service. Her commitment to understanding client goals and delivering tailored solutions has built lasting relationships based on trust, transparency, and outstanding results.
Senior Professionals
Experienced advisors dedicated to helping you achieve your financial aspirations.
Arun Kumar
Senior Financial Advisor
CFP® | 12 Years
Specializes in retirement planning and mutual fund advisory for corporate professionals.
Sneha Mehta
Investment Analyst
CFA Level II | 8 Years
Expert in equity research and portfolio modeling with focus on long-term wealth creation.
Vikram Joshi
Tax Planning Specialist
CA, CFP® | 10 Years
Chartered accountant providing tax-efficient investment strategies and compliance solutions.
Ritu Desai
Insurance Advisor
IRDA Licensed | 9 Years
Comprehensive risk planning and insurance solutions for individuals and businesses.
Manish Singh
Loan Consultant
MBA Finance | 11 Years
Expert guidance on home loans, business loans, and debt restructuring solutions.
Kavita Nair
Estate Planning Advisor
CFP®, LLB | 13 Years
Legal and financial expertise in wealth transfer and succession planning strategies.
Suresh Bhat
Credit Bureau Specialist
CIBIL Certified | 7 Years
Credit score improvement, dispute resolution, and credit health management services.
Pooja Verma
Client Success Manager
MBA, CFP® | 6 Years
Dedicated to ensuring seamless client experience and personalized financial solutions.
Our Values
The principles that guide everything we do for our clients.
Excellence
We pursue excellence in every client interaction, investment decision, and advisory service. Our commitment to continuous learning and professional development ensures you receive the highest quality financial guidance.
Partnership
Your success is our success. We build long-term relationships based on trust, transparency, and shared goals. As your financial partners, we're invested in your journey every step of the way.
Innovation
We embrace innovative strategies and cutting-edge tools to deliver superior financial outcomes. From advanced portfolio modeling to alternative investments, we stay ahead of market trends to benefit our clients.
Join Our Team
Are you passionate about helping people achieve financial security? We're always looking for talented professionals who share our commitment to excellence and client success.