Our Team
Dipti Pourana
Dipti started her journey as a financial advisor in 1999. She has seen the Indian financial markets evolve significantly in her two decade old journey. She is a firm believer in long term investing and the power of compounding. She plays the role of mentor to Aaditya who has joined the business. One of her favourite quotes is a Gujurati proverb, “Tipe Tipe Sarovar Bharay” which translates to “little drops of water fill up a big lake”. It is this philosophy that has guided her own financial journey and one that she preaches to her clients. She holds a M.Sc in Microbiology from South Gujurat University.
She enjoys cooking, stitching, and reminiscing on classical Indian music in her free time.
Aaditya Pourana, CFA
Aaditya is a second generation financial planner and is focused on implementing and educating clients on the investment lessons passed along to him by our founder, Dipti. He strongly believes in the power of long term investing and its ability to help one achieve their financial goals and create generational wealth. He believes in addressing behavioural biases to investing which often act as a hindrance in achieving sound financial outcomes. He has half a decade of experience in the financial services industry and started his career as an analyst serving Investment Banking and Private Equity clients. Aaditya graduated from HR College of Commerce and Economics with a Bachelors in Commerce (B.Com) and is a CFA® charterholder.
He is an avid sports fan and is a long suffering supporter of Arsenal Football Club