About Founder

Jyoti Godara, CFP®

Jyoti Godara - Expert in Financial Guidance with over 14 years of experience in the financial sector. She is a distinguished Certified Financial Planner (CFP) with a passion for empowering individuals to achieve their financial goals. She completed her MBA in Finance and subsequently started working in the Asset Management Industry. Over the next eight years, she honed her skills and gained invaluable experience working in various corporate roles within the financial sector. Recognizing the lack of financial literacy and importance of goal based financial planning among individuals, she decided to enter into personalized financial planning domain.

Jyoti, being daughter of an Airforce veteran, had always observed the hardships of defence personals since her childhood. She got married to Wg Cdr Sandeep Kumar in the year 2015 and also became daughter-in-law of an Army veteran. In the year 2017, she along with her husband, Wg Cdr Sandeep Kumar, and her father-in-law, Hony. Capt. Kishna Ram had understood the lack of financial literacy among individuals in general and among Armed Forces personal in particular. They decided to spread financial education among individuals to solve financial hardships of defence personal. She got her inspiration from her family to help the Defence community by her knowledge who often encounter unique financial issues.

To provide gold-standard financial planning services and to further elevate her expertise, she enrolled in the Financial Planning Standards Board (FPSB) certification program and attained the prestigious CFP designation.

Jyoti's extensive background, combined with her unwavering focus on need-based investment strategies, makes her a trusted advisor for those seeking comprehensive financial guidance. With a deep understanding of the unique financial challenges faced by individuals, she is dedicated to helping her clients navigate their financial journeys with confidence and clarity.