Yogita Dand

Yogita Dand is a practicing Certified Financial Planner since 2011 and a Registered Life Planner with the Kinder Institute of Life Planning, USA since 2014. With over 19 years of experience in accounts and finance, including senior leadership roles such as CFO, she brings deep professional maturity to personal finance advisory. She has actively contributed to the financial planning profession as a taskforce member with Network FP, a founding member of the Financial Planning Study Group in Mumbai, and currently serves on the advisory board of 1Finance.

She heads a boutique financial advisory firm focused on delivering unbiased, transparent, and client-centric advice. Her work emphasizes understanding the individual before addressing the finances, ensuring that concerns, fears, and life priorities are addressed prior to implementing any financial strategy. Her advisory practice is built around long-term relationship building, ethical guidance, and aligning financial plans with each client’s unique goals and risk tolerance.

Yogita has led extensive investor education initiatives, having conducted over 100 investor awareness programs for corporates nationwide and 50–60 financial training sessions for distributors in association with Aditya Birla Sun Life Capital. Her mission is to simplify investing by removing jargon and bringing clarity, while her vision centers on helping clients transform aspirations into achievable, well-structured financial goals. Her specialization spans holistic financial planning, goal-based investment management, risk mitigation, and estate planning, delivered with empathy, trust, and professional rigor.