Transforming of Financial Professionals

With close to three decades of experience, we have partnered with India’s leading financial professionals and firms to craft winning strategies and solve some of the most complex challenges in wealth management.

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Our Impact

Professionals engaged through OAWA’s learning and mentorship initiatives
2000 +
Aggregate AUM represented by participating advisory practices (self-reported by participants; OAWA does not manage, advise on, or influence client assets)
3000 Cr+
Process engagement improvements observed (based on participant feedback and internal program assessments)
0 x
Cities represented across India and overseas
0 +

(As on 30th June 2025)

All figures are indicative and based on self-reported information from participating professionals. OAWA Investment Education Pvt. Ltd. does not provide investment advice, does not manage client assets, and does not assure business, revenue, or AUM outcomes. All programs are educational and capability-building in nature.

Meet Our Team and Mission

At OAWA, our mission is to empower financial professionals by crafting winning strategies that enhance wealth management. 

Sujoy Das
Sujoy Das
Former Head-Fixed Income at Invesco Asset management. Over 25 years of experience in Fixed- Income and currency markets.
Vikram Sengupta
Vikram Sengupta
IIM C Alumnus. Over 20 years of experience in wealth management. Runs a Wealth Management Firm. Ex-Lehman Brothers, Nomura
Sreeja Mukherjee
Sreeja Mukherjee
Founder and CEO of Integrated Advisory GmbH, a Swiss company.
Trina Cheemalapati
Trina Cheemalapati
A seasoned finance content expert. She brings deep domain expertise and industry insight to every project. She has worked with wealth managers, fintechs, and educational platforms to deliver content that not only informs but drives action — across investments, personal finance, mutual funds, and more.
Gargi Das
Gargi Das
A strategic partner in building high-performing teams, Gargi blends recruitment expertise with organizational design, values alignment, and employee experience to foster a cohesive, mission-driven culture.
Meenakshi Shah
Meenakshi Shah
10 years of experience in optimizing operations and empowering corporate professionals through smart digital tools to boost productivity, enhance efficiency, and deliver lasting impact.
Hardi Parekh
Hardi Parekh
Finance content specialist with a strong foundation in personal finance, investing, and market trends. Skilled at simplifying complex financial concepts into engaging, reader-friendly content across blogs, social media, and educational platforms. Committed to delivering accurate, insightful, and impactful financial communication.
Rupali Shankar
Rupali Shankar
Close to 25 years’ experience in Financial Services across reputed companies in India, including a decade in delivering large advisory and consulting assignments and managing large teams.
Prachi Banthiya
Prachi Banthiya
Empowering wealth managers with proven systems for efficiency and long-term success.

Industries We Serve: Tailored Financial Solutions

OAWA’s combined expertise spans various sectors within the financial industry

Wealth Management
Supporting wealth managers in delivering exceptional value and expanding their portfolios
Financial Advisory
Equipping advisors with tools and knowledge to provide insightful client guidance
Strategic Investment
Assisting investment professionals in maximizing client returns through informed decisions

Our Approach

We combine deep industry knowledge with innovative solutions to address complex challenges and seize emerging opportunities. Our client-centric approach focuses on delivering measurable results and fostering long-term partnerships.

What We Deliver

With years of experience managing assets worth billions, both in India and globally, our tailored programs ensure professionals stay competitive and future-ready. Key outcomes include:

Support long-term, sustainable business growth
We partner with you to leverage tested systems and strategies that attract the right clients, optimize portfolio management, and drive sustainable growth.
Improve positioning
Develop tailored strategies that align with your business goals, driving growth and enhancing competitive edge using client-centric approach.
Enhancing Efficiency in Financial Firms
We focus on with structured systems and processes, improving client satisfaction, and achieving higher conversion rates and revenue growth.
Driving Innovation
Stay ahead with advanced financial tools and branding techniques.

Expert Insights

Explore our latest articles on wealth management.
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Success Stories

Discover how our coaching has transformed the businesses of financial professionals.

Being in business, there are times when you feel lost, and things just don’t seem to go well. That’s exactly what I was experiencing. The guidance has been valuable.

Sonal Sharma
Mutual Fund Distributor

Before joining the sessions, I was overwhelmed with multiple choices and lacked clarity about where to focus. The program has helped me cut through the noise.

DurgaPrasad Shetty
Mutual Fund Distrubutor

Despite understanding the business so well, I was missing some basic yet crucial insights. I have experienced a mindset shift and business transformation after joining OAWA

Mittal Naik
Financial Advisor

Explore Success Stories

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