Empowering Financial Professionals for Transformative Growth
Who We Are
OAWA unites talented professionals with shared values to empower financial experts and drive lasting success. Together, we create sustainable growth and meaningful impact.
Our People
At OAWA, our strength lies in our people. We are dedicated to building a diverse, inclusive, and empowering culture.
Our Leadership
OAWA is guided by our founder and managing team, supported by an advisory board, dedicated practice leaders, and tactical experts who ensure excellence across all our services.
Our Purpose, Mission and Values
At OAWA, we empower wealth managers to create positive, enduring change in their businesses and for their clients. Our expertise in business strategy consulting, operations improvement, and organizational transformation helps financial professionals scale assets under management, acquire high-net-worth clients, and enhance efficiency.
Our Vision
We believe wealth management isn’t just about numbers—it’s about impact, security, and building a lasting legacy. At OAWA, we envision a future where financial professionals no longer struggle with uncertainty but thrive with confidence, authority, and high-value client relationships. By 2030, we aim to empower 50,000+ wealth managers to triple their AUM, collectively transforming the industry with structured growth and premium advisory models. Through education, mentorship, and innovation, we are creating a new generation of advisors who are respected, sought-after, and financially independent.
Our Mission
Wealth professionals dedicate their lives to helping others build financial security—yet too many remain overworked, underpaid, and dependent on unpredictable referrals. At OAWA, our mission is to change that. We equip MFDs, IFAs, RIAs, and Wealth Managers with proven frameworks, HNI client acquisition strategies, and automation tools to help them build multi-crore AUM businesses with fewer clients and higher profitability. Our commitment is to guide professionals toward high-value advisory, premium positioning, and ₹1 crore+ annual revenue within 24-36 months. Through expert mentorship, hands-on coaching, and a results-driven community, we ensure that every professional we work with experiences real, lasting financial transformation
Join our Community
Our Values
We are dedicated to empowering wealth managers through our core values and mission.
Commitment to Excellence
We uphold the highest standards of professionalism and ethics, prioritizing client success and confidentiality while delivering innovative cost-effective, and impactful solutions.
Transformative Impact
Our focus is on driving measurable improvements for clients, building capabilities for sustained growth, and fostering long-term relationships based on trust and collaboration.
Empowering Culture
We create an inclusive, nonhierarchical environment that supports personal and professional development, respects diverse perspectives, encouraging open dialogues, and operates as a unified, values-driven team.
Meet Our Dedicated Team
At OAWA, we partner with financial professionals at every stage of their journey to unlock their full potential. Whether you are a Mutual Fund Distributor (MFD) or RIA aiming to scale your business, a Chartered Accountant (CA), stock broker, or insurance agent looking to diversify into wealth management, or a private banker seeking to establish your own practice or advance professionally, we provide the tools, frameworks, and expert mentorship you need to succeed.
Our mission is to help you attract high-value clients, achieve sustainable growth, and build a thriving financial practice through innovative strategies tailored to your goals.
Meet Our Experts
Sujoy Das
Former Head-Fixed Income at Invesco Asset management. Over 25 years of experience in Fixed- Income and currency markets.
Vikram Sengupta
IIM C Alumnus. Over 20 years of experience in wealth management. Runs a Wealth Management Firm. Ex-Lehman Brothers, Nomura
Nachiket Harchekar
20+ years of experience empowering wealth managers and professionals to achieve exponential growth, attract high-
value clients, and streamline operations.
Charwak Doulani
Growth strategist and ex-fintech founder with 6+ years of experience. Expert in AI, data, and psychology to drive targeted, efficient business growth
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
10 years of experience in
streamlining operations and helping corporate professionals achieve efficiency and success.
Hardi Parekh
Finance content specialist with expertise in personal finance, investing, and market trends.
Rinchi Kothari
Marketing professional with expertise in digital trends, consumer psychology, and brand strategy. Skilled in social media, content, SEO, and analytics—focused on crafting impactful campaigns that drive measurable growth.
Our Vibrant Community
Join us in celebrating the diverse members who enrich our program.
The Story of OAWA: A Journey of Growth
OAWA’s journey began in 2021, like the start of an inspiring hero’s tale. It all started with Sujoy Das, a passionate leader with over 28 years of experience managing enormous financial assets. Sujoy had a vision: to help wealth managers across India break through their struggles, grow their businesses, and reach new heights.
But Sujoy knew he couldn’t do it alone. He joined hands with a team of brilliant co-founders, each bringing unique skills and ideas. Together, they formed OAWA, with one goal in mind—to empower wealth managers and change lives. This wasn’t just the birth of a company; it was the start of a movement.
