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About Us

Know more about Wisdom2Wealth®

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About Us

Digital solutions and resources to help you take control of your financial matters

Let’s face it. It is not easy for everyone to understand the nuances of personal financial matters and to clearly articulate future financial needs. With a plethora of products offered by banks, mutual funds, insurance companies and others, it may be confusing to decide what is the right product to meet your financial needs. At times, you are at the mercy of intermediaries (such as agents, brokers etc.) that may not strictly work in your personal interest.

Wisdom2Wealth® provides digital solutions and resources for your financial well-being. You no longer need to depend on others to gain an insight into your personal financial matters. We also provide online resources so that you can enhance your knowledge of various financial concepts and terms commonly used.

What We Do

We aim to spread knowledge about personal financial planning through digital tools and resources

Online Tools

Online tools offered by us are designed to help you gain an insight into your personal financial matters

Knowledge Sharing

We provide online resources so that you can enhance your knowledge about various financial terms and concepts

Financial Wisdom

The financial wisdom gained by using our tools and resources would help you in taking informed decisions to enhance your wealth

The online tools offered by us are indeed just that – tools. We do not provide any investment advice or consulting support on financial matters.
We strongly encourage you to consult your financial advisors before taking any decisions based on the outcome of the tools and resources provided.

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Our Vision

Our vision is to empower everyone for their financial well-being.

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Our Mission

Our mission is to ensure that our tools and resources are accessible in a cost-effective manner by all those who need them and to make them as user-friendly and jargon-free as possible for anyone to use them easily.

Why Choose Us

Tools & resources from experts

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Independent Insight

We are completely independent of any financial institution, such as banks, mutual funds, insurance companies etc. Given this, our tools and resources are designed to provide you with an objective and independent insight into your personal financial matters.

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Professionals and Experts

Wisdom2Wealth® is promoted and supported by seasoned professionals and experts from finance, economics and IT backgrounds. This provides you with the tools and resources that are personally vetted and used by experts.

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Confidentiality

We do not store the detailed data or information pertaining to your personal finance, giving you the complete peace of mind about the confidentiality of your financial matters. Please read our Privacy Policy.

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Transparency

We do not send out marketing alerts about our new products, unless explicitly agreed to by you.

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Our Leadership & Advisors

Experts from Finance, Economics and IT

Sanket Kawatkar

Founder and Director

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Sanket is an actuary (a Fellow of the Institute and Faculty of Actuaries, UK and also a Fellow of the Institute of Actuaries of India) by profession, with a rich experience of more than 26 years in life insurance and consulting in Singapore, UK and India. He has been a well-known actuarial consultant in the Indian life insurance sector and has worked on many assignments covering IPOs, Mergers and Acquisitions (M&A), strategy development and reviews, product development etc. After retiring from full time consulting with the aim to promote financial literacy and wellbeing, he is passionate to spread awareness about the need for sound personal financial planning and to make the necessary tools and resources available to all.

Mandar Oak

Advisor

Mandar is a Ph.D. from Cornell University (New York, USA) and MA from Delhi School of Economics. He is currently a Visiting Professor in the School of Economics at Shiv Nadar University (India). He has also been an academic in the School of Economics, University of Adelaide (Australia) and a visiting faculty at IIM (Bangalore). Mandar has published over 20 articles covering public economics, political economy, micro-economics and economic development and has over 15 years’ experience in teaching these subjects to students at under-graduate, post-graduate and executive level.

Ganesh Pitre

Advisor

Ganesh is a senior IT professional with more than 27 years’ experience in the IT industry in India, UK, USA and Australia. Ganesh has worked with the industry leaders including Accenture, Cognizant, Wipro, FIS Global and Infosys in areas such as software development, project management, delivery governance, software engineering processes and total quality management. Currently, he is working as a Chief Completion Officer (CCO) with a digital transformation company based in Mumbai. Ganesh is an Engineer by profession and has also completed Executive Management program from IIM (Kolkata).

Sneha Khanolkar

Advisor

Sneha is a Chartered Accountant and an International MBA from IE Business School Spain, with more than 18 years’ experience in Financial Services and Management Consulting across Asia, Europe and Africa. She has a track record of handling challenging mandates for global and Indian financial services companies, viz. J. P. Morgan Chase, ABN AMRO, Bank of America and Aditya Birla Sun Life Insurance. Sneha has a strong understanding of banking products and has led the projects covering migration of the banking function across borders. She is currently working in the Securities Financing and Reporting area with a leading Nordic commercial bank in Stockholm, Sweden.