About

Message from Tanvi

I am super excited that you found me! The fact that you are here shows that you are searching for some guidance with regards to your financial life.

I sincerely believe that financial independence can truly empower individuals to pursue their passions and live a life of their dreams.

And to create this dream life you need someone by your side, who can guide you, cheer for you and celebrate every victory with you!
I know this because I’v been where you are now. I’ve finally made it to the other side and now I am determined to empower one million individuals to create and manage wealth in the most efficient way!
  • I want to encourage you to earn immense wealth while pursuing your passion.
  • I want to inspire you to use your Wealth to live your dream life and create a meaningful impact in the society.
  • I want to teach you Wealth Management principles that will change the way you manage your money.
  • I want you to feel confident as you navigate the different stages in your life--getting married, starting a business, starting a family, settling abroad, buying a home, retirement or during an emergency etc.
This is the place you knew in your heart existed and you have finally found it. So, welcome. Join me and the other individuals just like you who have taken the leap to live their DREAM LIFE.

My Story

Let me take you through my story so far:On completing my high School from Convent of Jesus of Mary, I was elated to join the Shri Ram College of Commerce (Delhi University), which is the topmost college for Accounting and Finance in India. Thereafter I pursued MSc. in Finance from the University of Strathclyde in United Kingdom. This gave me immense in depth knowledge about the financial markets and the investment world. When I came back, my parents were mellowing me to take the matrimonial dive, but I was determined to carve out a path of my own.

I got a chance to work with the top Private Banks in New Delhi, HSBC and Anandrathi Wealth Management. After 5 years of soaking in details of wealth management from my expert mentors and esteemed clients, I realized this knowledge was limited to the “Million dollar plus” clients.

The world at large was still being sold unproductive products and was being lured into buying risky investments without proper guidance. I felt an increasing sense of dissatisfaction and wanted to share my learnings with the rest of the world, in a FUN, SIMPLE and nonjudgmental way. I dived into the world of entrepreneurship and founded, WEALTH AWARE, a New Delhi based Wealth Management and Coaching Firm in 2016.

With every person who becomes more financially educated and empowered through my work, I feel more fulfilled in Life!

Get Started Today