About Us

We’ve assembled a team of seasoned professionals and ex-bankers dedicated to simplifying your financial journey. With over 70 years of collective experience in banking, finance, we are your trusted guides, offering personalized solutions and unwavering support.

Mission

Offer a comprehensive suite of services under one roof, saving our clients precious time, effort, and worry in managing their financial matters. We empower our clients to navigate complex financial processes with ease by providing personalized guidance, expert knowledge, and unwavering support.

Values

We are approachable and responsive, ensuring our services are within reach. Our clients can count on us for consistent, dependable support. We prioritize timely communication and swift resolution of client issues.

Meet Our Team

We’re more than just financial experts; we’re a team dedicated to making your financial life easier. Our approachable and knowledgeable professionals are passionate about building trusting relationships and simplifying complex processes. Get to know us!

Vaishali Lale

Growth Partner

  • Vaishali Lale brings over 28 years of extensive banking and financial expertise to the table, with a distinguished career spanning various roles.
  • As a seasoned branch manager and head of private banking at HDFC Bank for 10 years, she led teams to deliver exceptional client service and drive business growth.
  • With 12 years as an executive vice president in wealth management, Vaishali’s leadership has been instrumental in navigating complex financial landscapes and delivering tailored solutions to clients.
  • Her international experience further enriches her perspective, allowing her to effectively address the diverse needs of clients in global markets.

Mandar Kadam

Growth Partner

  • Certified Independent Director from IICA (Indian Institue of Corporate Affairs). Having 23 years of experience in Retail Branch Banking , Wealth management and MSME banking.
  • Having worked with reputed banks like HDFC Bank Ltd, Standard Chartered Bank, Kotak Mahindra Bank Ltd and IDFC FIRST Bank Ltd. Previous assignment as Sr Vice President and Regional Head managed 525 + team members.
  • Have successfully conducted train the trainer’s session as part of learning and development drive in Retail branch banking.
  • Have imparted banking product sales and operations related training to 40 regional trainers. Have expertise in Credit counselling and have conducted training to help applicants improve credit score.

Manjiri Kanade

Growth Partner

  • Manjiri Kanade brings over three decades of diverse experience to the financial services sector.
  • Initially an international basketball player for India, she developed key skills in discipline, teamwork, and strategic thinking. These skills have underpinned her successful 23-year career at the State Bank of India (SBI) as a Personal Banker, where she excelled in client services and personal segment loans.
  • Expanding her expertise into wealth management, focusing on mutual funds and crafting sustainable, profitable investment strategies tailored to client goals and risk tolerance.
  • Now at VMF, she continues to combine her sports, banking and financial insights into client servicing.

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