Sneha Jaggar



I find great joy in aiding wins of others. A conversation with deep listening is all it takes to break the ice and get insights into goals, aspirations and thus wellness of families.

I love meeting different people with different backgrounds having different expectations from their future; trusting me to help co-create a journey for them. Money is an emotional subject, the Certified Financial Transitionist (CeFT) training equipped me to help clients deal with these emotions and then rationalize the next step forward for them.

When I’m not passionately planning or crunching numbers, I am playing with my kids, listening to music, baking cakes, traveling and learning about new cultures.