About Us

Bhupesh P Chaudhri, is a qualified Certified Financial Planner (CFP). He completed his graduation from Mumbai University in the year 2013. While pursuing Chartered Accountant (CA), he developed keen interest towards financial planning and investment advisory. This led to him pursuing CFP, affiliated by FPSB, US in 2017. Today, he has gathered over 7 years of experience in Financial planning & Investment Advisory handling over 350 clients.

He is also the founder of Maestrro Finplan Academy which happens to be an Authorized Education Provider for CFP certification in India. He has over 5 years of experience in training over 1500 candidates for CFP across his career. He has collaborated with brands like ISBR Bengaluru, IIBS Mumbai, Koshy’s Institute of Management, Caculo College Goa, Wilson College Mumbai, RIA-One Finance (as QFA) & Swayam Siddhi Mitra Sangh College of Management & Research (Thane) etc.

Thus, his practical and academic experience has enabled him to gain a 360-degree view of personal finance management. 

Forum H Mayne is a qualified Certified Financial planner & MS in Finance from Heriot Watt (UK). She developed her passion in the field of personal finance during her undergrad days while pursuing Bachelors in Financial Markets from Mumbai University.

In her past, she has worked as a training officer for the relationship managers at ICICI Prudential Mutual Funds. She has been into the business of financial planning and Investment advisory since last 7 years. Till date, she has played a pivotal role in changing lives of around 350 clients (across all finance backgrounds) through her financial planning & investment advisory.

Apart from this, she has also conducted seminars and workshops educating retail clients on various domains of personal finance.