Meet Our Founders
13+ years each in wealth management and financial planning — the two people who lead Wisdom Financial Services, and how to reach them directly.
The people behind Wisdom Financial Services
Raj Modi, MBA
Co-Founder & CEO, Wisdom Financial Services Pvt Ltd
Raj Modi is the Co-Founder & CEO of Wisdom Financial Services Pvt Ltd, with 13+ years of experience in wealth management, mutual funds, financial planning and investment solutions. He was previously employed with DSP Mutual Fund, HDFC Bank & ICICI Securities. He follows a client-first approach — understanding each client's goals, managing risk deliberately, and building disciplined, long-term investment strategies rather than chasing short-term returns.
Invest with clarity. Grow with confidence.Raj Modi, Co-Founder & CEO
Pruthvi Pancholi, CA
Co-Founder, Wisdom Financial Services Pvt Ltd
Pruthvi Pancholi, CA is the Co-Founder of Wisdom Financial Services Pvt Ltd, with 13+ years of experience in financial analysis, advisory and investment planning. She specialises in tax-efficient investment structuring, portfolio review, financial statement analysis and wealth planning, with a strong focus on estate, succession and multi-generational wealth planning.
Plan with purpose. Preserve with wisdom. Grow with confidence.Pruthvi Pancholi, Co-Founder
Day-to-day client relationships and grievance redressal at Wisdom Financial Services Pvt Ltd are led by Darshan Prajapati (see Grievance Redressal) — so there's always a real person on the other end, not a ticket queue.
Ready to talk about your goals?
A free, no-obligation conversation — no pressure, just a plan.