Our Team

wrapkit
Deepti Khadikar, CFP ®
Founder & CEO

Deepti Khadikar is a dedicated financial professional and Mutual Fund Distributor committed to helping individuals, corporates and families build long-term financial security through informed investment decisions.

At FInvesTree, she believes that financial planning is not just about choosing the right products—it's about understanding each client's goals, responsibilities, and aspirations. She takes the time to explain investment concepts in simple, easy-to-understand language, enabling clients to make confident and well-informed decisions.

With a client-first approach, Deepti specialises in mutual funds, Systematic Investment Plans (SIPs), health insurance, term insurance, and goal-based financial planning. Her focus is on creating personalised strategies that align with each client's unique financial journey, whether it's wealth creation, retirement planning, children's education, or protecting loved ones through adequate insurance.

Known for her approachable nature, transparency, and commitment to ethical financial practices, Deepti has earned the trust of clients who value honest advice and long-term relationships over short-term gains.

Through FInvesTree, her mission is to simplify finance, promote financial awareness, and empower every client to achieve financial independence with confidence.

Rahul Khadikar
Co-Founder & COO

Rahul is the Co-Founder and COO of FInvesTree, a premier financial services firm built on the pillar of an ethical, customer-first approach. With a deep-rooted passion for financial literacy and wealth management, he has spent years in shaping the firm into a trusted partner for individuals, families, and corporate professionals seeking long-term financial security.

Based in Indore, His expertise spans across Mutual Funds, Strategic Term Life Insurance, Professional Indemnity for specialists, Mediclaim, Travel Insurance etc.... He firmly believes that true financial freedom is built on structured protection and goal-based discipline rather than chasing temporary market trends.

Rahul is a strong advocate for corporate financial wellness. He regularly conducts interactive Investment Awareness Sessions at leading organizations, helping workforces simplify complex financial concepts and make confident, inflation-adjusted investment decisions. Under his leadership, FInvesTree has grown from a visionary concept into a thriving advisory firm that prioritizes transparent, lifelong relationships over commission-driven sales.

wrapkit
wrapkit
Tanishka Saretha
Operation Executive

Tanishka is holding a masters degree in Business Administration. She takes care of all the operations and executions part in FInvesTree. She is proficient in doing her work with in a organised manner. She takes care of all the customer and coordination amd making sure the smooth running of the operations processes.

About Us

FInvesTree provides Investors with the comprehensive, competent, customised and classy best solution in wealth management and risk management areas.

Team Blog Life @finvestree

Let's Connect

services@finvestree.com

+91-93997-98706

FInvesTree,
2nd Floor, Adited House,
Opp. Aayam Career Institute
Old Palasia Main Road, Indore
Madhya Pradesh 452001