NerdyBird Wealth Advisory LLP | SEBI RIA | Non-Individual | Reg. No. INA000020925 | BSE Enlistment Number 2314
NerdyBird Wealth Advisory LLP | SEBI RIA | Non-Individual | Reg. No. INA000020925 | BSE Enlistment Number 2314
A 15-minute discovery Session:
Experience financial life planning
Learn how we can partner in your life and money journey
Discover what matters most to you | Align your life and money goals | Design action
Learn money jargon with simplicity | Navigate the financial world with confidence
Discovery Call | 15 minutes
One Session
1-to-1
Experience financial coaching
Discover how we can partner in your life and money journey
Financial Life Planning Services
Spend Consciously
Embody a Powerful Money Mindset
Pay down debt
Take charge of Income Tax
Manage Money like a Pro
Investment Services
Swim+
Design a suitable investment portfolio
Automate and execute mutual fund investments
Review portfolio periodically
Build wealth for your life goals
(Customizable)
How to approach your financial wellbeing
Simple money concepts and terms to navigate your financial life
(Customizable)
Design and development of content for financial education programs
Development of Facilitator Guides and Facilitator Training Programs
Principal Officer & Designated Partner
Shilpa is Principal Officer and Designated Partner at NerdyBird Wealth Advisory LLP, a non-individual SEBI Registered Investment Adviser (RIA) and a non-individual AMFI-Registered Mutual Fund Distributor (MFD).
She is a Certified Financial Planner CFP® and a certified Financial Fitness Coach FFC® .
With her passion to see financially confident people around the world, she founded Nerdy Bird.
She also facilitates topical financial wellness sessions to instill clarity, confidence and action with money.
She has facilitated Financial Wellness Group programs for organizations such as Skill Factory Africa, Allegis Global Solutions, Zomato, Leap Club, Moody’s and UpScalio.
Shilpa holds an MBA from the Institute of Rural Management Anand (IRMA), Gujarat and a graduate degree in Civil Engineering from RVCE, Bangalore. She started her career with Dvara Solutions, designing financial products and wealth management solutions for customers in remote rural India.
Shilpa is mom to a ten-year-old. She loves birding, trekking, cycling, running, basketball, swimming, and many more reasons to remain outdoors!
Social Entrepreneur | Social Development Consultant | Feminist
Gouthami is a social development consultant with over three decades of experience, working with both international organisations and grassroots NGOs in India, Timor Leste and the Philippines. She has an MA in Gender & Development from IDS, Sussex, UK and a post graduate degree in Rural Management from IRMA, India. She is trained in and is a trainer of participatory methods and approaches. These form the foundation for all her work and her life.
She was a social entrepreneur for a decade running a responsible tourism company called Travel Another India. She took the initiative in setting up, strategising and running a widely recognised and awarded responsible travel company. She quickly learnt new ways of working, with a range of stakeholders, stretching her limits and becoming self-reliant, creative and adaptive. Most importantly, she knew when to call it a day and close the company.
She is a feminist and considers herself to be a citizen of planet earth who currently lives in Pomburpha in North Goa. She is interested in writing, number crunching, reading, travel, crochet, embroidery, astronomy and many more things! To indulge in all these, she consults on Gender Issues, Strategic Management and Livelihoods.