Helping you Find your
Financial Confidence
What Clients Say
Dip Your Toes
A 15-minute one-to-one session free of charge:
Experience financial coaching
Learn how we can partner in your life and money journey
The 2-Step Financial Wellness Approach
Services
One Session
1-to-1
Experience financial coaching
Discover how we can partner in your life and money journey
Coaching Services
Spend Consciously
Embody a Powerful Money Mindset
Pay down debt
Take charge of Income Tax
Manage Money like a Pro
Investment Services
Design a suitable mutual fund investment portfolio
Automate and execute mutual fund investments
Review portfolio periodically
Build wealth for your life goals
Get confident with investing
Design and development of content for financial education programs
Development Facilitator Guides and Facilitator Training Programs
About the Team
Shilpa Bhaskar Gole
Financial Wellness Coach & Founder
Shilpa is a Certified Financial Planner CFPCM and a certified Financial Fitness Coach FFC® .
With her passion to see financially confident women around the world, she founded NerdyBird Financial Wellness.
Shilpa is an AMFI-Registered Mutual Fund Distributor, offering mutual fund investment services.
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, Orix India, Leap Club, Aspire For Her 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 an eight-year-old. She loves birding, trekking, cycling, running, basketball, swimming, and many more reasons to remain outdoors!
Advisory Board
Gouthami
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.