Our Team
Our professional team produce creative solutions for you.
Devang Shah
Devang Shah founded Right Returns, one of India’s first Financial Planning practices, in June of 2000. He is a Cost Accountant, a CFPCM and an MBA from IIM Ahmedabad. He has chaired the Global Advisory Council of the FPA, USA. He has served as an advisor to FPSB India as well as been the member of their very first Examination and Certification Committee (FPSB India grants the CFP certification in India). He was the first CFP to be licensed across the US & India in 2005. He surrendered the US certification in 2022 to focus exclusively in the India practice. He has also served on the Capital Markets Committee of the Indian Merchants Chamber.
His belief is that unless good quality, genuine financial advice is made available to individuals, money will continue to be a cause of stress instead of freedom for many of us. He doesn’t see the barrage of asset-gathering professionals as the role model for Right Returns. Devang, along with his colleagues, are leading Right Returns with a vision of delivering financial advice, which is beyond money management. Advice that is exceptionally crucial for our financial well-being and prosperity, than the illusionary chase of return maximisation.
Devang believes that the context is at least as important as the content, if not more. Seeing the whole picture is essential to learning the truth. Else we are one of the six blind men with the elephant.
Running, cycling, and meditation are among Devang’s favourite activities.
Neha Savla
Email ID: neha@rightreturns.com
Neha Savla has completed her Postgraduate Diploma in Management from Welingkar, Mumbai. Prior to joining Right Returns, she worked at HDFC Asset Management Company in the operations team.
Neha actively works with clients in addressing goals, objectives and aspirations. She brings an insight of how to accomplish what apparently looks unsolvable as well as an understanding to provide honest inputs to what looks beyond practical. Designing well thought out portfolios and frameworks to lead these portfolios in successfully meeting mutually agreed client goals is her forte. She leads a very competent team and nurtures them to push their and consequently the firm’s boundaries.
Being the mother of a toddler, she enjoys her enchanting rollercoaster ride of parenthood, balancing two universes, one of being a loving parent & the other of being a committed team member.
Rita Jaiswar
Rita Jaiswar is in charge of troubleshooting and client experience. She is the go-to person for all compliance and execution-related issues in Right Returns. In terms of her education, she passed the CFP exams and has a commerce degree in accounting and finance. With her, she also brought more than nine years of industry expertise when she joined the RR family.
Abhijeet Bhatkar
Abhijeet Bhatkar’s passion for learning and his destiny worked together to make him reach where he is now at Right Returns. He is a perfect example of the saying, “Responsibilities and experience make the man mature, not age.” You will be surprised to know that he joined the firm in 2014 as a staff member with no prior office work experience. Now, he oversees executing transactions, handles client onboarding on MFU, and coordinates clients for transaction-related concerns with ease.
However, the first thing you will notice about him is his genuine smile. Abhijeet is really full of enthusiasm, a family man, and enjoys cooking in his leisure time.
Amit Prajapati
Amit Prajapati is responsible for product research and reviewing the client portfolio at Right Returns. He has cleared his CFPCM exams, completed the XA and XB Investment Advisory certifications of NISM. He holds a Post Graduate Diploma in Management from Welingkar Institute and also holds a Post Graduate degree in commerce. After working with Axis he joined the firm in 2019.
Assisting the portfolio design and review team are not only things he is good at; Amit is an amazing guitarist as well. Along with this, he also practices Shabda Yoga. His persistent optimism about life and keen focus make him the man he is.
Jyotsna Dudye
Jyotsna Dudye currently holds the position of compliance officer at Right Returns. She started as a fresher and is now responsible for reporting, managing investment information, and also assisting in client coordination. Apart from completing her graduation in accounting and finance, she also holds a master of commerce degree, both from Mumbai University.
Jyotsna is genuinely enthusiastic about her job and highly focused on her career. In addition to that, she enjoys traveling, exploring new places, and spending quality time with her family.
Yuti Jain
Yuti Jain is one of our youthful, vivacious colleagues. She has been assigned to assist in product research, writing client communications, and reviewing clients’ portfolios. In addition to graduating with a commerce degree and successfully completing the CFPCM exams, she cleared the XA and XB Investment Advisory certifications of NISM. Before she joined the Right Returns family, she worked as a junior assistant in the on-site audit for Jain and Jain Chartered Accountants and for Equentis Wealth Advisory, which involved direct interaction with retail customers.
While Yuti believes in the phrase “work hard, party harder,” she is also a spiritual person. She is also a sports personality and represented her college in inter-college basketball. In scientific terms, she is the Mitochondria of Right Returns.
Pooja Bhosale
Pooja Bhosale deals with execution and operations at Right Returns. She assists with quarterly reporting and data reconciliation. Her academic credentials include an MBA in operations management, a diploma in tax management from the Welingkars Institute, and the successful completion of the CFPCMexams.
Along with these qualifications, she has five years of experience in accounting and finance with Shiva Apparels, 1.5 years with Linc Pen & Plastics Ltd. and as a paraplanner with Fasttrack Financial Planner. There is another side to this finance personality who volunteers to help the underprivileged and for the conservation of nature at NGOs.
Jyoti Dias
Jyoti Dias has been with Right Returns since its early years. She assists in coordination with different AMCs and also helps in execution with MFU regarding queries. Practically, she can help with issues that impact the smooth functioning of the team. Let us tell you that she has her graduation in arts with a major in history and sociology.
Even after being a person with an arts background, she has now become the go-to person for both clients and her colleagues for any assistance. When she’s not working, Jyoti enjoys interacting with others, and her favourite activity is listening to music.
Namdeo Rathod
Namdeo Rathod has been a part-time employee of Right Returns Financial Planning LLP since 2018.
His responsibilities include handling the accounts of the firm and assisting with compliance-related tasks.
Krishnakant Naik
Krishnakant Vithoba Naik takes care of the hospitality of clients and guests visiting the Right Returns’ office. He is also responsible for housekeeping and outdoor tasks, like visits to the client’s house, running errands, delivering and submitting various documents, and more. Everyone who has visited the office knows him as Krishna and not Krishnakant. Since joining the RR family, he has always made an effort to learn new skills for personal development and is currently trying his hands on a computer.
He actively follows regional politics and loves to watch cricket in his leisure time.
Making your money work for you with our guidance!
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