Sachin S Deshpande is a QPFP-certified professional, AMFI-registered Mutual Fund Distributor, and IRDAI-certified Insurance professional, with an MBA in International Business, a PG Diploma in Financial Management, and a Bachelor’s degree in Science.

He believes that meaningful financial advice begins with understanding people, their goals, responsibilities, and comfort with risk. With over 24 years of professional experience and nearly nine years in personal finance, Sachin brings a strong foundation in customer service, sales, and financial consulting, along with disciplined thinking shaped by his earlier corporate experience with the Maersk Group.

At InCapitalUp Finwealths Pvt. Ltd., Sachin works closely with individuals and families to create goal-based, long-term investment strategies that align with different life stages. He focuses on explaining concepts in simple language and helping clients make informed decisions, rather than pushing products.

With a firm belief in simplicity, ethical and transparent guidance, his aim is to help clients build financial confidence, stability, and long-term well-being.

An IIM Indore Executive Alumni and a Masters in commerce from Mumbai University, Preity combines academic excellence with hands-on expertise in project management and process optimization. She is certified in Project Management and Lean Six Sigma (Green Belt), along with professional certifications in financial planning (QPFP) and financial management, enabling her to drive efficiency, structure, and measurable outcomes. A strong advocate for women empowerment, she actively supports startups in sustainability, environmental innovation, and agricultural development.

Preity S. Deshpande brings over 18 years of rich corporate experience and has proudly represented India at multiple international forums. As the Co-Founder and driving force behind InCapitalUp Finwealths Pvt. Ltd., she has been instrumental in shaping the company’s strategic growth, especially through her leadership in Sales, Marketing, and Brand Positioning.

For the past nine years, Preity has led sales initiatives at InCapitalUp, building a strong brand presence and enabling the organisation to become a trusted name in financial planning, wealth management, and corporate consulting. Her insights and thought leadership are regularly published in leading regional newspapers, reflecting her deep understanding of finance, business behaviour, and market trends.

Before co-founding InCapitalUp, Preity worked with the Maersk Group's global project team, where she contributed to the rollout of the global tariff launch project. Her experience spans business planning, operations, and managing cross-functional teams across international corporate environments.

Nilakshi Dhuri brings over 15 years of specialised experience in the insurance sector, where she leads insurance strategy, operations, and product development. She has been instrumental in setting up innovative processes across the insurance domain, driving strong regulatory compliance, and managing high-performing teams to streamline claims and underwriting functions.

A strong believer in the power of technology and data, Nilakshi focuses on enhancing customer experience and improving business outcomes through smart, efficient solutions. Her expertise spans health, general, and life insurance, enabling her to guide clients with clarity, confidence, and precision.

With deep industry knowledge and a client-first approach, Nilakshi is committed to delivering exceptional service and well-tailored insurance solutions that meet every client’s unique needs.

Kirti Ganekar has over 6 years of experience managing back-office systems and processes. She plays a vital role in handling communication with various financial institutions, including mutual fund companies (AMCs), insurance companies, entities dealing with bonds and equities. As the backbone of our operations, Kirti ensures that data is managed effectively and securely. Her responsibilities include maintaining accurate client records, processing transactions, reconciling accounts, and ensuring compliance with regulatory requirements. With her meticulous attention to detail and dedication, Kirti supports the smooth functioning of In Capital Up.

With extensive experience in managing client portfolios and delivering personalised financial guidance, Chaitali plays a key role in building long-lasting client relationships. As a Relationship Manager, she ensures that every client receives timely support, transparent communication, and tailored solutions based on their goals. Her background spans escalation handling , and customer engagement—making her a trusted point of contact for both new and long-term clients. With a strong focus on service excellence and relationship-driven outcomes, she helps clients make confident financial decisions while strengthening the company’s commitment to trust and reliability.

CA Ashwini Manerikar provides strategic and management-level advisory support to InCapital FinWealth Pvt Ltd. With 15+ years of experience in Direct & Indirect Taxation and regulatory compliance, she adds valuable perspective to our decision-making.

Clients who require Chartered Accountancy services may connect with her directly for ITR filing, GST compliance, tax planning, TDS work, accounting and related filings.

All Chartered Accountancy services, wherever applicable, are provided exclusively and ethically through her independent CA practice and not through InCapital FinWealth Pvt Ltd.

Adv. Tushar Pawar serves as an independent advisor to InCapitalUp FinWealth Pvt. Ltd., providing specialised guidance in insurance claim support, legal documentation, and fundamental estate-planning matters, including will preparation. With extensive experience in legal processes, disputed/rejected insurance claims, and documentation review, he assists our clients in understanding procedural requirements, organising essential paperwork, and approaching their matters with clarity and confidence.

All legal or professional services, where required, are rendered independently through his firm, Hityarthi Claim Advisory LLP, and not through InCapitalUp FinWealth Pvt. Ltd. His role with InCapitalUp is strictly advisory in nature and does not constitute legal representation.