Nehal Mota in

Nehal Mota

Questioner · DISC type c
Co-Founder at Finnovate Financial Services
📍 Mumbai, Maharashtra, India

Nehal Mota is the Co-Founder and CEO of Finnovate Financial Services, a wealth-tech platform she started in 2007 to promote financial well-being. With over two decades of experience in personal finance, she is a strong advocate for financial literacy, having led over 500 workshops for more than 35, 000 people.

Driven by a belief that financial independence provides peace of mind and the ability to make choices without fear, Nehal is passionate about empowering people with a structured approach to money management. This mission was shaped by her personal experiences with financial scarcity and surviving the Bhuj earthquake.

Her insights on financial planning and investment strategies are regularly featured in prominent publications like The Economic Times, Mint, and Moneycontrol.

Read the full overview →
Experience
18 Years
Current Role
Co-Founder
Job Level
Leadership
Location
Mumbai, Maharashtra, India
Personality Overview

How Nehal shows up

Cautious & Analytical
Systematic
Value Seeker

They prefer to do thorough analysis of any situation. While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters. It is quite likely of them to ask for pricing or other concessions.

Priorities

Topics Nehal cares about

Financial Fitness
A core concept in her work at Finnovate, she has developed a 'FinnFit' plan focused on helping clients achieve their financial goals.
Wealth Technology
Co-founded and leads Finnovate, a tech-driven platform offering personalized financial planning and investment solutions to working professionals and families.
+5 more topics Login to view topics
Career

Work history

4-2007
Co-Founder
Finnovate Financial Services
Vice President
India Infoline Ltd
1-2005
Sales Manager
ICICI Prudential Life Insurance Company Limited
Sales Manager
ABN AMRO Bank N.V.
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
2019 - 2020
Goldman Sachs 10000 Women Program
NSRCEL, IIM Banglore
2000 - 2002
Master of Business Administration - MBA
N. L. Dalmia Institute of Management Studies and Research
Social presence
in
Behavioral profile

DISC profile (public)

c

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

More profiles

Discover additional public profiles from our index.

Unlock the full playbookSee exactly how to sell to Nehal. Free, 10 seconds.