Thaveesh Palapathwala

Thaveesh is a seasoned financial adviser dedicated to helping clients align their financial strategies with their values and long-term goals. With nearly a decade of experience across boutique and corporate firms, he is known for his ability to listen, understand client motivations, and deliver tailored solutions.

His approach is built on empathy, accountability, and stewardship. Thaveesh believes that achieving meaningful results requires more than technical expertise; it takes discipline, the right mindset, and the resilience to embrace life’s challenges as opportunities for growth. His areas of expertise include financial planning, wealth creation, retirement strategies, and legacy building.

Outside work, Thaveesh is passionate about personal growth and maintaining balance, enjoying travel, exploring new cuisines, and staying active through weight training and boxing.