Values driven are Ethical & Transparency

Team of professionals with process & compliance orientated towards achieving clients financial goals.

We see through finance
differently

Founded in 2021, Navami Financial Services was established with a vision to revolutionize the financial services industry by offering innovative investment solutions and robust corporate financing options. Our journey client-centric approach made us to be trusted partner for client’s financial journey.

We are a team of fintech professionals with an intent to facilitate individuals and businesses to achieve their financial goals through personalized investment strategies and comprehensive corporate loan solutions. We are committed to providing exceptional service, expert advice, and tailored-made financial solutions to cater the unique needs of each client. We understand the cashflow cycles of Individuals & Business to get the right mix of financial solutions.

The Team has 80 years plus combined experience on Driving Sales, Credit Underwriting, Wealth & Technology.

Our Vision

  • To be a leading player in Broad Based Financial Service segment /industry
  • To build an ethical, knowledgeable & client centric professionals

Our Mission

  • Manage working capital cycles of MSME’s on ethical ways
  • Provide best in class tailormade solutions to Individuals & Enterprises on their financial journey

Meet the people that make it all happen

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Jayan Thuppala Founder & CEO
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Raju Narayanan Strategic Advisor
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Naveen Govind Strategic Advisor

Jayan provides the growth direction to the firm. He has 20 plus years of experience from varied industries like FMCG, Telecom & Banking. He understands the various Business Models along with hands on experience in Banking on both Lending & Wealth Management. He is Member of CAIIB. (Certified Associate of Indian Institute of Bankers)

Raju is Finance professional with >20Yrs industry experience spread across Banking, Consumer Goods, & Cybersecurity Business in APAC, Europe, America. He has experience of working alongside business leaders managing sizeable product portfolios (up to 0.5B $) and providing strategic /tactical advice on portfolio restructuring, profit expansion, acquisition due diligence and post purchase integration support. He also has In-depth knowledge of book keeping and IFRS/US/Indian GAAP accounting principles. He will be a Strategic adviser for Navami for providing tailor made Debt & investment strategies for mid to small scale business and individuals.

Raju is Associate Member of ICAI, India. Currently based in Texas, USA. He is Passionate follower of Cricket; sports enthusiast.

Naveen Govind is Post graduate in finance from ICFAI Hyderabad, he comes with 2 decades of experience across banking and core wealth management experience spanning across Investment planning & advisory. He has deep understanding of equity markets. He does both Fundamental & Technical Analysis. Currently he is managing 120 cr Wealth AUM. He will be a Strategic Advisor to Navami for Wealth & Investment strategy.

A Post graduate in finance from ICFAI Hyderabad with extensive experience across banking and core wealth management experience spanning across 18 years.

He has deep understanding of equity markets. He has acquired skill sets to understand trends in markets using technical and fundamental analysis. He tracks both earnings and growth in market to keep up with valuations and guide his clients appropriately.

He is worked with reputed wealth management organisation and currently managing more than 100cr of Assets Under management.

Our Values

N

Noble

A

Agile

V

Visionary

A

Accountable

M

Motivated

I

Innovative