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The People Behind Bodha

A firm built to
educate and support.

Bodha was built on a simple belief - that individuals, founders and businesses deserve financial expertise that is honest, hands-on and genuinely invested in their success. We educate, advise and support - so the people we work with can make better decisions and build stronger futures.

Built from experience,
for one purpose.

Bodha was built around a simple observation - most people don't lack ambition, they lack access to honest, credible financial guidance. Whether you're a founder trying to make sense of your numbers, a business looking for strategic financial leadership or an individual taking control of your personal finances, the gap between where you are and where you want to be is often just knowledge and the right support.

We work across the full spectrum of financial need. We educate through our Finance Course, designed to give individuals and aspiring investors the knowledge that actually matters. We advise and operate through our Virtual CFO service, embedding financial leadership into growing businesses. We back early builders through our venture arm. And we give everyone access to free tools to make better financial decisions every day.

We're not a large consultancy and we're not trying to be. We're a small, focused team of qualified professionals who care deeply about the outcomes of the people we work with. We measure our success by one thing: whether our clients are genuinely better off for working with us.

We built the firm we
wished existed when we
were on the other side.
98%
Client Retention
4.9
Client Rating
10+
Services Offered
0
Missed Deadlines
The people behind
the work.
01
A
Partner - Finance
Chartered Accountant · Co-Founder

Our finance partner is a Chartered Accountant, CFA Level 3 candidate and former Deloitte Manager who has spent years working alongside some of the most experienced financial minds in the industry - Senior Partners, CFOs and other C-suite executives across Financial Services, Consumer and Life Sciences. That proximity to excellence shapes everything: how we think, how we work and the standard we hold ourselves to.

It's a rare kind of formation, not just technical training, but years of watching how the best in the business approach complexity, make decisions under pressure and lead with clarity. That perspective now sits at the centre of Bodha and it's what every client benefits from.

02
T
Partner - Technology
Senior Developer · Co-Founder

A senior developer with a career spent inside early-stage startups - not as a contractor, but as a core team member working directly alongside founders through the chaos, pivots, and milestones that define the early years of a company. This is someone who has seen from the inside what it takes to build something from nothing.

Having been on the founder's side of the table, this partner brings something rare to Bodha: a genuine, lived understanding of what entrepreneurs need - not just on the technical side, but in terms of support, clarity, and someone who truly gets the journey. That empathy informs how we engage with founders across our Virtual CFO service, our venture investing, and every conversation we have with a business that's trying to grow.

Principles we don't
compromise on.

These aren't marketing words. They're the things we've built the firm around and what every client should expect from us.

🤝
Direct accountability
You always know who is responsible for your work. No layers, no handoffs to juniors. The partner who signs off on the proposal is the same person doing the work.
🔍
Honesty over comfort
We'll tell you what you need to hear, not what you want to hear. If your numbers are concerning, your model is wrong, or your plan has a flaw — you'll hear it from us first.
⚙️
Craft in every detail
We care about how the work looks, not just what it says. A well-crafted report, a clean model, a polished tool — quality signals are everywhere if you're paying attention.
🏗️
Built for the long term
We're not interested in one-off engagements. We want to be the firm you call when something big happens — good or bad — and trust us to help you navigate it.
🌱
We grow with our clients
Some of our best work happens when we've watched a client go from early chaos to confident scale. That journey matters to us — and we invest in it genuinely.
🔒
Confidentiality, always
Your financials, your strategies, and your internal challenges stay inside our walls. We never discuss one client's business with another, ever.
Education meets expertise.
Knowledge meets execution.

Most financial firms advise. Most educators teach. We do both - combining professional-grade financial expertise with a genuine commitment to helping people understand and act on their finances. That's what makes us different.

📐
Financial depth you can rely on
Big 4 finance background. CA and CFA qualification. Deep sector knowledge across Financial Services, Consumer, and Life Sciences. Your numbers are in the most capable hands.
🎓
Education that actually changes things
Our Finance Course is built by a Chartered Accountant and CFA Program graduate with real-world experience — not generic content. We teach the things that matter, in the way they actually work in practice.
🎯
Operator mindset, not just advisor mindset
Our team has worked inside companies, not just beside them. We understand urgency, constraints, and the reality of building. We give advice we'd take ourselves.
🤝
Personal. Not a large firm.
We are not a large consultancy. Every client and every student matters to us personally — you get real attention, not a ticketing system or a junior associate. That's the way we want to work.
Work with people who
genuinely care.
Education, advisory, and a firm that shows up. Let's talk.
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