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About Us

Clarity-Led Financial Guidance for Enduring Growth

At Finlift Financial Services, we believe that sustainable financial progress is built through disciplined decision-making, clear structure, and long-term alignment with life and business objectives. In a landscape often shaped by short-term market noise, we focus on helping clients make thoughtful, well-reasoned financial choices that stand the test of time.

We work closely with individuals, families, professionals, and business owners to design financial frameworks that reflect their priorities, risk considerations, and evolving responsibilities. Our guidance is grounded in experience across market cycles and supported by process-driven thinking rather than prediction.

Finlift’s role is not to chase outcomes, but to elevate financial decisions bringing clarity to complexity, continuity to planning, and confidence to long-term wealth creation.

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Years of Experience

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Goals Supported

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Industry Partners

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High Client Trust


Our Mission

To place client interests at the centre of every decision, with a disciplined focus on managing risk and pursuing sustainable financial outcomes in an ethical manner.

Our Vision

To build India’s most trusted financial solutions platform, known for clarity, integrity and long-term value creation.

Our Founder

Sushaant Kodilkar

Founder & Managing Director

Sushaant brings over a decade of experience in private banking and wealth management. Prior to founding Finlift, he worked with leading financial institutions gaining extensive exposure to portfolio management, client relationships, and financial structuring across varied market conditions.

 

Guided by a strong belief in disciplined processes and client-first thinking, Sushaant founded Finlift with the objective of building a transparent, unbiased and decision-led financial services platform. His focus on clarity, structure, and long-term alignment has helped establish trusted relationships with individuals, families, and corporate stakeholders.

 

Sushaant holds a Bachelor’s degree in Commerce and an MBA from Pune University. He values balance and continuous self-improvement, reflected in his active participation in sports, travel and interest in exploring diverse cultures and cuisines.

Experienced. Trusted. Committed.

Sushaant Kodilkar

Founder & Managing Director

Kunal Karnad

Relationship Manager

Shreyash Zagade

Relationship Manager

Frequently Asked Questions

At Finlift, we help you make informed financial decisions across wealth management, credit advisory, estate planning, insurance, and real estate. We focus on understanding your needs and supporting you through the entire process in a structured and smooth manner.

We work with individuals, professionals, families, business owners, and NRIs who are looking for long-term, well-structured financial support. There is no specific eligibility requirement.

Our approach is based on disciplined processes, transparent communication, and long-term alignment. We do not focus on product pushing or short-term market trends.

You can contact us through our website, email, or by visiting our office. Our team will connect with you for an initial discussion to understand your requirements and explain the next steps.

Ready to Take Control of Your Financial Future?

Partner with Finlift to gain clarity, confidence, and personalized guidance for your investment and wealth planning decisions.

Sushaant Kodilkar

Founder & Managing Director

Sushaant brings over a decade of experience in private banking and wealth management. Prior to founding Finlift, he worked with leading financial institutions gaining extensive exposure to portfolio management, client relationships, and financial structuring across varied market conditions.

Guided by a strong belief in disciplined processes and client-first thinking, Sushaant founded Finlift with the objective of building a transparent, unbiased and decision-led financial services platform. His focus on clarity, structure, and long-term alignment has helped establish trusted relationships with individuals, families, and corporate stakeholders.

Sushaant holds a Bachelor’s degree in Commerce and an MBA from Pune University. He values balance and continuous self-improvement, reflected in his active participation in sports, travel and interest in exploring diverse cultures and cuisines.

Kunal Karnad

Relationship Manager

Kunal contributes to client engagement and relationship development with a strong focus on precision, process orientation, and consistency. He works closely with clients to support structured financial decision-making across their investment journey.

A Certified Financial Planner (CFP), Kunal brings a disciplined and methodical approach to client interactions, complementing Finlift’s emphasis on clarity and long-term alignment. His ability to build meaningful relationships and manage diverse client needs supports the firm’s continued growth.

He has a keen interest in watch collecting and is conversant in Konkani, enabling him to connect effectively with a diverse client base.

Shreyash Zagade

Relationship Manager

Shreyash brings a proactive, client-focused approach to identifying and addressing financial needs, with a strong emphasis on responsiveness and consistency in client interactions.

A Certified Financial Planner (CFP), he believes that anticipating client requirements and offering timely, well-structured inputs are central to earning confidence and building long-term relationships. His approach aligns closely with Finlift’s philosophy of disciplined decision-making and trust-led engagement.

He has a strong interest in sport bike riding, reflecting his appreciation for focus and discipline.

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