From Banking Halls to
Family Financial Journeys
Neha Verma's career in finance began inside the system — working with Axis Bank and Max Life Insurance, two of India's most respected financial institutions. Those years gave her deep, firsthand knowledge of how banks and insurance companies operate, what products truly serve clients, and — equally importantly — what does not.
What she observed during those years drove a conviction: most families were being sold products designed around targets and commissions, not around their actual needs. She saw clients with five insurance policies and no investment plan. She saw retirees with no income strategy. She saw families taking on loans without understanding the total cost.
That conviction led her to make a deliberate choice — to leave employment, earn her Certified Financial Planner (CFP) credential from FPSB India, and build a practice that puts the client's interest first. Always.
Today, Trendline Fincap is the result of that choice — a boutique wealth management practice that serves over 75 families across Amritsar and Chandigarh with complete honesty, deep expertise, and a coaching approach that builds financial confidence, not dependency.