Meet the Founder

Reena Saxena

Reena Saxena is the author of Unlock the Wealth Mindset – Master Money Habits

She is a former banker, financial coach, BFSI & financial literacy trainer and writer. She holds certifications in

  1. Financial Coaching
  2. NISM Series VA – Mutual Fund Distributors Exam
  3. Life Coaching
  4. NLP Master Practitioner
  5. Instructional Design
  6. Technical Writing
  7. Image Consultancy
  8. Soft Skills Training
  9. Career Counselling and
  10. Content Mastery

She enjoys dabbling with art, creative cooking, writing fiction & poetry. She is an alumnus of Mumbai University and Symbiosis Institute of Business Management, Pune.

The BFSI career spans across 4 organizations.

Banks and insurance companies

She has managed branches, business channels, training verticals and products in the BFSI sector.

In Version 2, she
1. coached change-makers running NGOs on the financial aspect of their work
2. mentored women in different stages of career transition

3. helped people on a career break rebrand themselves on social media
4. trained 3K+ entrants to the banking sector
5. made 1K+ students employable.

  • Mentor to women in career transition on JobsforHer
  • Volunteer Coach with Head-Held-High Foundation and Coacharya
  • Girl Icon Mentor with Milaap Foundation
Reena Saxena - Mentor on JobsforHer
Reena Saxena - BFSI trainer


Let us answer the oft-repeated question. What is financial coaching, and what does a financial coach do?

A financial coach steers you on the path to financial wellness and financial freedom, without selling products. A financial coach is a coach with a knowledge of financial planning.

Reena is the financial coach who will help you

  • Set financial goals
  • Prioritise goals
  • Chalk out the best path towards achievement of money goals
  • Identify blocks in your mindset and behaviour
  • Overcome mental blocks
  • Leverage relationships to achieve financial goals
  • Hand-hold you on the path to financial wellness

Financial Coaching is best done in one-to-one conversations, or a group with a common purpose.


She writes content for financial literacy programs and online/offline learning modules in banking.

A love for writing manifests in contributions to various online platforms.

  • Quora Top Writer 2018
  • Top Writer on Medium in Feminism
  • Literary Brigadier on Story Mirror
  • Guest blogs on Thrive Global, Student Voices, Extra Newsfeed, Sheroes, TheMachineryIndia and Outcast Anthology
  • Her Interviews appear on Story Mirror, Digital Defynd, Sheconomics, Saddle Up Salon and Startup Bindaas.
  • Active blogger on WordPress and Medium other than her own sites.

Published work on Amazon:

  •  Basic Banking for Debt Recovery Agents (Banking)
  • When Time Stopped (Fiction)
    Com Pen Di Um (Poetry anthology)
    Life As It Happens (Poetry anthology)

Find e-books on personal finance and money psychology here.

Reena Saxena - authored books
Books by Reena Saxena


Training young minds is a huge booster and energizer. See what participants have to say about her.


Reena Saxena - Financial Literacy Trainer
Reena Saxena - Testimonials
Reena Saxena - Testimonials
Reena Saxena - Testimonials


MoneyGoalz is an initiative to spread financial literacy. Our initiatives encompass programs in

  • Financial literacy for beginners
  • Financial literacy for children and teenagers
  • Financial literacy for women
  • Financial planning for all
  • Financial coaching for the right money mindset

E-learning programs, online learning, one-to-one coaching, e-books and blogs are the tools we use to spread financial awareness.


Join our vibrant communities for discussions and answers on Personal Finance.

Financial Planning & Analysis on Facebook

Financial Prosperity on Quora

Empowered Women (international initiative for women empowerment)

Follow us on social media and Youtube

Know more about Reena Saxena on her

Author Blog

Creative Writing Blog

IndiBlogger - The Indian Blogger Community