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About Us
At Canopy Wealth, we prioritize trust and transparency, guiding you through your financial decisions with personalized strategies.
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About us
Welcome to CANOPY WEALTH
Canopy Wealth is more than just a wealth management platform — it’s a long-term partner in your financial journey. Built on a solid foundation of trust, transparency, unbiased advice, and true financial education, we are committed to putting you first — always. In a world full of complex financial products and conflicting interests, we stand apart by offering clear, honest, and personalized guidance. Whether you're planning for your first investment, securing your family’s future, or managing significant assets, Canopy Wealth is designed to simplify the process and empower you at every stage. Our philosophy is simple: when clients are educated, informed, and truly understood, better financial decisions follow. That’s why we go beyond portfolio management to offer education-driven strategies, personalized financial planning, and lifelong support tailored to your individual goals and values. At Canopy Wealth, we don't sell products — we build trust, clarity, and confidence. Your success is our success.
Lijo Varghese
Founder & CEO – Canopy Wealth
International Wealth Manager | Certified Retirement Advisor | NRI Banking Expert
With over 21 years of leadership experience in NRI banking, financial services, and wealth management, Lijo Varghese is the visionary force behind Canopy Wealth — a client-first, education-driven wealth management platform built on trust, transparency, and unbiased advice.
Professional Journey
Lijo brings over two decades of leadership experience from some of India's most esteemed financial institutions, with a strong focus on NRI (Non-Resident Indian) services and wealth management. His career path reflects a deep commitment to understanding client needs and delivering integrated financial solutions.
Key Roles Held:
- SBI – Assistant Vice President, NRI Wealth Management
- Geojit Financial Services – AVP & Regional Head, Wealth Management
- HDFC Bank – NRI Services
- Punjab National Bank (PNB)
- IDBI Bank
- Federal Bank
This extensive, hands-on experience has enabled Lijo to design comprehensive strategies that span wealth creation, risk mitigation, and legacy planning—especially tailored for the evolving priorities of NRI clients.
Certifications
- Certified Wealth Manager
- International Wealth Manager (IWM)
- Certified Retirement Advisor
These credentials further strengthen his ability to deliver nuanced, expert advice across various aspects of personal finance and wealth planning.
At Canopy Wealth, Lijo combines deep industry insights with a passion for financial literacy and ethical wealth advisory. His goal is to make high-quality financial planning accessible, simple, and empowering—whether for first-time investors or global professionals managing complex cross-border assets.
Nessy Elizabeth Thomas
Co-Founder – Canopy Wealth
MSc, MPhil | International Wealth Manager (IWM) Champion of Financial Awareness & Ethical Advisory
As the Co-Founder of Canopy Wealth, Nessy Elizabeth Thomas brings a unique blend of academic excellence, ethical vision, and a deep-rooted commitment to financial literacy for all. With postgraduate degrees in science and philosophy (MSc, MPhil) and certification as an International Wealth Manager (IWM), she is a strong advocate for unbiased financial guidance that empowers individuals across all walks of life.
Her Mission at Canopy Wealth
Nessy is driven by a deep passion to make finance understandable, accessible, and empowering—particularly for individuals who are new to investing or have historically been underserved. At Canopy Wealth, she champions a mission where education forms the foundation of every client relationship, ensuring that financial conversations are grounded in trust, clarity, and confidence.
What She Stands For
Ethical, client-first financial practices
Inclusive financial literacy, with a focus on women, youth, and underserved communities
Unbiased guidance free from sales pressure
Simplicity in communication, backed by strategic depth
With Nessy’s compassionate approach and unwavering integrity, Canopy Wealth is more than a financial platform—it’s a movement for informed, empowered financial choices.
Why Choose Canopy Wealth?
Experience unparalleled financial guidance with a focus on education and transparency.
Holistic Approach
We integrate all aspects of your financial life for cohesive planning.
Client-Centric Philosophy
Your goals shape our strategies, ensuring personalized solutions.
Education-Driven Strategies
We empower you with knowledge to make informed decisions.
Get Financial Guidance
Fill out the form to receive personalized financial advice tailored to your goals and needs.
