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CFP 9711437779
PGDFP 9711450002
CFP 9711437779
PGDFP 9711450002
Dean - ICOFP, Former Director FPSB, India B.Com (H), CAIIB, PGDFM, CFP®, CIWM (Switzerland), Cleared various NSE Modules. 3 Decades in Financial Services Industry.
MMS (Finance) CFP®, over 15 yr experience in Investment Research & Advisory
IRDA, AMFI Certified, Association Insurance from Insurance Institute of India 15 years of CFP® training
CFP®, MBA, LL.B. , AMFI & IRDA Certified, Practising Financial Planner, Practicing Advocate at Delhi High Court Over 25 years of work experience
Certified Financial Planner (CFP®), MBA, Equity data analytics from IIM Kashipur, Managing Director at NGO-Spirit for Help Welfare Organisation, Ex-CSR Consultant, NiSM
CFP®, B.E., Seasoned Financial Advisor with 23+ years in Specialty Financial Planning, excelling in Personal Finance and Wealth Management. Proven leader in People Management, cross-functional teams, and conflict resolution.
CFP® , CWM, CFA Level 1 Qualified, Certificate Holder from IIM Ahmedabad, A Corporate Coach & Finance Faculty with over 15 Years of Training & Mentoring Experience
CA , FPSB® RTPS, M.Com (Finance & Taxation), B.Com (Hons), 11+ years of experience and 4+ experience post-CA in the field of International Taxation and Income Tax
CFP®, Practicing Financial Planner & Tax Consultant, Ex Banker with 15+ yrs of experience in financial space Taxation, Tax Planning & Investment Specialist
Chartered Accountant (CA) Certified Financial Planner (CFP) Ex KPMG & Goldman Sachs Faculty for CA, CS & CFP Program
Jt. Managing Director B.Sc.(Hons.), PGDBA (IIM Ahmedabad)