Specialties:- 1. Personal Financial Planning 2. Wealth Management 3. Insurance Advisory 4. Debt Management 5. Financial Analysis. I am a finance professional with ten plus years of rich experience in Financial Planning, Wealth Management Advisory, Client Acquisition, Business ...more

Specialties:- 1. Personal Financial Planning 2. Wealth Management 3. Insurance Advisory 4. Debt Management 5. Financial Analysis. I am a finance professional with ten plus years of rich experience in Financial Planning, Wealth Management Advisory, Client Acquisition, Business Development, Team Handling, Relationship Management along with two years of experience in Financial Research and Analysis. I am currently heading the Financial Planning business at Way2Wealth. I have been instrumental in single handedly setting up the FP business from scratch. I have created an online Financial Planning portal that makes customised financial plans without the need of any human intervention. I am also responsible for revenue generation through implementation of the financial plans. I have also designed customized comprehensive financial plans for fee paying clients and adviced them for implementation of their financial plan. I am responsible for training and mentoring wealth managers across the country with regards to financial planning. In my current role I have conducted various investor education seminars for corporates and educational institutions. I have represented Way2Wealth in CNBC Awaaz Pehla Kadam shows as well. I have experience in rendering advice on Mutual Funds, Taxation, Life and General insurance, Retirement Planning, Goal based Planning. My strongest qualifications include Chartered Wealth Manager (CWM) and Certified Financial Planner (CFP) Exams. I have done my MBA in finance and am also a Fellow member of Insurance Institute of India. Currently I am pursuing the Certified International Wealth Manager (CIWM) certification.less