Certified Financial Planner®
Qualified Personal Finance Professional®
AMFI Certified Mutual Fund Distributor
My romance with Personal Finance commenced eighteen years ago during my stay in the Gulf. I found and still believe that there is a dearth of proper guidance when it comes to managing money.
Need to understand goals and aspirations of each individual are greater than ever before. A proper calculation of money is needed to achieve goals or to realistically get anywhere near them. It is important to have a roadmap of the financial journey ready beforehand to avoid getting surprised when the milestones or goals actually arrive. Hence, raising the financial literacy levels of the masses is the key to a happier world.
Need for long-term thinking with regards to investments, insurance, taxation, retirement and estate is essential. Unbiased opinion for this is the need of the hour. Procrastination of personal finance decisions due to various factors cripple the chances of an individual to lead a happy, stress free and financially worry-free life. However, a financially literate person can easily overcome these pitfalls.
With 30 years of experience in the field of Finance in India and abroad, inclusive of 16 years of experience in the Financial Services sector, Bachelors Degree of Commerce & Law, Gold standard certification- CERTIFIED FINANCIAL PLANNERCM, QPFP®, I believe it is part of my social responsibility to guide people to a healthy financial life. As a distributor of various financial products viz. Mutual Funds, Life & Health Insurance, Corporate Fixed Deposits etc., all tools are available under one roof.
I am on a mission to spread financial awareness. I am consistently conducting trainings and seminars for corporates, clubs and housing societies where I share my knowledge with individuals of various age groups. I believe sharing knowledge is the perfect antidote to gaining knowledge. I am also a Rotarian and was President of Pune Investment & Financial Ambassadors Association-PIFAA for the year 2021-22.