Biography

I am an experienced finance professional with over 15 years of expertise in the field. Throughout my career, I have had the privilege of working in diverse locations across India, ranging from major cities to smaller towns. During my tenure, I have held prominent positions with renowned financial institutions such as Axis Bank, UTI Mutual Fund, and HDFC Mutual Fund. My role within asset management companies provided me with invaluable opportunities to engage with investors and Mutual Fund Distributors. As part of my responsibilities, I conducted Investor Awareness Programmes and delivered training sessions for distributors, offering me profound insights into the industry. In addition to my interactions with various stakeholders, I possess hands-on experience in effectively managing investment portfolios for institutions, high-net-worth individuals (HNIs), and retail clients. This practical exposure has equipped me with a deep understanding of the intricacies involved in optimizing investments to achieve financial goals. I have further bolstered my credentials as a Certified Financial Planner (CFP) by obtaining certification from the Financial Planning Standards Board (FPSB) in the United States. This rigorous qualification demonstrates my commitment to upholding the highest standards of professionalism and ethics in the field of personal finance. Drawing upon my extensive knowledge and practical experience, I am now dedicated to sharing my expertise as a trainer for personal finance professionals. By leveraging my insights gained from working with financial institutions, conducting awareness programs, and managing investment portfolios, I am equipped to empower and educate aspiring professionals in the realm of personal finance. Together, we can navigate the complexities of the industry and help individuals achieve their financial objectives.