A results-oriented finance professional with proven abilities in the financial planning of clients and training for CFP aspirants. He has worked in corporate sector for 18 years in leading brands like ICICI, HDFC & FPSB India.
He has Cleared the CFP Certification challenge status exam in “A” Grade in the year 2007. He has done Executive PGDM in finance from IMT Ghaziabad, PG in Financial Advising from IIBF and NISM Investment Advisor Level 1 (XA) & NISM Investment Advisor Level 2 (XB) and Retirement Advisor Module.
CFP Certification Regular pathway
Duration – One year
CFP Certification Challenge pathway
Duration – 6 months
Hours of training
CFP’s Cleared Exam through our Coaching
My firm belief in constant learning and up-skilling has helped me reach another milestone - I am now a CERTIFIED ...
The intense discussions, engagement in the classes by fellow journeymen made for a great learning experience. I still fondly recollect ...
“Potential is not an endpoint but a capacity to grow and learn.” ― Eileen Kennedy-Moore...
“Believe in yourself. You are braver than you think, more talented than you know, and capable of more than you imagine.”
Along with Festivity, this December has brought in another milestone for my career... Just passed CFP®️ final exam this ...
I am glad to share with everyone that now I am a CFP.The journey started in lockdown where a new entrepreneur was thinking ...
Happy to share that the journey which started in Dec 2020 has come to a pitstop of completion of the Credentialing with coveted Tag CFP® Global Excellence..
As it is said “ If you are not willing to learn no one can help you…..If u are determined to learn no one can stop you”.As markets are roaring from last 2 years,
A dream turned to reality today. Becoming CFP is a dream for most of the individuals like me working in Banking, Financials & Wealth Management Industry.
"Information is not knowledge, and knowledge is not wisdom. Information becomes knowledge through the organized application of discipline and intelligence. Knowledge grows
Upskilling is always fun. One year of hard work to get the coveted Tag of CFPCM.
Believe in yourself, pursue your dreams and make it happen…happy to share that I cleared my CFP.
It is very important to set goals for yourself.It has been a whirlwind of a year. However, I am beyond excited to announce that I have finally obtained a new certification:
With great happiness and joy, I would like to share that now I am CERTIFIED FINANCIAL PLANNER (CFP). CFP Certification is a USA based qualification in the field of Financial
Waiting for this day to announce this lifetime milestone achievement with big shout out that I have obtained my CFP - Certified Financial Planner certificate from
I have retired as an AGM from SBI after 36 years of service in this mighty organization. After retirement, I have taken up CFP certification which was my passion throughout my
The journey which started on August 2020 to see myself as a CFP a gold standard in the world of financial planning was never an easy one.
Today I am happy to announce that I am a Certified Financial Planner (CFP), a certification program directly administered by U.S.-based Financial
My firm belief in constant learning and up-skilling has helped me reach another milestone - I am now a CERTIFIED FINANCIAL PLANNER™