About Me
Financial advisor, planner, and educator for almost thirteen years. Training, coaching, and counseling graduate students, financial advisors, content creators, managers, and investors of diverse backgrounds. Starting my career as assistant faculty for CFPCM and Wealth Management courses, I am now innovating how financial knowledge flows through the investors and public to scale the reach.
My training and coaching experience has focused on life insurance, general insurance, wealth management, mutual funds, tax planning, and alternative assets. As a professional trainer and writer, I have also assisted in developing popular courses like CWM®, CREP, and AFA for AAFM India and several modules of CFPCM certification for IIFP and other institutions.
About Work Experience
I’ve spent almost thirteen years training, coaching, and counseling graduate students, financial advisors, content creators, managers, and investors of diverse backgrounds. Starting my career as assistant faculty for CFPCM and Wealth Management courses, I am now innovating how financial knowledge flows through the investors and public to scale the reach.
My training and coaching experience has focused on life insurance, general insurance, wealth management, mutual funds, tax planning, and alternative assets. As a professional trainer and writer, I have also assisted in developing popular courses like CWM®, CREP, and AFA for AAFM India and several modules of CFPCM certification for IIFP and other institutions.
I am also well-versed in creating legally and socially acceptable digital and marketing content for BFSI brands, as well as other businesses in general. Over the years, I have worked with several renowned businesses and brands to craft digital content that still drives results. This includes works like Insuropedia for SecureNow Insurance Brokers, core content bank for Canara HSBC Life Insurance, and many more.
Experience & Qualification
Qualification
PGDM
Experience as an Advisor
15 Years
Total work Experience
13 Years
Services and Advisory Offered
Mutual Fund
Post Office Schemes
Tax Consultancy
NPS (National Pension Scheme)
Housing Loans
Personal Loan
Education Loan
Financial Education Providers
Gold Loan
Property Management Services