Madhav Chauhan CFA CFP - Certified Financial Planner (CFP) Advisor in Gurgaon, Gurgaon

Madhav Chauhan CFA CFP - Certified Financial Planner (CFP) Distributors

Member since Jan 24, 2025

About Me
Hi, I’m Madhav. I’m among the young professionals in India — and specifically in Gurugram — to hold both the CFA and CFP certifications. As a second-generation finance professional, I bring a well-rounded perspective shaped by both formal education and lived experience. I combine core financial knowledge with behavioural insights, aiming to make finance more human, relatable, and practical. I focus on simplifying finance and sharing insights that help people make more informed decisions about their money — without the jargon, and the noise.
About Work Experience
With four years in the financial sector, my journey has been a mix of deep learning and practical exposure. I began by challenging surface-level narratives and focusing on what genuinely works for this generation — backed by study, observation, and critical thinking. Over the last two years, I’ve worked across key functions, developing a practical understanding of how financial frameworks operate — not just on paper but in the real world and using these learnings to serve the community better.
Experience & Qualification
Qualification
CFA, CFP
Experience as an Advisor
4 Years
Total work Experience
2 Years
Services and Advisory Offered
  • Certified Financial Planner (CFP)

  • Portfolio Management Schemes

  • NPS (National Pension Scheme)

  • IPOs, Bonds & NCDs

  • Fixed Deposits

Affiliations
    Not Specified
Awards & Recognition
    Not Specified
Address
Madhav

08-037, EMERALD PLAZA,
Gurgaon,
Gurgaon,
Haryana, 122001

LICENSE

  Certified Financial Planner (CFP) - FPSBI No. 126382 - Validity - 31-12-2050

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