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