Munish Chauhan - Certified Financial Planner (CFP) Distributors
Member since Jan 22, 2025
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About Me
Hi, I?m Munish Chauhan
A Certified Financial Planner? and financial freedom specialist helping individuals and SMEs achieve financial independence. With 18 years of experience across multinational banks and startups, I now manage portfolios for 80 happy families and have guided 1,000+ people through personal finance education.
About Work Experience
What Started It All
After witnessing the lack of personalized financial advice during my corporate journey, I dreamed of creating a client-first approach to financial freedom. I earned my CFP® credential and joined a global community of 200,000 professionals committed to ethical, solution-focused financial guidance.
What We Do Today
In 2021, I founded FinClu, where we provide tailored financial solutions to people from all backgrounds. We specialize in:
Financial Risk Management
Investments (India & Global Markets)
Retirement Readiness
Estate Planning
Tax Planning
NRI Investments
Old Investment Retrievals
We focus on long-term relationships, offering personalized advice and simplifying financial decisions to help clients achieve independence.
Experience & Qualification
Qualification
MBA-Finance
Experience as an Advisor
21 Years
Total work Experience
21 Years
Services and Advisory Offered
Mutual Fund
Life Insurance
General Insurance
Tax Consultancy
Certified Financial Planner (CFP)
NPS (National Pension Scheme)
Will Writing Services
Fixed Deposits
Affiliations
-
Not Specified
Awards & Recognition
-
Certified Financial Planner
Address
Munish
1506/1, Valley View Estate,,
Gwal Pahari,
Gurgaon,
Gurgaon,
Haryana, 122001
LICENSE
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Mutual Fund -
ARN No.
192991 - Validity -
21-12-2027
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