Manoj Gupta - Certified Financial Planner (CFP) Distributors
Member since Nov 15, 2016
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About Me
Wealth Creators Financial Advisors was established in 2008 with a mission of creating financial awareness & helping people from various strata of the society to evaluate and streamline their individual financial needs with also an intent of protecting them from making irrational financial decisions. We specialize in providing unbiased financial planning solutions by giving utmost priority to the interest of the client. We help clients meet their important life goals by preparing a customized Comprehensive Financial Plan and also by providing help in its implementation. We follow a very robust mechanism to derive solutions for every financial problem. We believe in building strong trust based relationship for a lifetime as we look beyond monetary benefits and ensure that we deliver the whole organisation for the benefit of our clients. That is why, the majority of our clients are referrals from our existing satisfied clients.
About Work Experience
I am an MBA from ICFAI Business School & CFA (USA) Level II candidate having over 12 years of rich experience in Mutual fund & Banking industry. I began my career with ICICI Prudential Mutual Fund in 2003 wherein I was first exposed to the financial and the nascent but growing Mutual fund industry. I grew within the organization working in different roles and at various locations during my stint of almost 10 years. My last corporate stint was with Indusind Bank as Investment Counsellor for Rest of Maharashtra & Goa wherein I was responsible for driving Investment business through Relationship managers and branches across the state.
I am passionate about creating financial literacy and spread awareness across all sections of society about how structured financial planning is important and its value in creating long lasting impact in an individual life.
Experience & Qualification
Qualification
MBA, CFA Level 1
Experience as an Advisor
15 Years
Total work Experience
15 Years
Services and Advisory Offered
Mutual Fund
Life Insurance
General Insurance
Insurance Brokers
Tax Consultancy
Online Tax Return Filing
Certified Financial Planner (CFP)
Portfolio Management Schemes
NPS (National Pension Scheme)
IPOs, Bonds & NCDs
Housing Loans
Will Writing Services
Fixed Deposits
Affiliations
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Not Specified
Awards & Recognition
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Not Specified
Address
Manoj
B-401, Konark Eureka,
Sainath Nagar,
Kharadi,
Pune,
Maharashtra, 411014
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01-01-2020
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