I have done B.E. (Mech) from P.E.C., Chandigarh. I have been
in financial services industry for last 14 years. I am Certified Financial
Planner (CFP) – from FPSB India, which is Financial Planning Services Board
which is affiliated to FPSB, USA and proactively guides the development and
promotion of standards for Financial Planning professionals to benefit and
protect the public in the country.
I hold various other NCFM certifications in areas of Mutual
Funds, Derivatives, Commodities, Stock Markets, among others.
I am associated with CIEL – Centre for – it’s a premier
investment education orgsanisation founded by Dr.Uma Shashikant.
I have conducted over 200 training programs for various
Banks, AMCs, Corporates and likes in the field of Mutual Funds, Wealth
Also in advising role for mutual fund investments to few
I service at following locations: