About Me

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 Management.

 Also in advising role for mutual fund investments to few select clients.


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