top of page

About Me

I am a learner of knowledge who aspires to grow my education in personal finance.

WhatsApp Image 2022-12-15 at 12.34.08 PM.jpeg

My Background 

Education

I'm a Learner who loves to talk about personal finance.

 

Certificates

licentiate from the insurance institute of India

Certificate in Behavioral Finance From Duke university

NISM Series V A  Certification

NISM Series XII  Certification

NISM Series XVII Certification

Certificate course from NSE Academy

  • Financial Planning

  • Wealth Management

  • Banking and Finance

  • Financial Statements

  • Derivatives

  • Technical Analysis

 

Experience

  • IAP Speaker With Franklin Templeton(2014-2019)

  • IAP Speaker With AMCs (2019 to till date)

Who I Help

We help Mutual fund distributors and insurance advisors grow their 

businesses.

How I Do It

We curate personalized roadmaps to achieve business Sucess with the help of a Learning and development approach.

What's in It for You

You have a chance to grow your business and revenue in this learning Journey. It’s easy.

As we can learn and educate 

money together.

bottom of page