Personal Finance Coach
About Me
I am a learner of knowledge who aspires to grow my education in personal finance.
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 XVII Certification
Certificate course from NSE Academy
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Financial Planning
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Wealth Management
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Banking and Finance
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Financial Statements
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Derivatives
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Technical Analysis
Experience
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IAP Speaker With Franklin Templeton(2014-2019)
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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.