About us

Passionate Educator & Corporate Trainer in Financial Markets with over 10000+ hours of Training experience with 1000+ sessions in Investor Awareness Programs, Personal Finance & Mutual Funds, having rich experience in designing & delivery of assignments in Financial Domain. Total Experience over 25 years of experience, including 17 years in Financial Services. Apart from holding CFP certification, holds Degrees as S/W Engineer, Graduate in Psychology, IRDA Direct Broker Certified (National Insurance Academy) and Licentiate member (LIII) of Insurance Institute of India, also holds NiSM certifications in Mutual Funds, Investment Advisor & Portfolio Management Distributor Certification as well. Extensive training experience with corporates, education institutions & Govt. of India bodies like NiSM, NCFM, Indian ARMY, BSF, CISF, SBI AMC, Kotak Mahindra Bank, Axis Bank, ICICI Bank, NSE, BSE, CIEL, NJ India and Bajaj Capital to name a few. Numerous contributions have been made in the field of finance by delivering sessions for School faculty & visiting faculty with Hans Raj College, Delhi. In addition to these by writing a range of articles on common topics affecting day to day life of every human. He has been associated with financial markets and has extensive expertise in Personal Financial Management and financial instruments such as Mutual Funds, Insurance, Income Tax, Estate Planning etc. He has trained over a thousand professionals on various topics within personal finance including superannuation planning, finance for non-finance, NPS, Mutual Funds etc.