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Qualification 1
C.W.M American Academy of Financial
Financial Management , Delhi
Delhi
Financial Management
3
Experience 1
Assistant
Mumbai
Vice President - Community Manager
WORK_DATA_WITH_DATE_PAIR
1/1/2022
9/22/2022
Experience 2
ICA Edu Skills Pvt Ltd
Kolkata
Academic Head
WORK_DATA_WITH_DATE_PAIR
11/1/2019
12/1/2021
Experience 3
GAP
10/1/2016
11/1/2019
Experience 4
Edelweiss Broking Ltd
WORK_DATA_WITH_DATE_PAIR
12/1/2013
10/1/2016
Experience 5
Undertaken "Margdarshan
Consultant Trainer
WORK_DATA_WITH_DATE_PAIR
4/1/2011
12/1/2013
Experience 6
J.R. Laddha FinancialServices
Analyst
WORK_DATA_WITH_DATE_PAIR
12/1/2007
4/1/2011
Experience 7
S.V. Agencies Ltd
Sept.1998
Accountant
WORK_DATA_WITH_DATE_PAIR
9/1/1998
12/1/2007
Freelance-Professional
Training,Consulting,Content Development
domestic
I want to spread financial literacy and enable learners to become job ready / self employed plus make common people smart investors and thereby help them to achieve financial freedom and peace of mind.
• I am a Mumbai based seasoned trainer in BFSI domain with nearly 15 years experience of training diverse age groups (including sales teams) in various corporates , edtech , fintech cos and education institutes and my mission is to help people become financially literate, employable and smart investors/advisors.
• Core Areas - Financial Literacy, Financial Wellness , Money Management, Investments , Personal Taxation , Equity markets, debt (fixed income) markets, Mutual Funds, Financial Planning, Retirement Planning, Risk Management, Loans & Debt Management, Life & Health Insurance, Succession Planning , Wealth Management, Financial Wellness, Alternative Investments – Unlisted Shares , Peer to peer(P2P) lending, asset financing , lease financing , inventory financing .
• Have trained more than 6700 people and completed 5000 hours of conducting trainings.
• Have advised 20 families on their finances and investments of approx. Rs.100 Crores
• My forte is financial planning & wealth management.
India
Banking & Finance Infrastructure, Capital Markets, Financial Inclusion, Financial Planning, General Banking, Health Insurance, Insurance, Investment Banking, Life Insurance
Brokers, Capital Markets Solutions, Debt Markets, Equity Markets, Fixed Income Systems, Mutual Funds / Unit trusts, Pension / Retirement, Personal Finance, Wealth Management, Wealth Management / Family Office