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.
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