
Certified Coach
0.0
(15 reviews)
Maharashtra, India
English, Hindi
12+ years experience
15+ sessions
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During my college days, there was a one-day workshop on career management where everyone in the class was asked to write down how they thought their entire life's chronology would look like. I was the only student whose notebook made rounds in the class as the professor loved it and told me, "You surely know how to plan things” Honestly, my life didn't go the way it was written in that notebook, but after being in the financial advisory fraternity for 9 years, one thing that I can vouch for is : I became a planner, a passionate financial planner! As a Certified Financial Planner (CFP) and Chartered Wealth Manager (CWM) with 10 years of experience in the financial planning fraternity, I'm passionate about helping individuals and families navigate their financial journeys. I often introduce myself as a financial therapist who understands that managing money is as much about emotions as it is about numbers. Having engaged with over 10,000 individuals through 150+ physical and virtual seminars, conducted 1000+ hours of personal counseling, and completed 200+ comprehensive financial planning exercises, I understand that each individual is unique, and the money management process needs to be tailored differently for each person. Drop me a text if you’re seeking: ✨ A guide to help you embark on your financial wellness journey. ✨ A coach who can make managing money feel less overwhelming. ✨ A solid plan to achieve your dream retirement. ✨ To keep your current financial fitness on the right track. ✨ A sounding board to prevent future financial mishaps.