Qualification:

Certified Financial Planner (CFP) - FPSB India (FPASB Registration No. - IN150673)

M.B.A. (Finance) - ICFAI University, Dehradun

B.com -  Burdwan University

National Institute of Securities Markets (NISM) -Series-X-A: Investment Adviser (Level 1) Certified

National Institute of Securities Markets (NISM) -Series-X-B: Investment Adviser (Level 2) Certified

Cleared National Institute of Securities Markets (NISM) -Series-V-A: Mutual Fund Distributors Certification Examination 

Licentiate In Life Insurance - Insurance Institute of India (III)

Pursuing:

Chartered Wealth Management (CWM) with American Academy of Financial Management

Qualified Personal Finance Professional (QPFP) with Network FP, India 

Industry Exposure:

# Worked in the Finance Sector for 17 Years in different capacities as full time employee with different multinational companies.

# Worked as Corporate Trainer for last 11 Years of Corporate Career with different multinational companies.

# Worked very closely with the clients to help people plan their personal finance during the entire journey of the corporate career.

Currently:

# Practicing as a consultant Financial Planner with Samriddhi Mantra Financial Planners based out of Asansol.

Vision: Helping People live a Financially Planned Life 

Mission:  "Helping people achieving their Financial Goals by maximizing the efficiency of the financial resources available with them"