CFP Dipak Kumar Singh
CFP Dipak Kumar Singh
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"