Abhinay Gupta
4 SlideShares 1 Follower
Personal Information
Organization / Workplace
Mumbai Area, India India
Occupation
An award winning finance professional (MBA,CFP) helping purpose-driven people in simplifying their personal finance
Industry
Finance / Banking / Insurance
Website
www.abhinaygupta.in
About
In the second week of my first job, Mrs. Chanda Kochhar(MD & CEO, ICICI Bank) knew my name (not in a very conventional way). Thanks to a frustrated client and his service request.In the third month of my joining- I was awarded for exemplary performance in pan India by National Head-Retail Sales and Executive Vice president and Head. Now, I put that perseverance to work as a senior financial planner at Manek financial advisors private limited, Mumbai. I work closely with quirky investment decision and eccentric finances. I have been helping and building a strong relationship with clients by providing them unbiased, simple and productive solutions on different aspects of personal finance...
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financial plan personal finance time value of money retirement planning financial planner financial services investment asset management presentation tax certified financial planner insurance financial advisor estate planning compounding millennials financial
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Presentations

(4)
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10 Only Financial Advice a Millennial Will Require

7 years ago • 63 Views

6 Reasons not to have a financial plan

7 years ago • 47 Views

Retirement planning

7 years ago • 438 Views

A simple and revolutionary financial plan report that does something simple.

7 years ago • 666 Views
Personal Information
Organization / Workplace
Mumbai Area, India India
Occupation
An award winning finance professional (MBA,CFP) helping purpose-driven people in simplifying their personal finance
Industry
Finance / Banking / Insurance
Website
www.abhinaygupta.in
About
In the second week of my first job, Mrs. Chanda Kochhar(MD & CEO, ICICI Bank) knew my name (not in a very conventional way). Thanks to a frustrated client and his service request.In the third month of my joining- I was awarded for exemplary performance in pan India by National Head-Retail Sales and Executive Vice president and Head. Now, I put that perseverance to work as a senior financial planner at Manek financial advisors private limited, Mumbai. I work closely with quirky investment decision and eccentric finances. I have been helping and building a strong relationship with clients by providing them unbiased, simple and productive solutions on different aspects of personal finance...
Tags
financial plan personal finance time value of money retirement planning financial planner financial services investment asset management presentation tax certified financial planner insurance financial advisor estate planning compounding millennials financial
See more