Amit Kukreja, Ria, Ceft®, Cfp® Email and Phone Number
Amit Kukreja, Ria, Ceft®, Cfp® personal email
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I am Amit Kukreja. I am a fee-only financial advisor, registered with SEBI as an Investment Adviser – Individual and with FPSB India as a Certified Financial Planner (CFPCM). I am also a Certified Financial Transitionist (CeFT®), registered with the Financial Transition Institute in Florida.I specialize in managing double-income families where two strongly opinionated individuals may come in the way of their collective financial well-being. I also specialize in helping people manage their money when they are going through planned or unplanned changes (called Transitions) in their lives like a divorce, loss of a job, major career change, marriage or re-marriage, sale of a business, loss of an earning member in the family, retirement or a pre-mature retirement. I have been a financial advisor since 2011. Financial advisory is my second career. My previous career was in Information Technology space for about 15 years, specializing in consulting & relationship management, accounts management, delivery of cost-effective, complex, high-performance technology solutions in a globally distributed delivery environment. As an accomplished results-driven delivery leader, I was fortunate to strengthen my relationship management, advisory and consulting skills. Having lived in the US, Singapore, UK and China for several years, I chose to settle down in India in 2003. It was in 2010 when I realized that I need to be on my own pursuing, with passion, my purpose of helping people create a balance of wealth and happiness.Success for me is1. helping my clients realize their potential using money as one of the resources.2. aligning the client couple on the topic of money.3. creating the balance of wealth and happiness for my client families.4. making people financially savvy through my TV shows, radio programs, digital initiatives and corporate workshops.I appear on ETNow’s The Money Show, India Tonight, Bano Apna Finance Minister, Zee Business's Money Guru & Mutual Funds Helpline , CNBC Awaaz’s Your Money, CNBC TV18’s Money Money Money show, NDTV channel’s Let’s Talk Money, Manage Your Money, The Property Show, Property India, Paisa Vasool, and Get Started in the Markets, to advise the viewers on their financial decisions.I also do money segments on AIR FM Gold (Delhi) and RadioOne 94.3FM (Delhi).I am also a proud member of few associations namely1. Association of Registered Investment Advisors (ARIA)2. Financial Planners Guild of India (FPGI)3. ARIA – Board of directors
Amit Kukreja Advisory®
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- amitkukreja.com
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FounderAmit Kukreja Advisory® Apr 2018 - PresentGurugram, IndiaAmit Kukreja Advisory is a fee-only financial planning firm offering detailed financial planning solutions to non-resident and resident Indians who are salaried individuals, medical professionals, self-employed professionals and retired individuals. Our financial planning process is driven by the principle that "Money is not a destination, but an instrument of life" and lays emphasis on life goals.We are a “fee-only” firm i.e. we are paid solely by the client and we work only for our clients. We are not affiliated with a brokerage firm, insurance company, asset management company or any other financial institution. There are no commissions or sales incentives to influence our recommendations. Our services are personalized to clients’ unique situations with only focus on their peace of mind in every stage of life. -
FounderWealthbeing Advisors Jun 2011 - Apr 2018Gurgaon, IndiaWealthBeing Advisors is a fee-only financial planning firm offering detailed financial planning solutions to non-resident and resident Indians who are salaried individuals, medical professionals, self-employed professionals and retired individuals. Our financial planning process is driven by the principle that "Money is not a destination, but an instrument of life" and lays emphasis on life goals. We are a “fee-only” firm i.e. we are paid solely by the client and we work only for our clients. We are not affiliated with a brokerage firm, insurance company, asset management company or any other financial institution. There are no commissions or sales incentives to influence our recommendations. We have no minimum requirements for account value or net worth, as we believe that professional financial advice should be available to everyone. Our services are personalized to clients’ unique situations with only focus on their peace of mind in every stage of life. We offer services with uncompromising integrity, objectivity, competence and professionalism focused on building clients-for-life. We believe in educating and empowering our clients to make right financial decisions for the right reasons and help them act consistently to achieve the right balance of wealth and happiness.We do NOT sell financial products.Our service offerings to non-resident and resident Indians are:* FINANCIAL PLANNING * INVESTMENT PLANNING * RETIREMENT PLANNING * TAX PLANNING * FINANCIAL COACHING * FINANCIAL COUNSELING * REAL ESTATE ADVISORY
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Projects & Service Delivery LeadSapient Corporation Oct 2003 - Oct 2010Gurgaon, London & BeijingAmit joined Sapient in 2003 as a Technology Architect and over the period of seven years evolved to Projects & Services Delivery Lead. He was responsible for delivery of projects for large UK based Telco, BFSI, Public Sector and India based media clients. He led large teams of professionals across India & UK, and was accountable for overall delivery of projects, process compliance, stakeholder management, account P&L, team building & mentoring across geographies. He had strong working relationship with client business owners and delivery managers. During his tenure he partnered with the Software Methodology teams and refined software development processes, leading to consistent on-time delivery of software releases.His strong areas were:* Consulting & Client Relationship* Projects & Services Delivery management including handling multi-vendor assignments and setting up teams with effective business processes.* Global Account Leadership & Programme Management: General Management, Offshore Delivery Center Setup, Software Engineering, & Process Innovation.* Leadership & Team Building focused on business results.* Strategic & Operational Technology Planning
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Technology LeadTiaa-Cref, Proxicom & Others May 1998 - Sep 2003New York, New Jersey & Virgina (Usa)As Technology Lead worked for several companies in USA serving clients in BFSI and MediaVertical, delivering cutting-edge technology solutions in a timely manner. Key Clients List comprised:- Teachers Insurance (TIAA-CREF)- Putnam Investments- Chase Manhattan Bank- JP Morgan Chase- New York Times
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Software EngineerHewlett Packard Jun 1997 - May 1998SingaporeAs a system developer conducted requirement analysis with the client and developed functionalspecifications, program specifications, and low-level design documents.
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Systems AnalystTata Consultancy Services Aug 1996 - Jun 1997Mumbai Area, IndiaAnalysis of technical specifications and programming of modules.
Amit Kukreja, Ria, Ceft®, Cfp® Skills
Amit Kukreja, Ria, Ceft®, Cfp® Education Details
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Investments Advisory -
Financial Transitionist Institute, UsaFinancial Transitions -
Financial Planning & Wealth Management -
Financial Planning Standards BoardFinancial Planning And Services -
Information Systems -
Computer Science
Frequently Asked Questions about Amit Kukreja, Ria, Ceft®, Cfp®
What company does Amit Kukreja, Ria, Ceft®, Cfp® work for?
Amit Kukreja, Ria, Ceft®, Cfp® works for Amit Kukreja Advisory®
What is Amit Kukreja, Ria, Ceft®, Cfp®'s role at the current company?
Amit Kukreja, Ria, Ceft®, Cfp®'s current role is Family Wealth Advisor, Making your money work for YOU!.
What is Amit Kukreja, Ria, Ceft®, Cfp®'s email address?
Amit Kukreja, Ria, Ceft®, Cfp®'s email address is ak****@****hoo.com
What schools did Amit Kukreja, Ria, Ceft®, Cfp® attend?
Amit Kukreja, Ria, Ceft®, Cfp® attended National Institute Of Securities Markets (Nism), Financial Transitionist Institute, Usa, Xavier Institute Of Management, Financial Planning Standards Board, Stevens Institute Of Technology, Motilal Nehru National Institute Of Technology.
What skills is Amit Kukreja, Ria, Ceft®, Cfp® known for?
Amit Kukreja, Ria, Ceft®, Cfp® has skills like Leadership, It Strategy, Financial Advisory, Team Building, Consulting, Client Relationship Building, Requirements Analysis, Technology Planning, Tax And Retirement Planning, Financial Planning, Manage Client Relationships, Portfolio Management.
Who are Amit Kukreja, Ria, Ceft®, Cfp®'s colleagues?
Amit Kukreja, Ria, Ceft®, Cfp®'s colleagues are Shraddha Devadiga.
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