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
Listed skills include Leadership, It Strategy, Financial Advisory, Team Building, and 33 others.
