"𝔼𝕒𝕣𝕟𝕚𝕟𝕘 𝕞𝕠𝕟𝕖𝕪 𝕚𝕤 𝕒 𝕤𝕜𝕚𝕝𝕝, 𝕓𝕦𝕥 𝕞𝕒𝕟𝕒𝕘𝕚𝕟𝕘 𝕒𝕟𝕕 𝕔𝕣𝕖𝕒𝕥𝕚𝕟𝕘 𝕨𝕖𝕒𝕝𝕥𝕙 𝕣𝕖𝕢𝕦𝕚𝕣𝕖𝕤 𝕨𝕚𝕤𝕕𝕠𝕞 𝕒𝕟𝕕 𝕕𝕚𝕤𝕔𝕚𝕡𝕝𝕚𝕟𝕖". AnonymousHello there! I'm Mridu Moloy Borah, a Qualified Personal Finance Professional with over 24+ years of experience. One of the most rewarding aspects of my profession is creating significant wealth for my clients – and witnessing the positive impact my services have had on my clients' lives. The trust they place in me is evident through the numerous referrals they have given to their friends and relatives, which I consider a true testament to the quality of service I provide.My approach involves understanding each client's unique circumstances, goals, and aspirations, allowing me to craft personalized strategies that align with their individual needs.I take immense pride in serving a unique niche – catering to the financial needs of doctors who, due to their demanding schedules, often lack the time to manage their wealth effectively. By offering tailored financial strategies and dedicated support, I aim to alleviate the financial burdens and complexities they face, allowing them to focus on their practice and personal well-being.As a Retirement Planning Specialist, I understand the unique challenges and aspirations that clients face while planning for their golden years. I help and empower working women to take control of their finances and achieve financial independence. Additionally, I find great satisfaction in helping families plan for their children's education and future, ensuring a solid financial footing for the next generation.Continuous learning has been at the heart of my success story. Latest knowledge, innovative investment strategies and best practices at work - enables me to offer the most effective solutions to my clients.I'm passionate about promoting financial literacy.I also share my thoughts and insights on behavioural finance and its impact on financial decision-making through my website - www.finvestguru.com/blogMy job is not just a profession; it's a passion. The joy of witnessing their dreams materialize and knowing that I played a part in their journey is both fulfilling and humbling. I look forward to the opportunity of working with you and guiding you towards financial success and peace of mind. Let's embark on this exciting journey together!
Finvestguru Financial Services
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Founder At Finvestguru Financial ServicesFinvestguru Financial Services Nov 2009 - PresentGuwahati Area, IndiaQualified Personal Finance Professional ®️, Founder at finvestguru.comInvestment Planning Retirement PlanningChildren Education InvestmentGoal based Investment PlanningPost Graduate in Management, and Fellowship of Insurance Institute of India (FIIIHas close to 25 years of work experience as management professional in financial services & risk management domain
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State HeadHollard Insurance, South Africa Dec 2008 - Nov 2009Assam, North East & West BengalDevelopment and implementation of Sales plan;Strategic Consulting - business plan & sales strategy development;Steering initiatives for formulating strategies & action plan in coordination with Business Head Relationship Management across all hierarchies of Insures;Manage, motivate the team of RM’s to achieve sales targets through assigned branches spread across North East;Selling right mix of products as per the assigned targets;Deliver Sales targets through assigned Branches at the Branch level;Manage & Monitor performance on a day-to-day basis; Monitor administration of reward and remuneration schemes at the Branch level.
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Sr ManagerIcici Lombard Jan 2006 - Dec 2008Guwahati - Assam, India
Mʀɪᴅᴜᴍᴏʟᴏʏ Bᴏʀᴀʜ Qpfp® Education Details
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Assam Institute Of ManagementFirst Class -
Guahati UniversityEconometrics And Quantitative Economics -
Don Bosco High SchoolHigh School Leaving Certificate -
Marketing/Marketing Management, General
Frequently Asked Questions about Mʀɪᴅᴜᴍᴏʟᴏʏ Bᴏʀᴀʜ Qpfp®
What company does Mʀɪᴅᴜᴍᴏʟᴏʏ Bᴏʀᴀʜ Qpfp® work for?
Mʀɪᴅᴜᴍᴏʟᴏʏ Bᴏʀᴀʜ Qpfp® works for Finvestguru Financial Services
What is Mʀɪᴅᴜᴍᴏʟᴏʏ Bᴏʀᴀʜ Qpfp®'s role at the current company?
Mʀɪᴅᴜᴍᴏʟᴏʏ Bᴏʀᴀʜ Qpfp®'s current role is Financial Solutions for Doctors I Retirement Planning Specialist I Helping Families & Individuals Achieve Financial Freedom.
What schools did Mʀɪᴅᴜᴍᴏʟᴏʏ Bᴏʀᴀʜ Qpfp® attend?
Mʀɪᴅᴜᴍᴏʟᴏʏ Bᴏʀᴀʜ Qpfp® attended Assam Institute Of Management, Guahati University, Don Bosco High School, Assam Institute Of Management.
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