A Financial Professional by choice I realised that I was not cut out for the family business of Spare Parts on which I tried my hands for 10 years. I ventured into the financial industry as an Agent at the ICICI Prudential where I was working day and night working towards achieving targets. Selling products which I didn’t understand, in a year I realised that this act of mine started hampering my individual relationships with people. Once the realisation set in I understood that one was required to be technically sound in terms of knowledge of products, different parameters of the market and ongoing learning which led to completing a few professional courses like Certified Financial Planner ( 1st batch to pass out), Certified Life Planning & Life Underwriting Training Council Fellowship, all accredited to the American College of financial services. A fully equipped financial planner in todays date I provide financial solutions & general insurance to more than 2500+ individuals and 100+ cos. , help them meet their life goals educate them about investments and guide them towards a better financial future.A guest lecturer at the Jagannath Institute of Management Studies I deliver talks educating the young minds on how to wisely plan finances. Last but not the least, I help people realise their dreams by taking care of their finances. --
Excellent Investment Advisorz Pvt Ltd
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Managing DirectorExcellent Investment Advisorz Pvt Ltd Nov 2009 - PresentJ4/24 Rajouri Garden , New Delhi -110027
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Managing PartnerMerry Bells Aug 2016 - PresentC-51 , Raheja Atlantis , Sector 31-32 , Gurgaon.We are Boutique Match Making company . We only work through referrals .
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ProprietorFinadwise May 2003 - Oct 2009J4/24 Rajouri Garden , New Delhi - 11--27
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Director Business DevelopmentOrient Sales Corporation May 1993 - Apr 2003
Puneet Cfp Education Details
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New Era Public SchoolHigh School
Frequently Asked Questions about Puneet Cfp
What company does Puneet Cfp work for?
Puneet Cfp works for Excellent Investment Advisorz Pvt Ltd
What is Puneet Cfp's role at the current company?
Puneet Cfp's current role is Managing Director.
What schools did Puneet Cfp attend?
Puneet Cfp attended New Era Public School.
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