Puneet Oberoi, Cfp Email & Phone Number

A conscious decision led me to transition from the family spare parts business, where I dedicated a decade of my life, to pursue a more fulfilling career in the financial industry. My initial stint as an agent at ICICI Prudential taught me valuable lessons about the importance of technical knowledge, understanding diverse financial products, and continuous learning.Within a year, I recognized the impact of selling products without a thorough understanding on my personal relationships. This realization prompted me to invest in my education, becoming a Certified Financial Planner (part of the first graduating batch) and acquiring additional qualifications such as Certified Life Planning and Life Underwriting Training Council Fellowship, all accredited to the esteemed American College of Financial Services.Armed with a solid foundation of knowledge, I have evolved into a proficient financial planner. Today, I extend my expertise to over 2500 individuals and 100 companies, providing comprehensive financial solutions and general insurance. My focus goes beyond transactional interactions; I strive to empower my clients to achieve their life goals through informed investment decisions.In the realm of education, I contribute as a guest lecturer at the Jagannath Institute of Management Studies, where I share insights with aspiring minds on the art of financial planning. Through these engagements, I hope to instill in them the importance of making wise financial choices early in their careers.More than just a financial professional, I see my role as a dream enabler. By meticulously managing the financial aspects of people's lives, I enable them to realize their dreams and aspirations. My commitment extends beyond mere transactions; it encompasses a journey towards a secure and prosperous financial future for those I serve.

Listed skills include Strategic Financial Planning, Wealth Management, Management, Investments, and 40 others.

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