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.
Finwise Services Pvt Ltd
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DirectorFinwise Services Pvt Ltd Dec 2009 - PresentJ4/24 Shop No 5 Rajouri Garden , New Delhi-110027Managing Financial services . I am a practicing Financial Planner .
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Regional Director Corporate ConnectionsSap Connext Llp Oct 2021 - PresentDelhi, IndiaCoporate Conections the most premium Network organisation of United States , has started expanding its network in India . We have taken partnership for expanding it to Delhi -NCR . The main objective of Corporate connections is to connect leaders acroos the globe and empower them to create opportunities and meaningful change in their organisation , communities and lives . Members Gain access to distinguished global community of fellow business owners , executives and leaders , mutually benefeting from one another in anatmosphere of growth , sucess and trasformation . Connecting the connected and inspiring the inspired , Corporate Connections provoides a platform that open up the world to our Members .
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Managing PartnerMerry Bells Sep 2016 - PresentC-51, Raheja Atlantis , Sector-32-32, GurgaonWe are a Boutique Matrimonial Company
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ProprietorFinadwise May 2003 - Oct 2009Business Development
Puneet Oberoi, Cfp Skills
Puneet Oberoi, Cfp Education Details
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FpsbCfp
Frequently Asked Questions about Puneet Oberoi, Cfp
What company does Puneet Oberoi, Cfp work for?
Puneet Oberoi, Cfp works for Finwise Services Pvt Ltd
What is Puneet Oberoi, Cfp's role at the current company?
Puneet Oberoi, Cfp's current role is Regional Director Corporate Connections.
What schools did Puneet Oberoi, Cfp attend?
Puneet Oberoi, Cfp attended Fpsb.
What skills is Puneet Oberoi, Cfp known for?
Puneet Oberoi, Cfp has skills like Strategic Financial Planning, Wealth Management, Management, Investments, Portfolio Management, Finance, Team Management, Financial Services, Equities, Business Planning, Risk Management, Financial Modeling.
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