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Sachin Mishra, Cfp Email & Phone Number

Financial Planner at Fincart Financial Planners
Location: Uttar Pradesh, India 4 work roles 1 school
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✓ Verified Jul 2026 3 data sources Profile completeness 100%

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Current company
Fincart Financial Planners
Role
Financial Planner
Location
Uttar Pradesh, India
Company size
14 employees

Who is Sachin Mishra, Cfp? Overview

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Quick answer

Sachin Mishra, Cfp is listed as Financial Planner at Fincart Financial Planners, a with 14 employees, based in Uttar Pradesh, India. AeroLeads shows a matched LinkedIn profile for Sachin Mishra, Cfp.

Sachin Mishra, Cfp previously worked as Senior Process Analyst at Broadridge Financial Services Pvt Ltd and sfa at Newriver Software Services Pvt. Ltd.. Sachin Mishra, Cfp holds Post Graduate Diploma In Business Management, Finance & Marketing from Lal Bahadur Shastri Institute Of Management And Technology, Bareilly.

Company email context

Email format at Fincart Financial Planners

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Fincart Financial Planners

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Profile bio

About Sachin Mishra, Cfp

Self Driven person ,who values integrity and commitmentHardworking , responsible and dedicated towards my workI have done qualitative and quantitative research which have helped client to provide value to its customer.I am always looking for opportunities to work on, where I can contribute something in this competitive Financial Research era. Be it, working as a solution provider or a learner.I like challenges and I keep my brain always charged up by solving case studies. That was a brief about me if we have anything in common feel free to hit the “Connect” button.

Listed skills include Management, Business Development, Banking, Team Management, and 4 others.

Current workplace

Sachin Mishra, Cfp's current company

Company context helps verify the profile and gives searchers a useful next step.

Fincart Financial Planners
Fincart Financial Planners
Financial Planner
Uttar Pradesh, India
Website
fincart.com
Employees
14
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4 roles · 11 years

Sachin Mishra, Cfp work experience

A career timeline built from the work history available for this profile.

Senior Process Analyst

Broadridge Financial Services Pvt Ltd

Delhi Area, India

Analysing business processes, conducting benchmarking study and using various businesses tool to assist top management in taking critical business decisions.Providing information on financial instruments i.e. Mutual Funds, Bonds, and Variable Annuity etc. as per SEC-USA guidelines.Rendering profitable investment solutions to corporate & high net-worth clients for significantly enhancing fund management and dividends.Analysing the financial capabilities of clients for providing them apt investment services.Ensuring that the solutions provided clients carry the minimum investment risk.Resolving key complaints/concerns of customers for optimising their satisfaction degree.Provide investors with Internet access to prospectuses, statements of additional information, annual and semi-annual reports, quarterly statements, supplements and fund profiles for all U.S. and Canadian mutual funds from our proprietary database.

May 2009 - Mar 2016

Sfa

Newriver Software Services Pvt. Ltd.

Delhi Area, India

 Searching and retrieving information relating to Mutual Funds & Close Ended Fund of Various Companies active in U.S. financial market from e-database of SEC’s EDGAR. Exhaustive study of offer documents viz. Prospectus and Statement of Additional Information along with Annual and Semi Annual Reports..

May 2005 - May 2009
Team & coworkers

Colleagues at Fincart Financial Planners

Other employees you can reach at fincart.com. View company contacts for 14 employees →

KK Kafil Khan Kafil Khan Colleague at Fincart Financial PlannersDelhi, India View → HP Hemant Pandey Hemant Pandey Colleague at Fincart Financial PlannersDelhi, India View → NJ Navsheen Jutshi Navsheen Jutshi Colleague at Fincart Financial PlannersBengaluru, Karnataka, India View → SU Shubham Upadhyay Shubham Upadhyay Colleague at Fincart Financial PlannersMumbai, Maharashtra, India View → LT Lavina Tahilramani Lavina Tahilramani Colleague at Fincart Financial PlannersUlhasnagar, Maharashtra, India View → MK Mahvish Khalil Mahvish Khalil Colleague at Fincart Financial PlannersWest Delhi, Delhi, India View → AK Amit Kumar Amit Kumar Colleague at Fincart Financial PlannersIndia View → AG Anmol Gupta Anmol Gupta Colleague at Fincart Financial PlannersKolkata, West Bengal, India View → MV Manan Vishwa Manan Vishwa Colleague at Fincart Financial PlannersMumbai, Maharashtra, India View → RG Riya Gupta Riya Gupta Colleague at Fincart Financial PlannersGwalior, Madhya Pradesh, India View →
1 education record

Sachin Mishra, Cfp education

  • Lal Bahadur Shastri Institute Of Management And Technology, Bareilly
    Lal Bahadur Shastri Institute Of Management And Technology, Bareilly
    Finance & Marketing
FAQ

Frequently asked questions about Sachin Mishra, Cfp

Quick answers generated from the profile data available on this page.

What company does Sachin Mishra, Cfp work for?

Sachin Mishra, Cfp works for Fincart Financial Planners.

What is Sachin Mishra, Cfp's role at Fincart Financial Planners?

Sachin Mishra, Cfp is listed as Financial Planner at Fincart Financial Planners.

Where is Sachin Mishra, Cfp based?

Sachin Mishra, Cfp is based in Uttar Pradesh, India while working with Fincart Financial Planners.

What companies has Sachin Mishra, Cfp worked for?

Sachin Mishra, Cfp has worked for Fincart Financial Planners, Broadridge Financial Services Pvt Ltd, and Newriver Software Services Pvt. Ltd..

Who are Sachin Mishra, Cfp's colleagues at Fincart Financial Planners?

Sachin Mishra, Cfp's colleagues at Fincart Financial Planners include Kafil Khan, Hemant Pandey, Navsheen Jutshi, Shubham Upadhyay, and Lavina Tahilramani.

How can I contact Sachin Mishra, Cfp?

You can use AeroLeads to view verified contact signals for Sachin Mishra, Cfp at Fincart Financial Planners, including work email, phone, and LinkedIn data when available.

What schools did Sachin Mishra, Cfp attend?

Sachin Mishra, Cfp holds Post Graduate Diploma In Business Management, Finance & Marketing from Lal Bahadur Shastri Institute Of Management And Technology, Bareilly.

What skills is Sachin Mishra, Cfp known for?

Sachin Mishra, Cfp is listed with skills including Management, Business Development, Banking, Team Management, Finance, Corporate Finance, Financial Analysis, and Analysis.

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