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Varad Kulkarni is listed as Financial Coach at Happyness Factory | Certified Financial Planner (CFP) | Corporate Training | Wealth Management at Happyness Factory, a company with 39 employees, based in Mumbai, Maharashtra, India. AeroLeads shows a matched LinkedIn profile for Varad Kulkarni.
Varad Kulkarni previously worked as Client Manager at Happyness Factory and Training and Content Specialist at Ambition Learning Solutions - Als. Varad Kulkarni holds Master Of Science, Mathematics from Birla Institute Of Technology And Science, Pilani.
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Experienced & Passionate Professional with over 3 years demonstrated history of working in the Financial Services Industry and specifically Wealth Management. I work closely with High Net Worth Individuals including Corporate Executives, Business Owners & help them make smart and informed decisions about their money and enable them to achieve their Life goals.Currently, working as a Financial Coach at Happyness Factory, a distinguished global investment management firm known for its specialization in goal-based investments. Our core mission is to make a meaningful contribution to the lives of our clients by taking care of their money like we take care of our parent's money. With a focus on building and maintaining strong client relationships, I excel at understanding their unique needs and delivering personalized solutions to drive their financial success. In addition to managing my clients, I am passionate about financial literacy and have created engaging content such as videos, articles, comic books, financial literacy games, case studies and webinars to empower individuals with the knowledge to make informed financial decisions.Looking to invest the right way by following a proven system?Let's connect and explore how we can work together towards your financial success!
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Mumbai, Maharashtra, India
As a Financial Coach, I help clients achieve their financial goals and personal aspirations by comprehensive goal-based investing and proper risk management. My role is purely about simplifying the investment world for investors, avoiding jargons and unnecessary fads and finally, take away the headache of financial planning for them so they can live a.
Mumbai, Maharashtra, India
As a Training and Content Specialist, my role was to deliver trainings and spread awareness about financial literacy for investors from all walks of life - corporate employees, faculty in educational institutions, college students, government employees like Police and Armed Forces personnel, Self Help Group members and finally Women's Special.
Amravati, Maharashtra, India
As a Research Assistant, my role was to collate information from various sources and find out the latest trends in the industry to gain a strategic advantage in the investment world for the organization.Profile Highlights -1. Developed a process for equity and debt funds selection2. Evaluated and identified potential investment opportunities, mutual funds.
Delhi, India
As a Research Fellow, my role was to focus on the budding Indian startup ecosystem specially inclined towards the Biotech Industry in Hyderabad. I conducted SWOT analysis to find out the competitiveness landscape, funding sources and status, existing challenges and growth opportunities in the industry.
Other employees you can reach at happynessfactory.in. View company contacts for 39 employees →
Milin Shah
Colleague at Happyness Factory
Mumbai, Maharashtra, India, India
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Akshay Patil
Colleague at Happyness Factory
Mumbai, Maharashtra, India, India
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Bhaven Mahadevia
Colleague at Happyness Factory
India, India
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Durlabh K Jatania, Cfp
Colleague at Happyness Factory
Mumbai, Maharashtra, India, India
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Viral Shah
Colleague at Happyness Factory
Mumbai, Maharashtra, India, India
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Shailza Sureka Kabra
Colleague at Happyness Factory
Kolkata, West Bengal, India, India
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Arathi Suresh Mohan Iyer
Colleague at Happyness Factory
Bengaluru, Karnataka, India, India
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MK
Manjunath K G
Colleague at Happyness Factory
Bengaluru, Karnataka, India, India
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RP
Ranjini Prabhutendolkar
Colleague at Happyness Factory
Mumbai, Maharashtra, India, India
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AB
Anjali Bairagra, Cfp
Colleague at Happyness Factory
Mumbai, Maharashtra, India, India
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Quick answers generated from the profile data available on this page.
Varad Kulkarni works for Happyness Factory.
Varad Kulkarni is listed as Financial Coach at Happyness Factory | Certified Financial Planner (CFP) | Corporate Training | Wealth Management at Happyness Factory.
Varad Kulkarni is based in Mumbai, Maharashtra, India while working with Happyness Factory.
Varad Kulkarni has worked for Happyness Factory, Ambition Learning Solutions - Als, Shri Sai Prasad Services, Council For Scientific And Industrial Research (Csir), and Ultratech Cement.
Varad Kulkarni's colleagues at Happyness Factory include Milin Shah, Akshay Patil, Bhaven Mahadevia, Durlabh K Jatania, Cfp, and Viral Shah.
You can use AeroLeads to view verified contact signals for Varad Kulkarni at Happyness Factory, including work email, phone, and LinkedIn data when available.
Varad Kulkarni holds Master Of Science, Mathematics from Birla Institute Of Technology And Science, Pilani.
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