Deep Enrich
Harsh Dhanuka
734 followers
Mumbai, Maharashtra, India
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About me
CA, CFP | Wealth Management
Education
Financial Planning Standards Board - India
2023 - 2024Certified Financial Planner Personal Finance
KPB Hinduja College of Commerce
2014 - 2019Bachelor of Commerce - BCom Bachelors of commerce Silver Medalist in College for bachelors degree
The Institute of Chartered Accountants of India
2016 - 2022.webp)
National Institute of Securities Markets (NISM)
2023 - 2026Certification V-A Mutual Fund Distributors 75/100
Indian Language School
2002 - 2014
Experience
PwC India
Sept 2017 - Jul 2022Specialist
Sept 2020 - Jul 2022Articled Assistant
Sept 2017 - Sept 2020
Finbeing Wealth
Mar 2023 - nowFundraiserHelp MSMEs and large corporates to raise finance through equity and debt
Credence Wealth Advisors LLP
Mar 2023 - nowPrivate Wealth
Licenses & Certifications
- View certificate
CFP Certification - Global Excellence in Financial Planning
FPSB IndiaMar 2024
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