Deep Enrich
Nidhi .
Financial Advisor
Delhi, India
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About me
CFP L4 Candidate || Experienced Financial Planner || Portfolio Management || Mutual Fund Analysis ||
Education
Delhi University
-Bachelor of Commerce Financial management
Indira Gandhi National Open University
-Master of Commerce Business/Commerce, General
Experience
HDFC Life
Aug 2018 - Mar 2019Financial Advisor
A & M Insurance Services Inc
Mar 2019 - Apr 2020Operations Executive
Prism Wealth
Apr 2021 - Nov 2021Manager (RM) - Financial Planning
Hum Fauji Initiatives
Nov 2021 - Jul 2022Financial Planner
Bajaj Capital Ltd
Sept 2022 - nowFinancial Planner (Pre/Post Retirement Planning & CSA)
Licenses & Certifications
- View certificate
Investment Planning Specialist
Financial Planning Standards Board Ltd.Oct 2021
Retirement and Tax Planning Specialist
FPSB IndiaApr 2022- View certificate
Risk and Estate Planning Specialist
Financial Planning Standards Board Ltd.Oct 2021
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