
Mandeep Thakur, CFP®
BDE

Connect with Mandeep Thakur, CFP® to Send Message
Connect
Connect with Mandeep Thakur, CFP® to Send Message
ConnectTimeline
About me
Entrepreneur at A2M Medical & Surgicals || Manvita Investment Services || CERTIFIED FINANCIAL PLANNER® practitioner || AMFI Registered MFD
Education

Sainik School Sujanpur Tira
1991 - 1998Higher Secondary School
Punjab State Board of Technical Education and Industrial Training
2002 - 2004Diploma in Pharmacy Pharmacy
Himachal Pradesh University
2018 - 2020Master's degree English Language and Literature, General
Panjab University,Chandigarh
2012 - 2014MBA Marketing/Finance Management, General
Punjab Technical University, Jalandhar
2004 - 2007Bachelor of Pharmacy (B.Pharm.) Pharmacy
Experience
.webp)
Wallace pharmaceuticals( Life style division)
Aug 2007 - Feb 2008BDE
Pfizer
Mar 2008 - Jun 2010PSO
MSD
Jul 2010 - May 2012Territory Business Manager
Alcon
Jun 2012 - Feb 2019Cataract Account Manager
Kirloskar Oil Engines Limited
Mar 2019 - Mar 2022Managing Partner ( Koel care ) United Gentech Solutions & Services
A2M Medical & Surgicals
May 2022 - nowBusiness Owner
Manvita Investment Sevices LLP
Dec 2023 - nowBusiness OwnerWe at Manvita Investment Services endeavour to enable and empower Individuals achieve their financial goals and financial planning through professional skills of a CFP® in the area of Personal Finance ( Investment planning, Risk management and Tax Planning, Retirement planning and Estate Planning… )
Licenses & Certifications
- View certificate

CFP Certification - Global Excellence in Financial Planning
FPSB IndiaMar 2024 - View certificate

CFP Certification - Global Excellence in Financial Planning
FPSB IndiaMar 2024 - View certificate

CFP Certification - Global Excellence in Financial Planning
FPSB IndiaMar 2024
Recommendations

Regina mcclendon, mba, rpa
Residential Realtor®️& MOB Real Estate Operations ManagerDallas-Fort Worth Metroplex
Olujimi mayungbe
Lead Service Engineer (Instrumentation) at Greenpeg EngineeringLagos State, Nigeria
Jip wulffelé
Molecular and Cell Biology | Image and Data analysis | Microscopy | Science CommunicationGrenoble, Auvergne-Rhône-Alpes, France
Deborah beveridge
Customer Services Manager at Leaseplan UK LimitedLondon, England, United Kingdom
Mirabel n. tafie
Information Technology/ Security Operations center(SOC)/Cybersecurity / Graphic designerCameroon
Jorge leonardo guzmán reyes
Gerente de TI en Ultra LaboratoriosZapopan, Jalisco, Mexico
Vera groetzner
Passionate about driving transformation | Energy & Sustainability | Product & Portfolio Mgmt.Zürich Metropolitan Area
Radha kushwaha
Student at Devi Ahilya VishwavidyalayaMadhya Pradesh, India.webp)
Olatunji fadeyi (phd)
Senior FacultyLagos State, Nigeria
Priyanka bhagde
Sustainability Architect at ECBC Cell, Rajasthan, IGBC AP Business Developer, Design2Occupancy Servi...Jaipur, Rajasthan, India
Julia donchuk
Brand designer | Art directorAmsterdam Area
Boda aravind
Attended central university of KarnatakaIndia
Tom krent
Developing pathways to a career and creating affordable paths to college - Helping Kindergarten to G...Troy, Michigan, United States
Leeanne mccabe
Registered Administrative Financial AssistantMedina, Ohio, United States
Rami hussain
AMMAN - JORDANJordan
Paul ash jnr
Security Officer at ISS Security BT Workplace TeamsUnited Kingdom
Ewosiida aken’ova
Civil Engineering GraduateLagos State, Nigeria
Mark swarts
Tax Policy Analyst II at New York State Department of Taxation and FinanceAlbany, New York, United States
Mary stillman
Director of Facilities and OperationsDurham, North Carolina, United States
Noelle thomas
Pre Physician Assistant studentBaptist Health Care
...