Mandeep Thakur, CFP®

Mandeep Thakur, CFP®

BDE

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location of Mandeep Thakur, CFP®Shimla, Himachal Pradesh, India

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  • Timeline

  • About me

    Entrepreneur at A2M Medical & Surgicals || Manvita Investment Services || CERTIFIED FINANCIAL PLANNER® practitioner || AMFI Registered MFD

  • Education

    • Sainik School Sujanpur Tira

      1991 - 1998
      Higher Secondary School
    • Punjab State Board of Technical Education and Industrial Training

      2002 - 2004
      Diploma in Pharmacy Pharmacy
    • Himachal Pradesh University

      2018 - 2020
      Master's degree English Language and Literature, General
    • Panjab University,Chandigarh

      2012 - 2014
      MBA Marketing/Finance Management, General
    • Punjab Technical University, Jalandhar

      2004 - 2007
      Bachelor of Pharmacy (B.Pharm.) Pharmacy
  • Experience

    • Wallace pharmaceuticals( Life style division)

      Aug 2007 - Feb 2008
      BDE
    • Pfizer

      Mar 2008 - Jun 2010
      PSO
    • MSD

      Jul 2010 - May 2012
      Territory Business Manager
    • Alcon

      Jun 2012 - Feb 2019
      Cataract Account Manager
    • Kirloskar Oil Engines Limited

      Mar 2019 - Mar 2022
      Managing Partner ( Koel care ) United Gentech Solutions & Services
    • A2M Medical & Surgicals

      May 2022 - now
      Business Owner
    • Manvita Investment Sevices LLP

      Dec 2023 - now
      Business Owner

      We 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

    • CFP Certification - Global Excellence in Financial Planning

      FPSB India
      Mar 2024
      View certificate certificate
    • CFP Certification - Global Excellence in Financial Planning

      FPSB India
      Mar 2024
      View certificate certificate
    • CFP Certification - Global Excellence in Financial Planning

      FPSB India
      Mar 2024
      View certificate certificate