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Navneet Barai, CFP, PGDM

Navneet barai, cfp, pgdm

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location of Navneet Barai, CFP, PGDMMumbai, Maharashtra, India
Phone number of Navneet Barai, CFP, PGDM+91 xxxx xxxxx
Followers of Navneet Barai, CFP, PGDM816 followers

  • Timeline

    Jun 2020 - Jan 2022

    Equity and Derivatives Dealer

    Angel One
    Jan 2022 - Jan 2024

    Paraplanner

    Befree - Finance and Accounting Business Process Outsourcing
    Current Company
    Jan 2024 - now

    Subject Matter Expert

    Valenta

  • About me

    Certified Financial Planner, PGDM in Finance

  • Education

    • Certified financial planner

      2022 - 2023
      Financial planning and services

      Activities and Societies: Completed CFP

    • University of mumbai

      2019 - 2021
      Master's degree financial markets and services b

      Activities and Societies: Completed Financial Markets and Services

    • Welingkar institute of management

      -
      Pgdm finance

      Completed

  • Experience

    • Angel one

      Jun 2020 - Jan 2022
      Equity and derivatives dealer

    • Befree - finance and accounting business process outsourcing

      Jan 2022 - Jan 2024
      Paraplanner

    • Valenta

      Jan 2024 - now
      Subject matter expert

  • Licenses & Certifications

    • Equity derivatives

      National institute of securities markets (nism)
      May 2021

    • Certified risk and estate planning specialist

      Fpsb india
      Oct 2021

    • Certified investment planning specialist

      Fpsb india
      Aug 2021

    • Mutual fund advisor

      National institute of securities markets (nism)
      Feb 2021

    • Certified retirement and tax planning specialist

      Fpsb india
      Apr 2022

  • Honors & Awards

    • Awarded to Navneet Barai, CFP, PGDM
      RISING STAR Befree Mar 2023
    • Awarded to Navneet Barai, CFP, PGDM
      Employee of the Month - Twice AngelOne Feb 2021 Employee of the Month - Feb & Sept 2021