I’m an MBA in Finance, a writer and a Certified Financial Planner practitioner with over twenty-four years of experience in the personal finance space.
I have worked for fifteen years in the corporate world.
I am the founder partner of Srujan Financial Services LLP. Srujan is a Sanskrit word for ‘to create’. We aspire to create money-life balance in our clients’ lives and help them write their own equation with money. my favorite quote is, by Billy Graham, “If a person gets his attitude towards money straight, it will help
straighten out almost every other area in life”. We plan clients' goals with an attempt to share the mind behind money rather than just the mathematics component.
Besides writing the book, "Why greed is great", I write articles for Economic Times, Mint, Hindustan Times, Reader’s Digest, India Today, Free Press Journal, Business Standard, Outlook Money, Moneycontroletc.
I have be in CNBC awaaz & Zee Business. I conduct investor awareness sessions for clients.
Practice at a glance
24
Years of Experience
200
Families Served
₹100
Crores Managed
Practice Details
Min Monthly Investment: --
Min Lumpsum Investment: --
Nature of earnings:Commissions
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:
Language Spoken:
Licenses Held
AMFI Registered Mutual Fund Distributor
Education
Formal Education
BSc – Bachelor of Science
Industry Education
NISM V-A – Mutual Fund Distributors Certification
Can help you to
Plan Complete Finances
Children’s Goals
Organize Financials
Buy a Home
Invest for Goals
Plan Retirement
Save Taxes
Build Wealth
Can help you buy / invest in
Fixed Deposits & Bonds
Other Insurances
Health Insurance
Global Investing
Life Insurance
Mutual Funds
NPS & Govt Schemes
Complimentary Services
Get any of the free services to experience working with Deepali Sen.