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Deepali Sen | Srujan Financial Services LLP | MumbaiDeepali Sen | Srujan Financial Services LLP | Mumbai

Deepali Sen

Srujan Financial Services LLP•Mumbai,MH
A-1503, Great Eastern Gardens, LBS Marg, Kanjurmarg West,
Mumbai, MH, 400078
A-1503, Great Eastern Gardens, LBS Marg, Kanjurmarg West, Mumbai, MH, 400078
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About

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.

30 Minute Q&A — Ask Me Anything
Financial Goals Analysis
Financial Health Check-up
One Page Financial Blueprint
Retirement Readiness Check