Mr Girish Khandelwal Founder of Hamara Planner, Personal Financial Coach and Certified Financial Planner. was born on 16 March 1988, Did his Schooling in AB Parekh Vidya mandir, His Bachelor’s in TNC college and his MBA in Marketing in Loyola Pondicherry University. His started his career as 1st Generation Entrepreneur in the year 2009 and then on there is no look back to his profession.
His Accomplishments of being
1. Qualified Personal Financial Professional. QPFP®️
2. Volatility Coach
3. Director Consultant of BNI. etc.,
His passion towards numbers and people drives him into this financial world.
His Visions is to help 1 million people to achieve Financial Independence and create MILLIONAIRES.
8670+ participants (as on 31-dec-22) has benefited by his workshop on Money Management, Personal finance, Tax Planning, Estate Planning etc.,
Practice at a glance
13
Years of Experience
65
Families Served
₹47
Crores Managed
Practice Details
Min Monthly Investment:₹5,000 & more
Min Lumpsum Investment:₹50,000 & more
Nature of earnings:Hybrid (Comissions + Fees)
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:Young Professionals, Senior Management, NRI / OCI, Women Investors, Senior Citizens / Retirees, Business & SME Owners, Doctors, Professionals (CAs, Lawyers), Founders & Entrepreneurs, Government Staff
Language Spoken:Hindi, Tamil, English
Qualification Completed
QPFP – Qualified Personal Finance Professional
CFP – Certified Financial Planner
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
Plan Retirement
Save Taxes
Can help you buy / invest in
Fixed Deposits & Bonds
Global Investing
Mutual Funds
Complimentary Services
Get any of the free services to experience working with Girish Khandelwal.