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Jaya  Gulabani | undefined | undefined

Jaya Gulabani

About

I am a Certified Financial Planner (CFP) with 9 years of experience in the financial services industry, including a background in mutual fund operations and client service. For the past 2 years, I’ve worked as a paraplanner, supporting financial planning strategies and helping clients optimize their financial outcomes. Passionate about continued growth, I am focused on advancing my career in financial planning and providing comprehensive, personalized guidance to clients at every stage of their financial journey.

Practice at a glance

2
Years of Experience
50
Families Served
₹0
Crores Managed

Practice Details

Min Monthly Investment: --
Min Lumpsum Investment: --
Nature of earnings:Hybrid (Comissions + Fees)
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:
Language Spoken:

Qualification Completed

QPFP – Qualified Personal Finance Professional

CFP – Certified Financial Planner

Education

Formal Education

BCom – Bachelor of Commerce

Industry Education

NISM V-A – Mutual Fund Distributors Certification

Can help you to

Plan Complete Finances

Can help you buy / invest in

Fixed Deposits & Bonds
Other Insurances
Health Insurance
Life Insurance
Mutual Funds