Manish Jain | HumanFirst Financial

About

A Certified Financial Transitionist (CeFT) and a Certified Financial Planner (CFP) who works as a 'Thinking Partner' with Widows / Widowers, Couples in Conflict and guides people to ReWire before you Retire. Understanding and taking the HumanFirst approach to investing where you matter more than your money. The idea behind my practice is to be by your side and walk with you through life's Transitions.

Practice at a glance

19

Years of Experience

0

Families Served

₹0

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:

Qualification Completed

CFP – Certified Financial Planner

Licenses Held

AMFI Registered Mutual Fund Distributor

IRDAI Licensed Insurance Agent (Life)

Education

Formal Education

BCom – Bachelor of Commerce

Industry Education

NISM V-A – Mutual Fund Distributors Certification

Can help you to

Organize Financials

Plan Retirement

Can help you buy / invest in

Fixed Deposits & Bonds

Health Insurance

Life Insurance

Mutual Funds

NPS & Govt Schemes

Complimentary Services

Get any of the free services to experience working with Manish Jain.

30 Minute Q&A — Ask Me Anything