MANU GUPTA | Independent Personal Finance Professional

About

• One amongst the 3000 CERTIFIED FINANCIAL PLANNER® from FPSB Mumbai( It offers the globally recognized CFP certification, which represents excellence in financial planning through rigorous competency and ethical standards) in 2013 (IN151722) • Done the QPFP (Qualified Personal Finance Planner) certification programme in 2023 from Network FP. • Engineering graduate (1999) from Thapar Institute of Engg & Technology. • Industry experience of 10 years at Punjab Tractors Ltd and ICICI bank. • Post Graduate certification in business management from XLRI, Jamshedpur. • Working as PERSONAL FINANCE PROFESSIONAL & Mutual Fund Distributor ARN -306718

Practice at a glance

11

Years of Experience

6

Families Served

₹12

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

QPFP – Qualified Personal Finance Professional

Licenses Held

AMFI Registered Mutual Fund Distributor

Education

Formal Education

BE – Bachelor of Engineering

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

Make a Will / Trust

Can help you buy / invest in

Fixed Deposits & Bonds

Other Insurances

Health Insurance

Life Insurance

Mutual Funds

NPS & Govt Schemes

Complimentary Services

Get any of the free services to experience working with MANU GUPTA.

Financial Goals Analysis

Financial Health Check-up

Organize Financial Info & Docs

Insurance Portfolio Review