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MANU GUPTA | Independent Personal Finance Professional | KolkataMANU GUPTA | Independent Personal Finance Professional | Kolkata

MANU GUPTA

Independent Personal Finance Professional•Kolkata,WB
3-c, Dharmadas Row, Near Rash Behari Gurudwara,
Kolkata, WB, 700026
3-c, Dharmadas Row, Near Rash Behari Gurudwara, Kolkata, WB, 700026
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