Neeti Sethi | Acumoney Consulting

About

Neeti is a CA and CFP with extensive experience in the areas of Consulting, Banking and Financial Services. At Acumoney, we endeavor to create relationships for life, not just clients. We are a fiduciary and for us, your interest comes first.

Practice at a glance

12

Years of Experience

95

Families Served

₹100

Crores Managed

Practice Details

Min Monthly Investment: --

Min Lumpsum Investment: --

Nature of earnings:Fees

Mode of Meetings:Hybrid (Physical + Virtual)

Specialises working with:

Language Spoken:

Qualification Completed

CA – Chartered Accountant

CFP – Certified Financial Planner

Licenses Held

SEBI Registered Investment Adviser

Education

Formal Education

BCom – Bachelor of Commerce

Industry Education

NISM X-A – Investment Adviser Level 1, NISM X-B – Investment Adviser Level 2

Can help you to

Plan Complete Finances

Children’s Goals

Organize Financials

Invest for Goals

Plan Retirement

Save Taxes

Build Wealth

Can help you buy / invest in

Fixed Deposits & Bonds

Mutual Funds

Complimentary Services

Get any of the free services to experience working with Neeti.

30 Minute Q&A — Ask Me Anything