Nita Menezes | Financially Smart & MoneyPrastha

About

Founder & CEO of Financially Smart - focused on spreading financial literacy. Financial Literacy Advocate | G100 India - Financial Empowerment | National President WICCI (Financial Literacy & Management Council ). Fellow in Life Insurance from Insurance Institute of India. Certified Financial Planner. Professor of Practice and also a Certified Image Consultant. I help my clients make smart & informed decisions about your money.

Practice at a glance

30

Years of Experience

0

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

CFP – Certified Financial Planner

Licenses Held

AMFI Registered Mutual Fund Distributor

IRDAI Licensed Insurance Agent (Life)

Education

Formal Education

BSc – Bachelor of Science

Industry Education

NISM V-A – Mutual Fund Distributors Certification

Can help you to

Plan Complete Finances

Children’s Goals

Invest for Goals

Plan Retirement

Save Taxes

Build Wealth

Make a Will / Trust

Can help you buy / invest in

Other Insurances

Health Insurance

Life Insurance

Mutual Funds

Complimentary Services

Get any of the free services to experience working with Nita Menezes.

30 Minute Q&A — Ask Me Anything

Financial Health Check-up

Insurance Portfolio Review