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Sourabh Shrivastava,CFP®

Winfina Capital India Pvt Ltd•Bhopal,MP

43 A 5th Floor Maple High Street Business Center Hoshangabad Road Opp Asmima Mall,

Bhopal, MP, 462026

43 A 5th Floor Maple High Street Business Center Hoshangabad Road Opp Asmima Mall, Bhopal, MP, 462026

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About

Sourabh Shrivastava is a CFP with 20+ years of experience helping 600+ clients worldwide, including NRIs, achieve their financial goals. He advises on investments including MFS,PMS and AIFs, serving HNIs, UHNWIs, business owners, and salaried professionals. Sourabh provides personalized financial planning, covering investment strategies, risk management, retirement, tax, and estate planning.

Practice at a glance

Years of Experience

400

Families Served

₹100

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

Industry Education

NISM V-A – Mutual Fund Distributors Certification, NISM X-A – Investment Adviser Level 1

Can help you to

Plan Complete Finances

Children’s Goals

Organize Financials

Buy a Home

Invest for Goals

Plan Retirement

Save Taxes

Build Wealth

Make a Will / Trust

Can help you buy / invest in

Fixed Deposits & Bonds

Health Insurance

Global Investing

Life Insurance

Mutual Funds

Complimentary Services

Get any of the free services to experience working with Sourabh Shrivastava,CFP®.

30 Minute Q&A — Ask Me Anything

Financial Goals Analysis

Financial Health Check-up

Organize Financial Info & Docs

Insurance Portfolio Review

Mutual Fund Portfolio Review

One Page Financial Blueprint

Stocks Portfolio Review