Trupti Wani | krishnafinzplan

About

I am a certified financial planner based in Bangalore having more than 20 years of experience in financial market & 10 years of experience in personal finance & financial planning. I believe in giving financial advice to my clients based on their personal aspirations and goals. I help them realise their dreams. It is my passion to simplify client’s investment journey to achieve financial freedom.

Practice at a glance

13

Years of Experience

1400

Families Served

₹197

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

QPFP – Qualified Personal Finance Professional

Licenses Held

AMFI Registered Mutual Fund Distributor

SEBI Registered Investment Adviser

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

Organize Financials

Buy a Home

Invest for Goals

Plan Retirement

Save Taxes

Build Wealth

Make a Will / Trust

Can help you buy / invest in

Health Insurance

Mutual Funds

Complimentary Services

Get any of the free services to experience working with Trupti Wani.

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

Retirement Readiness Check