About Us

A CFP Certificant, MBA & currently pursuing CFA (USA) with over 12 years of experience in wealth management & financial training domain. He is currently managing an asset under management of over 20cr by providing wealth management services to his HNI clients.

As a FPSB India approved Specialist Trainer, Nitin conducts regular CFP exam preparatory classes on behalf of FPSB India across the country. He is also training SEBI registered investment advisers, established individual financial advisors, as well as employees of corporate on various financial subjects that include - Corporate Finance, Retirement Planning, Tax Planning, Advance Financial Planning, Banking and Insurance.

Nitin is also empanelled as a visiting faculty with ICFL (ICICI Direct Centre For Financial Learning) for conducting CFP classes. He also undertakes individual and group tutorials for CFP certification exam preparation.

In the domain of training Nitin has trained employees of State Bank Of India, Indian Navy, Dentsu Aegis, Deki Electronics, Interglobe, ICIC Direct, Kotak Mahindra bank, J P Morgan Chase, Yes Bank, ICICI Prudential Life Insurance, Max Life Insurance etc.

Before becoming a freelance wealth manager Nitin had worked with organization like Standard Chartered Finance Limited, Max New York Life Insurance Co. Ltd., ABN Amro Bank, HDFC Bank & Aditya Birla Money Mart.