Arun K Gupta - Certified Financial Planner (CFP) Advisor in Baraula, Gautam Buddha Nagar

Arun K Gupta - Certified Financial Planner (CFP) Distributors

Member since Jun 13, 2013

9810104100

ColArunGupta@hotmail.com

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About Me

Col Arun Gupta is a versatile personality ? a Graduate in Mechanical Engineering & a Post Graduate in Defence Studies, he is an alumni of St Stephen?s College, Delhi, Indian Institute of Technology, Kharagpur, Chennai University, Defence Services Staff College, Wellington & College of Combat, Mhow. An avid follower of financial markets, a compulsive traveller (he has travelled the entire country and most of the world ? 29 countries and still counting), a sports person (a boxer, weight lifter, an athelete, a sailor, squash & basketball player and a golfer). Col Gupta has been an active investor in the stock markets since 1975 when few people dabbled in Equities. He has been conducting seminars and training sessions since 1980 to spread awareness about investing in equities; it?s long-term benefits; and, the power of compounding. A large number of people have benefited from his advice. In his quest for improving his knowledge, he enrolled with the International College of Financial Planning in 2005. After qualifying in the requisite examinations, in 2006, he was certified as a Financial Planner by the Financial Planning Standards Board (India), Mumbai (an affiliate of Financial Planning Standards Board, United States). At 64 years, Col Arun Gupta is one of the most experienced Certified Financial Planners in the Country and the first retired Armed Forces officer to be so certified (He understands the needs of salaried persons and the men in uniform). He has specialised in the subjects of Risk Management; Insurance Planning; Retirement Planning; Employee Benefits Planning; Investment Planning; Tax Planning; Estate Planning; and, Financial Plan Construction. Recognizing the need for clear, concise, understandable financial information, he started with a mission to provide individual investors with sound financial advice. He specialises in recommending portfolios made up of low-risk equity based mutual funds and money market instruments based on your risk appetite, investment horizon and financial planning needs. He has been on Faculty of IMS Learning Resources ? imparting training to prospective Financial Planners since Oct 2006. Senior officials like VPs, AVPs, DGMs, AGMs & Chief Managers of Citibank, Deutsche Bank, ICICI Bank, State Bank of India, Kotak Securities and Sundaram BNP have been his students. He has conducted week long training capsules for more than 40 batches of 25-35 students each in Financial Planning. He has appeared on NDTV Profit ? Value for Money, NDTV India ? Paisa Vasool, DD News ? Money Mantra and Bloomberg UTV between 2007 and 2011 as an Expert on Personal Financial Planning & Estate Planning, Articles Published. (a) Insurance ?Completely Covered? in Business Standard ? 06 Jan 2008. (b) Personal Financial Planning in Voice ? March 2008 issue of the journal of Coromandel Group. (c) Article in Spring 2008 issue of Foresight a magazine printed by Business Standard. (d) Cover Story on Personal Financial Planning in Money Mantra Hindi Edition of 28 Feb 2010. (e) Cover Story on Personal Financial Planning in Money Mantra English Edition of April 2010. (f) Money Mantra Hindi Edition of January 2011 carried an article on Retirement Planning. (g) Money Mantra English Edition of February 2011 carried an article on Retirement Planning. He is on the Panel of Experts of Outlook Money, Money Mantra and Artha Money to guide and advise individuals and answer their queries/questions on personal finance. He has delivered talks as a Guest Speaker at leading B Schools of Delhi and NCR. He has been conducting ?Financial Awareness Workshops? for corporates to educate their staff on matters of personal finance including taxation and estate planning. He has been visiting various Cantonments and educating Officers, Ladies and personnel below officer rank in matters of personal finance by conducting Workshops on Financial Awareness. He has also conducted similar workshops at various gatherings of Gentlemen and Ladies Clubs. He was invited as a Guest Speaker at the Indian Military Academy, Dehradun and addressed the Officers and Gentleman Cadets (approximate strength 1200) on ?Financial Awareness & Personal Financial Management?. He has conducted ?Financial Awareness Workshop? at Army Headquarters, Engineer-in-Chief?s Branch for ADGs, DDGs, Directors and other officers. He Was invited as a Guest Speaker at CME, Pune and conducted two Workshops on ?Financial Awareness & Personal Financial Management?. The issues close to his heart are:- 1. INFLATION and its EFFECT; 2. Concept of EFFECTIVE returns and effect of NEGATIVE returns; 3. Power of COMPOUNDING; 4. Types of INVESTMENT OPTIONS and RETURNS EXPECTED from them; 5. Rupee Cost Averaging and Systematic Investing; 6. Problems related to LIVING TOO LONG & planning for RETIREMENT; and, 7. Importance of taking investment decisions AS EARLY AS POSSIBLE IN LIFE.

About Work Experience

Faculty of IMS Learning Resources ? imparting training to prospective Financial Planners since Oct 2006. Senior officials like VPs, AVPs, DGMs, AGMs & Chief Managers of Citibank, Deutsche Bank, ICICI Bank, State Bank of India, Kotak Securities and Sundaram BNP have been my students. I have conducted week long training capsules for more than 40 batches of 25-35 students each in Financial Planning.

Experience & Qualification

Qualification

B.E., M.Sc, CFP

Experience as an Advisor

38 Years

Total work Experience

43 Years

Services and Advisory Offered

Life Insurance
General Insurance
Certified Financial Planner (CFP)

Affiliations

Not Specified

Awards & Recognition

Insurance Advisor with ICICI Prudential and National Insurance Cos since 2002. ?Million Dollar Round Table in 2003-04 & 2004-05 ?Prudential Star Clubs (Foreign) 2002-03, 2003-04 & 2004-05 Advisor/Distributor of Mutual Funds since 2003 ?Chairman's Circle Platinum Conference Istanbul, Turkey 2011

Address

Arun K

Apartment No 402, Emperor 2, Super,
Tech Emerald Court, Sector 93 A,
Baraula,
Gautam Buddha Nagar,
Uttar Pradesh, 201304

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