Vivekh Pathak CFP - Certified Financial Planner (CFP) Advisor in Palam Vihar, Gurgaon

Vivekh Pathak CFP - Certified Financial Planner (CFP) Distributors

Member since Dec 13, 2017

9899111228

vivekhpathakcfp@gmail.com

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About Me

Vivekh Pathak is a 'Certified Financial Planner' & Founder at - "Finance and You", a Comprehensive Financial Planning & Investment Advisory firm based out of Delhi, NCR - Gurgoan. CFP Certification, is a mark of excellence, that is granted to individuals who meet the stringent standards of education, examination, experience and ethics. It is the most prestigious and internationally accepted Financial Planning qualification recognized and respected by the global financial community. Successfully completed workshops with Serving and Retired personnel from Paramilitary Forces; MNC's like - Luminous Power Technologies, Schneider Electric, Apollo Fiege. He has been providing complimentary financial planning for an Hour on a daily basis and helped families and business owners to plan their finances better. He takes workshops on 'Advanced Financial Planning'; ‘Investment Planning’; ‘Common Mistakes while investing.’; Behavioral Aspects while Investing'; 'Smart ways to Invest for Long-term'; 'How to check your Expenses and Pay off debts smartly'. His burning desire is to Impact at least a 1 million lives by 2026, by creating awareness on financial literacy and provide financial planning to families in such a way that they mange their finance, investments by taking their own decisions smartly.

About Work Experience

Certified Financial Planner - 3 Years Investment Advisor - 7 years HDFC Bank retail Branch Banking and Investment - 8 Years ICICI Prudential Life Insurance - 10 Months

Experience & Qualification

Qualification