Shveta Sinha - Certified Financial Planner (CFP) Distributors
Member since May 6, 2013
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About Me
As a CFP, my goal is to make my clients' financial life well planned and help them to achieve their financial goals efficiently. working in the field of financial planning and education since last 9 years, An insightful person with over 15 years of rich experience in different field of Financial Services sector. An M.A. (Economics) and M.B.A. (Finance); has great inclination towards personal finance, was awarded the CFPCM certification by FPSBI in 2010.
About Work Experience
16 years of rich experience in financial sector
Experience & Qualification
Qualification
MA, MBA, CFPcm
Experience as an Advisor
16 Years
Total work Experience
16 Years
Services and Advisory Offered
Tax Consultancy
Certified Financial Planner (CFP)
Affiliations
- Financial Planning Standards Board, U.S.
Awards & Recognition
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Written various articles for journals etc, Lectures on financial literacy
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Have been speaker in many Investor Programs
Address
Shveta
BUDH MARG,
NEAR GPO,
Birchand Patel Marg,
Patna,
Bihar, 800001
LICENSE
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Certified Financial Planner (CFP) -
FPSBI No.
24512 - Validity -
31-12-2050
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