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Read more about the article What are the Objectives of Investment

What are the Objectives of Investment

  • Post author:Shubham Sharma
  • Post published:June 18, 2024
  • Post category:Investment Planning

Saving money is important, but it isn't enough on its own to realise all your financial dreams. To truly achieve your long-term financial goals, you need to invest. Investing allows…

Continue ReadingWhat are the Objectives of Investment
Read more about the article The Role of Technology in Modern Investment Management

The Role of Technology in Modern Investment Management

  • Post author:Shubham Sharma
  • Post published:June 10, 2024
  • Post category:Investment Planning/Share Markets

For a long time, investing has been thought of as this convoluted task, filled with complexities of market dynamics, geopolitical events, policy changes, and economic changes. However, advancements in technology…

Continue ReadingThe Role of Technology in Modern Investment Management
Read more about the article What is Portfolio Management? Meaning, Process and Types

What is Portfolio Management? Meaning, Process and Types

  • Post author:Shubham Sharma
  • Post published:June 10, 2024
  • Post category:Investment Planning

Different types of assets perform differently depending on market conditions. That's why investors spread their money across various assets like mutual funds, gold, stocks, and bonds. This mix of investments…

Continue ReadingWhat is Portfolio Management? Meaning, Process and Types
Read more about the article The Rise of Cryptocurrency: Should You Invest in Crypto?

The Rise of Cryptocurrency: Should You Invest in Crypto?

  • Post author:Shubham Sharma
  • Post published:June 3, 2024
  • Post category:Investment Planning

Launched in 2009 by Satoshi Nakamoto, Bitcoin became the world’s first cryptocurrency. Since then it has experienced a remarkable rise. By May of 2016, Bitcoin’s value was around USD 500,…

Continue ReadingThe Rise of Cryptocurrency: Should You Invest in Crypto?
Read more about the article Why are gold prices at an all-time high?

Why are gold prices at an all-time high?

  • Post author:Prashant Gaur
  • Post published:May 15, 2024
  • Post category:Risk Management

In the month of May 2024, the gold market experienced a significant increase in prices, extending a trend that highlights the enduring appeal and value of this precious metal. Several…

Continue ReadingWhy are gold prices at an all-time high?
Read more about the article Different Types of SIP Investment Plans

Different Types of SIP Investment Plans

  • Post author:Shubham Sharma
  • Post published:May 15, 2024
  • Post category:SIP

In recent years Systematic Investment Plans (SIPs) have emerged as a popular and effective way to invest in mutual funds. With a sip investment individuals can start small and make…

Continue ReadingDifferent Types of SIP Investment Plans
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Financial Planner In Bangalore | Financial Planner In Delhi | Financial Planner In Mumbai | Financial Planner In Chennai | Financial Planner In Pune | Financial Planner In Indore | Financial Planner In Gurugram | Financial Planner In Ahmedabad | Financial Planner In Hyderabad | Financial Planner In Kolkata

Navsheen Jutshi

Navsheen is an expert in Wealth Management and currently serves as a Wealth Manager at Fincart. She holds a Master’s degree in Business Economics and prestigious certifications including CPWM (Certified Private Wealth Manager) and multiple NISM certifications (V(A), XXI(A)), underscoring her deep expertise in wealth management and regulatory compliance.

With over 4 years of experience in financial planning and portfolio management, Navsheen has successfully managed the portfolios of 100+ families, offering personalized financial strategies and guidance. Her commitment to staying abreast of industry trends and best practices makes her a trusted advisor for individuals looking to secure and grow their financial future.

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Manu Choudhary

Manu Choudhary is a Senior Wealth Manager at Fincart, with over three years of experience in wealth management. She holds the Certified Private Wealth Planner (CPWP) designation from CIEL and NISM V-A certification.

Manu manages the financial affairs of more than 70 families, specializing in tax, estate, investment, and retirement planning. She crafts personalized strategies that cater to both immediate and future goals, prioritizing trust and relationship-building in her approach. Committed to guiding clients through every phase of their financial journey, Manu offers expert advice and handholds her clients, makeing a positive impact, ensuring long-term success and financial confidence.

Akanksha Agarwal

Akanksha Aggarwal is an esteemed financial professional, serving as an Associate Vice President at Fincart. With a strong background of over 8 years in wealth management her commitment to client success, makes her a trusted advisor for a broad spectrum of clients.
Armed with advanced certifications in financial planning and wealth management such as Certified Private Wealth Manager by CIEL, IRDA, and NISM certifications.

Akanksha is well-equipped to navigate the complexities of tax, estate, investment, wealth, and retirement planning. Her focused and goal-oriented approach and hunger to keep improvising make her a one-of-a-kind purposeful advisor.

Ankit Sadwal 

Introducing Ankit Sadwal, a dynamic leader in the financial services industry with over 6 years of experience in wealth management and financial planning. As the Associate Vice President at Fincart, Ankit brings a wealth of expertise in crafting personalized financial strategies that align with his client’s long-term goals.

Ankit’s academic credentials include a degree in Bachelor of Commerce and he holds advanced certifications such as CWM and NISM, showcasing his dedication to continuous learning and professional growth. His client-centric approach and deep understanding of market trends have made him a trusted advisor to a diverse clientele. His strategic insights and unwavering commitment to excellence position him as a key player in the dynamic landscape of wealth management.

Vivek Sinha

Vivek is an accomplished corporate professional with an MBA in Marketing and extensive experience in Sales & Business Development across multiple industries. As the Head of the Corporate Vertical and Workshop coordinator for Fincart, he has led numerous successful initiatives, driving growth and fostering strong client relationships.  

With over 300+ hours of workshop facilitation, he has honed his ability to engage diverse audiences, providing valuable insights and practical solutions. His leadership in the corporate sector is marked by a deep commitment to empowering businesses and individuals through tailored financial education and awareness programs.

Ambika Sharma

Ambika Sharma is an established financial advisor with over 5+ years of experience in wealth management. She specializes in helping high-net-worth individuals and families achieve their financial goals through tailored investment strategies, estate planning, risk planning & Tax planning and retirement solutions.

Ambika is known for her deep understanding of market trends, her ability to simplify complex financial concepts, and her commitment to client education and empowerment. Ambika believes that financial success is not just about accumulating wealth, but about creating a secure and fulfilling future. She is passionate about educating her clients and empowering them to make informed financial decisions. Her client-first approach and dedication to excellence have earned her a reputation as a trusted advisor in the finance industry.

Ratan Priya

Ratan Priya is an accomplished Certified Private Wealth Manager and Senior Team Lead at Fincart, possessing over a good number of years of experience in wealth management. She holds a degree in B.Com (Hons) from the University of Delhi. Ratan also holds advanced certifications such as the Certified Private Wealth Manager (CPWM) and NISM V(A). 

Leading a highly skilled team of wealth managers, Ratan Priya demonstrates expertise in tax, estate, investment, and retirement planning, providing customized strategies aligned with clients’ long-term objectives. Ratan Priya is dedicated to supporting clients throughout each phase of their financial journey, offering personalized, strategic counsel focusing on long-lasting success.

Yash Tawri

Yash Tawri is a seasoned Senior Manager in Wealth Management with over 3 years of experience in delivering expert financial strategies and managing high-net-worth portfolios. With an MBA in Finance and Investment Banking and advanced certifications such as the Certified Private Wealth Manager (CPWM) and NISM V(A), Yash brings a wealth of knowledge and practical expertise to the financial sector.

As a sought-after speaker, Yash leverages his deep understanding of investment strategies, financial planning, and team leadership to provide valuable insights into the world of wealth management. His presentations are known for their clarity, actionable takeaways, and real-world applications, making complex financial concepts accessible to diverse audiences.

Vivek singhal

Vivek, the bright star of the Fincart team. He is an expert in Wealth management and currently serves as the Assistant Vice President. Vivek holds prestigious certifications including CPWM (Certified Private Wealth Manager) and various NISM certifications (V(A), XXI(A), X(A), X(B), XVII), highlighting his expertise in wealth management and regulatory compliance.

Leading a dedicated team of 10 wealth managers Vivek’s leadership and strategic acumen are pivotal in delivering tailored financial solutions and driving client success in wealth management. 

Anmol

Anmol is a seasoned Certified Financial Planner and Assistant Vice President at Fincart, bringing over a decade of experience in wealth management. She has earned her financial planning credentials from the University of Florida and holds the Certified Private Wealth Manager (CPWM) designation, along with NISM degrees.

Leading a dedicated team of wealth managers, Anmol excels in tax, estate, investment, and retirement planning, offering tailored strategies that align with clients’ long-term goals. Anmol is devoted to guiding clients through every stage of their financial journey with personalized, strategic advice and a focus on enduring success.

Ravi Sharma

Ravi is the co-founder and director at Fincart, with over a decade of experience in wealth management Read more. He holds an MBA in Finance, a postgraduate diploma in financial planning and wealth management, a licentiate in Insurance, and has earned his domain-related certifications from NISM.

Ravi is one of the youngest and most successful wealth managers in the country. He currently manages the team of 80+ weath managers and financial advisors across four metro cities – Delhi, Bengaluru, Kolkata & Mumbai. His approach emphasizes trust and relationship-building, with a strong commitment to community impact through active societal contributions.

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