21 Nov, 2016

Harshil Roy

M.Com, CFA (ICFAI), CFP, CPFA, DBO |          Mobile: +91 982 451 6605

Harshil has an experience of more than 5 years in the domain. He is a thorough professional with qualifications like Chartered Financial Analyst (ICFAI) and CERTIFIED FINANCIAL PLANNER, which are not only one of the requirements of Securities and Exchange Board of India to be a Registered Financial Advisor but also considered to be the internationally gold standard qualifications.

Apart from being a Financial Planning practitioner, he is also a well renowned trainer in the domain of finance. He has expertise in training new entrants as well as industry professionals on the topics like Mutual Funds, Equities, Derivatives, Insurance, Financial Planning and Excel for Financial Planning.

He works with prestigious clients like National Institute of Securities Market, HDFC Ergo, NJ India Invest and Arvind Limited to name a few.

He aims to enable investors to take informed decisions directly through financial planning process as well as indirectly through training industry professionals.

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