Pooja Patel
400000 Followers

About

I am a Certified Financial Planner (CFP) and NISM Research Analyst with over 5 years of extensive experience in the financial industry. Throughout my career, I have been dedicated to helping individuals and businesses make informed financial decisions to achieve their goals. With a deep understanding of market research and analysis, I provide valuable insights and recommendations to my clients, ensuring they navigate the complexities of the financial landscape with confidence. My expertise spans various areas, including investment planning, retirement planning, risk management, and wealth preservation. Moreover, I take pride in fostering a community of over 400K individuals, where I share valuable knowledge, tips, and resources to empower them in their financial journey. As a passionate advocate for financial literacy and empowerment, I strive to make a meaningful difference in the lives of others through my work.

Category

Banking & Finance

Location