Mamta Khanna, CFPCM

Mamta Khanna, CFPCM

Financial planner | Goal based investment Planning Retirement Planning Post Retirement Planning Portfolio review || Investment Consultant | CFPCM | Founder BestInvestIndia.com | Youtuber | Blogger | Author

Delhi, India
3K followers 500+ connections

About

We assist people to fulfill their Financial dream through appropriate investing and Financial Planning. We guide, assist and do follow ups to make our investors comfortably acheive their financial life goals. our job is to coach, advise people to attain best from their investing.

Message Us Now If You Want Guidence Regarding

1.Financial planning
2.Goal based investment Planning
3.Retirement Planning
4 Post Retirement Planning
5. Portfolio review
6. Mutual funds
7. Bonds
8. FDs
9. RBI gold bonds
10. Bonds
11. Life insurance
12. Mediclaim
13. Accidental insurance
14. Car insurance

Articles by Mamta

See all articles

Contributions

Activity

Join now to see all activity

Experience

  • Chief Executive Officer

    Best Invest India Financial Services

    - Present 8 years 2 months

    B-19 shop no 2 Saraswati Garden Mansarover Garden new delhi 110015

    Make Financial Plan for the clients. Help them reach their goals with the help of customized planning. Materializing their investment into the products suitable to them. Deals in all Financial investment products like FD, MF, Bonds, Mediclaim, Real Estate and all tax related work.
    Individual analysis of products is also available such as insurance analysis, loan analysis, comprehensive Financial Planning, Retirement Planning, Children Education Planning.

  • CERTIFIED FINANCIAL PLANNER

    HFI wealth creators pvt ltd

    - 1 year 1 month

    New Delhi Area, India

    MAKING A SUITABLE FINANCIAL PLAN FOR THE CLIENT , GIVING APPROPRIATE ADVICE .GIVING THEM SNAPSHOT ON EXCEL SO THAT THEY CAN HAVE THE REAL LOOK OF THE PLANNING.AND COMPREHEND THE PLAN. HELP THEM TO ACHIEVE THEIR GOALS

  • CFPCM

    FPSBINDIA

    - less than a year

    MAKING PERSONAL FINANCIAL PLAN

  • CFPCM(A)

    icici prudential life insurance co ltd

    - 9 years

    New Delhi Area, India

    GIVING AND SELLING INSURANCE TO THE CLIENTS. THERE I WOTRKED AS AN INSURANCE ADVISOR

Education

  • Financial planning standards board India

    Certified Financial Planner Finance and Financial Management Services A

  • SARVODAYA VIDYALAYA,PRASHANT VIHAR

    SR,SEC. SCIENCE

    -

    science student having courses physics,chemistry,biology,mathematics

Licenses & Certifications

Recommendations received

More activity by Mamta

View Mamta’s full profile

  • See who you know in common
  • Get introduced
  • Contact Mamta directly
Join to view full profile

Other similar profiles

Explore collaborative articles

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

Explore More

Add new skills with these courses