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
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Why Keeping Too Much Cash in Your Bank Account, Could Be a Problem
Why Keeping Too Much Cash in Your Bank Account, Could Be a Problem
By Mamta Khanna, CFPCM
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Struggling to Grow Your Wealth? Realign Your Investments with Financial Planning for Long-Term Success!
Struggling to Grow Your Wealth? Realign Your Investments with Financial Planning for Long-Term Success!
By Mamta Khanna, CFPCM
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How Bestii Could Break Free from Debt: Simple Strategies for Reducing EMIs and Boosting Wealth ( Part -3)
How Bestii Could Break Free from Debt: Simple Strategies for Reducing EMIs and Boosting Wealth ( Part -3)
By Mamta Khanna, CFPCM
Contributions
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You're aiming to excel as a financial advisor in a cutthroat market. How can you outshine the competition?
That's a great approach! Building a strong rapport with clients through understanding their personal stories allows you to better assess their financial needs and behaviors. By listening closely and asking thoughtful questions, you can uncover insights that may not appear in the numbers alone. It's this blend of empathy and financial expertise that leads to more tailored, effective advice. We must have specific strategies or types of questions you use to get clients to open up?
Activity
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From Red-carpet welcome to delivering my first TEDx talk standing on the Red-dot, it was truly a red letter day (read TEDx in red letters) in my…
From Red-carpet welcome to delivering my first TEDx talk standing on the Red-dot, it was truly a red letter day (read TEDx in red letters) in my…
Liked by Mamta Khanna, CFPCM
Experience
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Chief Executive Officer
Best Invest India Financial Services
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CERTIFIED FINANCIAL PLANNER
HFI wealth creators pvt ltd
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CFPCM
FPSBINDIA
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CFPCM(A)
icici prudential life insurance co ltd
Education
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Financial planning standards board India
Certified Financial Planner Finance and Financial Management Services A
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SARVODAYA VIDYALAYA,PRASHANT VIHAR
SR,SEC. SCIENCE
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science student having courses physics,chemistry,biology,mathematics
Licenses & Certifications
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CERTIFIED FINANCIAL PLANNER(A)
FPSB INDIA
Issued
Recommendations received
1 person has recommended Mamta
Join now to viewMore activity by Mamta
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Follow for more Financial Tips. . #financialrules #financialplanning #financialplanner #financewithmamta #personalfinance #investments #financialtips…
Follow for more Financial Tips. . #financialrules #financialplanning #financialplanner #financewithmamta #personalfinance #investments #financialtips…
Shared by Mamta Khanna, CFPCM
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Happy to be the part of Fashion and Design ki Guftagu organized by Guftagu " A Circle of Trust" , Pearl Academy and Runway Incubator #More Guftagu…
Happy to be the part of Fashion and Design ki Guftagu organized by Guftagu " A Circle of Trust" , Pearl Academy and Runway Incubator #More Guftagu…
Liked by Mamta Khanna, CFPCM
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🌟 Empowering Financial Literacy with CA Rachana Ranade ! 🌟 Excited to share about an inspiring meet-up with the renowned financial educator Rachana…
🌟 Empowering Financial Literacy with CA Rachana Ranade ! 🌟 Excited to share about an inspiring meet-up with the renowned financial educator Rachana…
Liked by Mamta Khanna, CFPCM
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🌱 Encouragement is like water to the soul; it makes everything grow. – Chris Burkmenn How are you, Deb? My standard answer is: busy and blessed.…
🌱 Encouragement is like water to the soul; it makes everything grow. – Chris Burkmenn How are you, Deb? My standard answer is: busy and blessed.…
Liked by Mamta Khanna, CFPCM
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As you all know, 24th November marked a huge milestone for us! Our first live event in Pune, presented by Upstox, marked the beginning of an exciting…
As you all know, 24th November marked a huge milestone for us! Our first live event in Pune, presented by Upstox, marked the beginning of an exciting…
Liked by Mamta Khanna, CFPCM
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Do you want to achieve high business growth by impactful connections? Today we had an awesome houseful Guftagu with the business leaders in…
Do you want to achieve high business growth by impactful connections? Today we had an awesome houseful Guftagu with the business leaders in…
Liked by Mamta Khanna, CFPCM
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