Puneet Oberoi is a Certified Financial PlannerCM Practitioner. After completing his Graduation in Commerce from Delhi University, he pursued learning in the Financial sector.
He completed CFPCM certification in 2006, he is among the first few financial professionals to qualify for CFPCM in India. He holds LUTCF (Life Underwriting Training Council Fellowship) from The American College. Further, he holds a lot of other certifications in the Capital Market offered by the National Stock Exchange.
Our endeavor is not to sell you another financial product but to help you with a comprehensive financial plan. Feel Money Confident and enhance your quality of life with the right guidance.
A tailored portfolio that helps you live your today and plan for tomorrow.
We believe in offering purely objective investing advice.
With over 10 years of experience helping people create and manage wealth. With over 10,000+ customers have experienced our robust Financial services.
We take pride in the expertise and experience we have gained over the years and are ready to share it with you.
Take a sneak peek at our seminars, workshops, and how to understand your finances better with us.
Join us at our next session by registering yourself and taking one step closer to achieving your dreams and aspirations.
We are proud to share that we have been part of the following companies to help them grow and be Money confident with our interactive workshops, seminars, and activities.