KNOW PUNEET
Puneet Oberoi CFPCM
Puneet Oberoi is Certified Financial PlannerCM Practitioner. After Completing his Graduation in commerce from Delhi University ,he pursued learning in Financial sector.
He completed CFPCM certification in 2006 , he is among the first few financial professionals to qualify CFPCM in India. He holds LUTCF (Life Underwriting Training Council Fellowship) from The American College. Further he holds lot of other certifications in Capital Market offered by National Stock Exchange.
He has completed his CMNP( Certified Master Networking Prog.) & is a proud grad. of SKC for his LMI program.
Puneet has a passion for investing and takes pride in helping his clients grow their wealth in a proactive manner ,with a focus on risk minimization. He is coaching and helping people to deal with various personal financial issues through financial planning which covers all areas of the individual’s financial needs that results in the achievement of each of the individual’s goals.
Puneet has extensive experience in Personal Financial planning , Retirement Planning , Tax Planning & Succession planning.
He is a Subject Faculty in Jagan Nath Institute of Management Studies (JIMS) and deliver talks in many Professional Bodies & Organisations.
Puneet is in Panel of Experts for Economic Times & Outlook Money & has published more than 100 articles & columns.
