Helping you Plan, Invest, and Navigate to help you reach and meet your financial goals.
Financial Planning helps you take better control of your financial situation, enhance the quality of life and make you feel money confident. Financial planning covers all important aspects of your life, whether it be goal planning, retirement planning, insurance planning, investment planning, tax planning, budget and loan planning and so much more. With a certified coach beside you, you will be much more confident than you are to achieve your goals confidently.
Whether it be buying a home, car, vacation, or your child’s education, plan your goals systematically.
Don’t get stuck with last-minute problems. Plan for your emergencies better.
Learn and understand what your retirement corpus should be to live a life that you wish for.
Invest at the right place with investment planning and achieve your goals confidently.
Understand which insurance suits you and your family the best and plan with our expert Puneet Oberoi
Repay your bad loans and take control of your budget planning.
Puneet Oberoi is a Certified Financial Planner PractitionerCM. 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.
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 proactively grow their wealth, 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 delivers talks in many Professional Bodies & Organizations.
Puneet is in the Panel of Experts for Economic Times & Outlook Money & has published more than 100 articles & columns.