A Certified Financial Planner (CFP) or Wealth Advisor/Expert from FPSB (Financial Planning Standard Board USA) with 16 yrs of banking and Financial Institutions working experience as an investment Banker. During his last tenure of banking career worked with Yes Bank Ltd for 7 yrs as a Vice President- Wealth Management division for priority banking client’s investment portfolio with the team of Relationships Managers across NCR. From 1st Apr 2022 he has started his own venture as a CFP and also associated with Joy first as a Wealth Partner to provide our clients a 360 degree Financial solutions at one place. He has also worked with leading banks like Standard Chartered Finance Ltd , ICICI Bank – NRI services, HSBC – NRI services & Wealth Management, Aditya Birla Money.Contact Wealth Advisor/expert.