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Home » Blog
rbi regulated digital rupee
Digital Rupee
fincart

Has the New Era Begun With The RBI-Regulated Digital Rupee in India?

fincart October 26, 2023
digital gold
Investment Planning
fincart

Difference Between Digital Gold and Physical Gold Investments

fincart October 26, 2023
What Factors Impact Mental Health in The Workplace?
Insurance
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What Factors Impact Mental Health in The Workplace?

fincart October 20, 2023
This raksha bandhan - empower the “shagun ka lifafa”.
Financial Planning
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This Raksha Bandhan – Empower The “Shagun Ka Lifafa”

fincart October 26, 2023
income deductions under 80c, 80ccd and 80d
Income Tax
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Have You Claimed These ITR Deductions on Section 80C, 80CCD & 80D

fincart October 27, 2023
Ram Mandir inaugration
Income Tax
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Ayodhya Ram Mandir Inauguration: Save on Taxes with Your Donation

fincart February 7, 2024
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Recent Posts

  • What is Cost of Capital and Why It Matters to Investors
  • 7 Types of Investments in India and How They Work
  • The Role of Non Tax Revenue in Business and Finances
  • Repo Rate : Meaning, How It Works & Why It Matters
  • Financial Planning for Doctors in India: Key Strategies for Wealth & Investment
  • Proven Ways or Strategies to Reduce your Interest Rate on personal loans.
  • Gilt Funds Taxation & Returns: What Investors Should Know
  • RD vs Debt Mutual Funds: Which One Offers Better Returns?
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  • Personal Loan or Overdraft? Understanding the Better Fit for Your Financial Needs

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    Manu Choudhary

    Manu Choudhary is a Senior Wealth Manager at Fincart, with over three years of experience in wealth management. She holds the Certified Private Wealth Planner (CPWP) designation from CIEL and NISM V-A certification.

    Manu manages the financial affairs of more than 70 families, specializing in tax, estate, investment, and retirement planning. She crafts personalized strategies that cater to both immediate and future goals, prioritizing trust and relationship-building in her approach. Committed to guiding clients through every phase of their financial journey, Manu offers expert advice and handholds her clients, makeing a positive impact, ensuring long-term success and financial confidence.

    Akanksha Agarwal

    Akanksha Aggarwal is an esteemed financial professional, serving as an Associate Vice President at Fincart. With a strong background of over 8 years in wealth management her commitment to client success, makes her a trusted advisor for a broad spectrum of clients.
    Armed with advanced certifications in financial planning and wealth management such as Certified Private Wealth Manager by CIEL, IRDA, and NISM certifications.

    Akanksha is well-equipped to navigate the complexities of tax, estate, investment, wealth, and retirement planning. Her focused and goal-oriented approach and hunger to keep improvising make her a one-of-a-kind purposeful advisor.

    Ankit Sadwal 

    Introducing Ankit Sadwal, a dynamic leader in the financial services industry with over 6 years of experience in wealth management and financial planning. As the Associate Vice President at Fincart, Ankit brings a wealth of expertise in crafting personalized financial strategies that align with his client’s long-term goals.

    Ankit’s academic credentials include a degree in Bachelor of Commerce and he holds advanced certifications such as CWM and NISM, showcasing his dedication to continuous learning and professional growth. His client-centric approach and deep understanding of market trends have made him a trusted advisor to a diverse clientele. His strategic insights and unwavering commitment to excellence position him as a key player in the dynamic landscape of wealth management.

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    Vivek is an accomplished corporate professional with an MBA in Marketing and extensive experience in Sales & Business Development across multiple industries. As the Head of the Corporate Vertical and Workshop coordinator for Fincart, he has led numerous successful initiatives, driving growth and fostering strong client relationships.  

    With over 300+ hours of workshop facilitation, he has honed his ability to engage diverse audiences, providing valuable insights and practical solutions. His leadership in the corporate sector is marked by a deep commitment to empowering businesses and individuals through tailored financial education and awareness programs.

    Ambika Sharma

    Ambika Sharma is an established financial advisor with over 5+ years of experience in wealth management. She specializes in helping high-net-worth individuals and families achieve their financial goals through tailored investment strategies, estate planning, risk planning & Tax planning and retirement solutions.

    Ambika is known for her deep understanding of market trends, her ability to simplify complex financial concepts, and her commitment to client education and empowerment. Ambika believes that financial success is not just about accumulating wealth, but about creating a secure and fulfilling future. She is passionate about educating her clients and empowering them to make informed financial decisions. Her client-first approach and dedication to excellence have earned her a reputation as a trusted advisor in the finance industry.

    Ratan Priya

    Ratan Priya is an accomplished Certified Private Wealth Manager and Senior Team Lead at Fincart, possessing over a good number of years of experience in wealth management. She holds a degree in B.Com (Hons) from the University of Delhi. Ratan also holds advanced certifications such as the Certified Private Wealth Manager (CPWM) and NISM V(A). 

    Leading a highly skilled team of wealth managers, Ratan Priya demonstrates expertise in tax, estate, investment, and retirement planning, providing customized strategies aligned with clients’ long-term objectives. Ratan Priya is dedicated to supporting clients throughout each phase of their financial journey, offering personalized, strategic counsel focusing on long-lasting success.

    Yash Tawri

    Yash Tawri is a seasoned Senior Manager in Wealth Management with over 3 years of experience in delivering expert financial strategies and managing high-net-worth portfolios. With an MBA in Finance and Investment Banking and advanced certifications such as the Certified Private Wealth Manager (CPWM) and NISM V(A), Yash brings a wealth of knowledge and practical expertise to the financial sector.

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    Meet Navsheen, a seasoned financial expert with a strong foundation in business economics and a proven track record in wealth management. Holding a postgraduate degree in Business Economics, she has honed their skills through 4 years of experience in financial planning and portfolio management. 

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    Vivek, the bright star of the Fincart team. He is an expert in Wealth management and currently serves as the Assistant Vice President. Vivek holds prestigious certifications including CPWM (Certified Private Wealth Manager) and various NISM certifications (V(A), XXI(A), X(A), X(B), XVII), highlighting his expertise in wealth management and regulatory compliance.

    Leading a dedicated team of 10 wealth managers Vivek’s leadership and strategic acumen are pivotal in delivering tailored financial solutions and driving client success in wealth management. 

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    Anmol is a seasoned Certified Financial Planner and Assistant Vice President at Fincart, bringing over a decade of experience in wealth management. She has earned her financial planning credentials from the University of Florida and holds the Certified Private Wealth Manager (CPWM) designation, along with NISM degrees.

    Leading a dedicated team of wealth managers, Anmol excels in tax, estate, investment, and retirement planning, offering tailored strategies that align with clients’ long-term goals. Anmol is devoted to guiding clients through every stage of their financial journey with personalized, strategic advice and a focus on enduring success.

    Ravi Sharma

    Ravi is the co-founder and director at Fincart, with over a decade of experience in wealth management Read more. He holds an MBA in Finance, a postgraduate diploma in financial planning and wealth management, a licentiate in Insurance, and has earned his domain-related certifications from NISM.

    Ravi is one of the youngest and most successful wealth managers in the country. He currently manages the team of 80+ weath managers and financial advisors across four metro cities – Delhi, Bengaluru, Kolkata & Mumbai. His approach emphasizes trust and relationship-building, with a strong commitment to community impact through active societal contributions.

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