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Read more about the article Why do Parents Need to Plan For Their Children’s Education?

Why do Parents Need to Plan For Their Children’s Education?

  • Post author:fincart
  • Post published:October 27, 2023
  • Post category:Child Education

Chocolates and gadgets are temporary gifts, but a Child Education Plan is a lifelong gift!! It is a plan that will set their future and they could do any course they wish…

Continue ReadingWhy do Parents Need to Plan For Their Children’s Education?
Read more about the article How a Child Education Plan Can Save You From Education Inflation

How a Child Education Plan Can Save You From Education Inflation

  • Post author:fincart
  • Post published:October 27, 2023
  • Post category:Child Education

What Are Child Education Plans? Child Education Plans are financial products designed to help parents secure their child’s educational future by systematically saving and investing. These plans typically combine investment…

Continue ReadingHow a Child Education Plan Can Save You From Education Inflation
Read more about the article Education Inflation in India – How It Impacts in The Coming Years?

Education Inflation in India – How It Impacts in The Coming Years?

  • Post author:fincart
  • Post published:October 27, 2023
  • Post category:Child Education

“A good education is the foundation of a better future”- Elizabeth Warren  From petrol to vegetable hikes, Inflation is raising the prices of everything. You might be so engrossed in…

Continue ReadingEducation Inflation in India – How It Impacts in The Coming Years?
Read more about the article How to Get an Education Loan for Higher Studies?

How to Get an Education Loan for Higher Studies?

  • Post author:fincart
  • Post published:October 27, 2023
  • Post category:Child Education

“Education is the most powerful weapon which you can use to change the world”- Nelson Mandela   From buying toys to getting a new phone, as your child grows so do…

Continue ReadingHow to Get an Education Loan for Higher Studies?
Read more about the article Best 4 Reasons To Invest in a Child Education Plan

Best 4 Reasons To Invest in a Child Education Plan

  • Post author:Shubham Sharma
  • Post published:October 27, 2023
  • Post category:Child Education

The 90s were the times when the cost of education was low. The importance of child education has been there since the ancient period but was segregated by the caste…

Continue ReadingBest 4 Reasons To Invest in a Child Education Plan
Read more about the article Anyone Can Plan for Child Education?

Anyone Can Plan for Child Education?

  • Post author:fincart
  • Post published:October 26, 2023
  • Post category:Child Education

Planning an education corpus for your child Good education is no mean feat, either for the child or the parent. While children struggle to score good marks to secure their admission…

Continue ReadingAnyone Can Plan for Child Education?
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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.

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    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.

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    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.

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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.

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    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.

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    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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    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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