Mastery of budgeting and financial planning constitutes a pivotal facet for those aspiring to carve a path to financial prosperity. We offer an illuminating insight into this vital arena, infusing your financial journey with pearls of wisdom drawn from the corporate realm. Through this training, you'll unearth the intricacies of sculpting a budget, meticulously tracking expenses, and erecting financial goals that stand as a testament to your ambitions.
This voyage isn't confined to the career stage—it caters to all, be it those embarking on their professional journey, orchestrating household finances, or meticulously shaping retirement dreams. This training primes you to steer your financial ship with astuteness, tapping into key concepts such as cash flow governance, prudent saving tactics, sagacious debt management, and the orchestrations of investment planning. Equip yourself with the prowess to make sagacious financial decisions, each resonating with the symphony of a prosperous future.
Amit Kukreja is a financial advisor, registered with SEBI as an Investment Adviser – Individual and with FPSB India as a Certified Financial Planner (CFPCM). He is also a Certified Financial Transitionist (CeFT®), registered with the Financial Transition Institute in Florida.
He has been a financial advisor since 2011. His previous career was in Information Technology space for about 15 years, specializing in consulting & relationship management, accounts management, delivery of cost-effective, complex, high-performance technology solutions in a globally distributed delivery environment. As an accomplished results-driven delivery leader, he was fortunate to strengthen his relationship management, advisory and consulting skills. It was in 2010 he started pursuing, his purpose of helping people create a balance of wealth and happiness.
He appears on ETNow’s The Money Show, India Tonight, Bano Apna Finance Minister, Zee Business's Money Guru & Mutual Funds Helpline , CNBC Awaaz’s Your Money, CNBC TV18’s Money Money Money show, NDTV channel’s Let’s Talk Money, Manage Your Money, The Property Show, Property India, Paisa Vasool, and Get Started in the Markets, to advise the viewers on their financial decisions.
He also does money segments on AIR FM Gold (Delhi) and RadioOne 94.3FM (Delhi).
He is also a proud member of a few associations namely
1. Association of Registered Investment Advisors (ARIA)
2. Financial Planners Guild of India (FPGI)
3. ARIA – Board of directors
The budgeting and financial planning program extends a warm embrace to all who yearn to empower themselves with invaluable knowledge, fostering the art of astute financial management.
Budgeting and Financial Planning is a 2 hours program Instructor Led.
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