Our Founder

Manish Saluja, CFPCM

Founder & Chief Financial Planner

Manish is an MBA and a practicing Certified Financial Planner (CFPCM) with over 20 years of experience in Financial Planning and Wealth Management industry. He is a life time Licentiate (LIII) member of the prestigious Insurance Institute of India and he also holds professional IRDA and AMFI certifications.

He started his career as a Jobber on the trading floor of Delhi Stock Exchange in 1994 and subsequently diversified into advising a wide variety of clients on holistic Financial Planning, including personal Risk Management, Retirement Planning, Investment Planning and Tax Planning.

As a guest faculty, he also delivers lectures on Financial Planning and Wealth Management, at various institutes of repute offering specialized courses in this domain at post graduate level. He often quotes that, Financial Planning is an Art, and is not just Academics.

Manish has also authored a book “Financial Calculations made Easy”, using Texas Instruments (USA) Financial Calculator, BA II Plus, which has been widely acclaimed.

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