Puneet Oberoi
About Advisor
Puneet Oberoi is a Certified Financial Planner and first batch of CFP’s in India, completed his LUTCF from The American College in 2007 and is a Certified Life Planner. He has 2 decades of experience in Financial services Industry. He is in a panel of experts for Economic times and Outlook money. He has more than 200 + media publications and have been a regular of TV talk shows and other channels of communications. He is currently coaching Financial Planners across India and is also subject faculty at JIMS a Business management school. He has conducted more than 400 sessions in the past 3 years and coached more than 50000 people till now on financial literacy; and imparting knowledge through his instagram handle "Puneet Oberoi CFP". He is Founder & Director for 3 Organizations: FINWISE SERVICES PVT LTD, SAMPANN FINMAN SERVICES PVT LTD and SAP CONNEXT LLP
Company
Finwise Services Pvt Ltd - Managing Director
Experience
20 years
License
Corporate Agent
Products
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