Product Description

Amit Kukreja

financial advisor

Amit Kukreja is a Registered Investment Adviser (with SEBI) and a CERTIFIED FINANCIAL PLANNER CM (by FPSB India). He offers fee-only financial planning and wealth advisory services. In other words, there are no commissions or sales incentives to influence his recommendations.

He helps families to identify their financial goals with right focus on money and plans for them to achieve their goals with success and joy. He specializes in managing double-income​ families where two strongly opinionated individuals may come in the way of their financial well-being. Amit loves to go beyond the nuts and bolts of financial problems to help people see how a flawed approach to money gets in the way of happiness.

He is very passionate about spreading the prospects and pitfalls of investments in mutual funds, insurance, real estate, and fixed income instruments. He actively works with TV channels, radio channels & publication editorial teams to spread awareness.

He ​appears​ on Zee Business’s ​​Money Guru, Mutual Fund Helpline and NDTV’s ​​Let’s Talk Money, ​​Manage Your Money, ​​The Property Show, ​​Property India, ​​Paisa Vasool, ​​Get Started in the Markets to advise the viewers on their investments.

He has​ done ​Money-Talk with RJ Chris on ​​RadioOne 94.3FM (Delhi) every weekday morning at 8 am for over 6 months. He writes columns for Mint Money, Business Standard, NDTV Property, Financial Planning Journal, & MoneyControl.com to name a few.

Prior to being a CFPCM, Amit was in the Information Technology space for 14 years specializing in consulting & relationship management, account management, delivery of cost-effective, complex, high-performance technology solutions in a globally distributed delivery environment. Amit has very strong relationship management, advisory and consulting skills. He is also a highly accomplished and results-driven management leader. He has a well-rounded background that supports any progressive organization built on culturally diverse and team-centered operating units with effective business processes. Having lived abroad in the US, UK, & Asia Pacific, he is now settled in Gurgaon (National Capital Region, India).

A financial planner assists clients in meeting their immediate financial demands as well as their long-term financial objectives. They guide customers via a structured procedure to help them make wise financial decisions so that they can achieve their life goals. Financial planners give suggestions to customers based on their expertise of personal finance, taxes, budgeting, Debt Management and investments, as well as analytical tools and data that can demonstrate probable results. Financial planners can provide general advise or specialise in areas such as tax planning, asset allocation, risk management, retirement, and estate planning.

Financial planners help customers with a wide range of issues, including investing and saving for retirement, as well as funding college or starting a new business and safeguarding capital. Individuals and families are among our clients, as are corporations that may require assistance in developing and implementing financial programmes (such as retirement plans) for the benefit of their employees. Book an Appointment