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Ideal Financial Advisor

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, & 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).

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