Author Karishma Jain


Miss Karishma Jain is Post Graduate in Advanced Financial Planning from International College of Financial Planning and Certified Financial Planner (CFP), by clearing all six financial planning modules from Financial Planning Standard Boards, India (FPSB) affiliated with FPA, Australia. She has also cleared Intermediate Professional Competency Course (IPCC) in Chartered Accountant from ICAI, India. She has two years experience in Welcon Financials Pvt. Ltd. as Financial Planning Manager and Area Manager- Northern Region, India. She has an expertise in advising, executing and managing portfolio within carefully designed process framework in order to build and preserve wealth of clients.