Pooja Patel, CFP®

Co-Founder

Bhavnagar, Gujarat, India6 yrs 2 mos experience

Highly Stable

Key Highlights

Guided over 5,000 individuals in financial planning.
Featured in prominent publications like Mint and Entrepreneur of India.
Built a strong online presence with 450K+ Instagram followers.

Stackforce AI infers this person is a Fintech expert specializing in wealth management and financial advisory.

Contact

Skills

Core Skills

Financial PlanningWealth Management Services

Other Skills

Retirement PlanningClient RelationsInvestment Advisory ServicesCustomer Relationship Management (CRM)Interpersonal SkillsTeamworkFinancial ServicesInvestmentsMutual FundsPortfolio ManagementInsuranceTax PlanningEstate Planning

About

CFP® | NISM Research Analyst | 6+ Yrs in Personal Finance | Featured in Mint, Femina, UAE Magazine, Entrepreneur of India I help simplify money for India’s growing middle class, goal-based financial planning. With 6+ years of experience in wealth management and investment planning, I bring both research depth and relatable guidance. As a Certified Financial Planner, I’ve guided 5,000+ individuals toward smarter financial decisions—through 1:1 sessions, workshops, and content viewed by millions.

Experience

Myfundsip

Founder

Jan 2020 – Present · 6 yrs 2 mos · Gujarat, India

As a founder of MyFundSIP, our aim to make people more and more aware about taking a first step towards their investing journey.
Right from the personal guidance till the tracking of the investments will be available on MyFundSIP.

Financial PlanningRetirement PlanningWealth Management Services