Neha Nagar

CEO

Noida, Uttar Pradesh, India7 yrs 11 mos experience
Most Likely To SwitchHighly Stable

Key Highlights

  • Featured on Forbes Cover 2022
  • National Award from Ministry of Culture
  • Launched India's first couple finance course
Stackforce AI infers this person is a Fintech leader with expertise in financial education and wealth management.

Contact

Skills

Core Skills

Financial PlanningTaxationWealth ManagementClient Relations

Other Skills

IncorporationAnnual compliancesAccounting & documentationGovernment registrations & filingsCorporate FinancePrivate BankingAsset ManagementNew Business DevelopmentMicrosoft OfficeCustomer ServiceManagementMicrosoft ExcelMicrosoft WordLeadershipPowerPoint

About

Hi, I’m Neha Nagar, a finance educator, helping you master your money! I break down complex financial concepts in a simple and filmy way. I’m one of the first finfluencers in India, started creating content in 2020. And today, we’re 5M+ strong community across platforms. These are some of my proudest achievements: • Ft. on Forbes Cover 2022. • National Award (Cultural ambassador by the Ministry of Culture). • Hurun India “Most followed woman finance influencer.” • UNICEF + Ministry of Women & Child development Speaker. • Ft. on CNBC, ET, ZEE, NDTV, YourStory, Josh Talks, Tedx Talks. But before becoming a creator, I worked in the finance industry for 8 years. I was a wealth relationship manager at IIFL Securities, with a clientele of HNIs & UHNIs. Closing a deal worth ₹1Cr within few months of joining would be my biggest win there! In 2019, after doing multiple jobs & internships in finance, I started Taxationhelp.in. A technology-driven platform, offering services that cover the legal and taxation needs of startups and businesses. I started content creation during lockdown and became first finance influencer in short video content from Tiktok days. In 2024, I launched India’s first couple finance course “Master Your Money with Honey.” We’ve helped thousands of couples take charge of their money since then. No matter your goal - better money habits, financial independence, retirement planning or taxation - follow along, we’ll learn it all, one step at a time!

Experience

Taxationhelp.in

Chief Executive Officer

May 2019Present · 6 yrs 10 mos · Noida, Uttar Pradesh, India

  • Taxationhelp.in is a tech platform, offering services that cover the legal needs of startups and businesses.
  • Some of our services include:
  • Incorporation
  • Annual compliances
  • Accounting & documentation
  • Government registrations & filings
  • In addition, we offer a wide range of services to individuals, such as property agreements and tax filings.
IncorporationAnnual compliancesAccounting & documentationGovernment registrations & filingsFinancial PlanningTaxation

Iifl (india infoline group)

Relationship Manager

Apr 2018Apr 2019 · 1 yr · New Delhi Area, India

  • Wealth Management for HNIs. (High Net worth Individuals)
Corporate FinancePrivate BankingWealth ManagementClient Relations

Policybazaar.com

Finance Intern

Jun 2017Jul 2017 · 1 mo · Gurgaon, India

  • Accounts and Finance

Education

Guru Gobind Singh Indraprastha University

Master of Business Administration (MBA)

Jan 2016Jan 2018

Delhi University

Bachelor of Commerce (B.Com.) — account

Jan 2011Feb 2014

Delhi Public School Ghaziabad

Business/Commerce — General

Jun 2011Present

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