Neeraj Chauhan, CFP

CEO

Delhi, India35 yrs 10 mos experience
Highly Stable

Key Highlights

  • 33+ years of experience in personal finance
  • First Indian speaker on MDRT main platform
  • Contributed to major media platforms
Stackforce AI infers this person is a seasoned financial services expert specializing in personal finance and investment advisory.

Contact

Skills

Core Skills

Financial PlanningInvestment Advisory

Other Skills

Financial ServicesInsuranceFinancial CoachingPublic SpeakingInvestmentsPersonal FinanceRetirement PlanningWealth ManagementInsurance PlanningStrategic Financial PlanningHealth InsuranceFinancial PlannersIPOBloombergPortfolio Management

About

A Certified Financial Planner (CFP), speaker, writer and Personal finance Professional with over 33 years of experience guiding individuals and families toward financial freedom. As the CEO and Founder of The Financial Mall, I’ve helped thousands of clients across all life stages with intelligent, ethical, and goal-based investing. Our mission is simple: make wealth creation accessible, structured, and values-driven. I regularly share financial insights through media platforms like Times of India, Mint, ET Wealth, ZEE Business, Doordarshan and NDTV Profit. I have delivered 100+ sessions at corporates, universities, and professional bodies across India. I was the first Indian speaker on the MDRT main platform (USA, 2017), and I continue to contribute as a leader and mentor within professional communities. I believe in simplifying finance through education, empathy, and disciplined action, blending traditional Indian values with modern financial wisdom. Whether it’s wealth creation, legacy planning, or financial literacy, I’m here to help people make money decisions that matter. Let’s connect.

Experience

The financial mall

CEO

Jun 1990Present · 35 yrs 10 mos · New Delhi Area, India

  • As the CEO of The Financial Mall, I’ve built a client-centric model rooted in integrity, innovation, and disciplined investing. We’ve developed an integrated transaction platform enabling clients to manage investments, plan for financial milestones, and evaluate current and future financial decisions. We aim to deliver innovative tools and trusted advice that foster economic independence and informed choices.
  • Over the years, I’ve honed my personal finance, investment management, and risk advisory expertise, backed by my CFP certification. I strongly believe in simplifying the complex, translating jargon into actionable insights that help clients build secure, purpose-driven financial futures.
Financial ServicesInsuranceFinancial CoachingPublic SpeakingFinancial PlanningInvestments+21

Education

Delhi University

Bachelor of Commerce (B.Com.) — Finance and Financial Management Services

Jan 1990Jan 1993

Chitkara University

Master of Business Administration - MBA

International College Of Financial Planning

CFP — Financial Planning and Services

Stackforce found 100+ more professionals with Financial Planning & Investment Advisory

Explore similar profiles based on matching skills and experience