Lehru Goswami CFP — CEO

I am an MBA in Finance & Marketing and a Certified Financial Planner (CFP) with over 10 years of experience across the banking and insurance sectors, specializing in financial advisory, wealth management, and client relationship development. My expertise is supported by multiple certifications from the National Institute of Securities Markets (NISM), including Investment Adviser (Level 1), Equity Derivatives, Portfolio Management Services (PMS), and Securities Intermediaries Foundation. These credentials have strengthened my understanding of financial markets, regulatory frameworks, and investment products. Over the years, I have developed a strong ability to understand client needs, design customized financial solutions, and drive business growth through effective advisory and sales strategies. In addition to my core finance background, I bring hands-on experience in Digital Marketing and Performance Marketing. I leverage data-driven campaigns, lead generation strategies, and online platforms to enhance client acquisition, engagement, and business scalability—bridging the gap between finance and modern digital growth. I am also skilled in Financial Modelling, enabling me to evaluate investment opportunities, perform valuations, and support strategic decision-making with analytical precision. With a unique combination of finance expertise, market knowledge, and digital growth skills, I aim to deliver impactful solutions in wealth management, investment advisory, and financial services.

Stackforce AI infers this person is a Fintech professional with strong expertise in wealth management and digital marketing.

Location: Mumbai, Maharashtra, India

Experience: 7 yrs 5 mos