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  1. Home
  2. Find a speaker
  3. Sanchit Taksali
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Sanchit Taksali

CFP
ID/Head - Wealth Management
Kedia Capital Services Pvt. Ltd.
Country or state 
India
Available to 
Global
City 
Jaipur
Fee 
Ask for pricing
Languages 
English,
Hindi,
...
Volunteer
Yes

Personal Details

Bio

Helping you to achieve F.I.R.E (Financial Independence, Retire Early)

Affectionate person with the zeal of learning the nub of financial world.

Journey started out at the age of 14 years with a High School Degree in Financial Market Management & NSE Academy Certified Market Professional (NCMP Level - 1). He holds MBA in Finance from Birla Institute of Technology (BIT), Mesra and a Certified Financial Planner (CFP) from FPSB Ltd, US. With over a decade of working experience in the Financial Markets, he has covered 50000+ individuals through IAPs, Coaching & Roadshows.

He has rich experiences in various fields of Finance which includes Financial Modelling, Equity Research (both Technically and Fundamentally), Compliance, Investment Advisory, etc.

Currently, providing Financial Roadmap to the Investors (like HNIs, UHNWI, Individuals/Group of Individuals, Family Offices, etc.) while indulging himself into the Fintech, Digital Marketing, Financial Research & other related new Initiatives towards the changing Financial Industry & Technology.

With a belief that life is like a challenge of learnings and enjoying work where you can either be a leader or a teacher.

To know more about the kind of challenges he is looking for, then feel free to share your opportunities with him at

sanchit.taksali@gmail.com

or

if you want someone to handle all Finance Related issues for your dependents, then mail me at

trade.investitur@gmail.com

Current position (2)

ID/Head - Wealth Management

Kedia Capital Services Pvt. Ltd.

Virtual Paraplanner

Investiture

Degrees (1)
Master's in Business Administration
Birla Institute of Technology, Mesra
2012 to 2014

Presentations

Presentations (1)
Mutual Fund Sahi Hai

In this session,
I covered out
What is a Mutual Funds?
How investing in a Mutual fund help in achieving Financial Goals?
What to Look out before investing in a Mutual Funds?
What Risk & Reward one can expect from Mutual Funds?

  • All (1)
  • Videos
  • Photos
  • Slides (1)
This speaker hasn't uploaded any videos yet.
This speaker hasn't uploaded any photos yet.
Ride to the Value Stocks - Investing.com India
This speaker hasn't uploaded any one sheet yet.
This speaker hasn't uploaded any press information yet.

Books & Articles (4)

5 Indian Stocks With Long-Term Benefits for Investors
Khabri App Enables Busy Users to Access News More Easily
A financial planner can help you attain financial freedom
Tax saving checklist before filing ITR for AY 2018-19

Expertise (24)

Education
Leadership
Skills & Trades
Business
Financial Services Choosing a Financial Professional Financial Planning Investments Stock Market Insurance Tax Planning Retirement Planning Banking and Finance Consumer Financial Education Behavioral Finance Financial Advising building wealth Wealth Management Personal Finance & Investing Personal Finance for Young Adults Financial Education Goal based investing Empowering Financial Freedom Financial Coach
Recommendations
Why choose me? 

Help you to achieve F.I.R.E (Financial Independence, Retire Early)

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