Services
Video meeting . 30 mins
Video meeting . 45 mins
Video meeting . 30 mins
Video meeting . 60 mins
Video meeting . 60 mins
Video meeting . 60 mins
Video meeting . 60 mins
Video meeting . 30 mins
Video meeting . 60 mins
Video meeting . 30 mins
Video meeting . 45 mins
Video meeting . 30 mins
Video meeting . 60 mins
Video meeting . 60 mins
Video meeting . 60 mins
Priority DM . 3 days reply
About me
I, Raminder Singh Chadha (Bobby), am a Certified Financial Planner (CFP)– the gold standard in the financial planning industry. This coupled with a PGDM in Banking & Insurance, Licentiate & Associate from Insurance Institute of India, LUTCF (USA), gives me a strong background and knowledge of finance.
I have a rich experience of 19 years in the finance industry. Having done corporate seminars in esteemed corporates like Indian Oil, Sony Tv, UTV, Nissan Motors, Morgan Stanley and many more. Various topics like Money Management, Retirement Planning & Financial Planning. Meeting people from all walks of life has provided me with deep insights into the psychology of people and the way they deal with money. I have helped many top-level professionals including doctors, lawyers, entrepreneurs who in spite of earning very well had been facing complex financial situations because earning money is important but learning to manage it the right way is even more important.
I have used this knowledge to better my practice and training programs so everyone from a beginner to a person with good financial knowledge can benefit from it. Good communication skills and an easy connect with people has helped me get excellent feedback on my Training session. I formulate my sessions in such a way that it even makes sense to someone without a finance background. I am extremely passionate about training and educating people on finance. I have trained more than 1000 Students including financial professionals for the CFP degree.
I have strong work ethics and totally respect the work culture and confidentiality of my clients.
Given my knowledge, skills and experience, I would appreciate an opportunity to deliver an inspiring and empowering session on financial well-being to your esteemed work force.