Nipun takes the time to understand one's goals, explain options, and create a clear, realistic plan for the retirement. His advice is generally practical, transparent, and tailored just the right fit. What stands out most is his genuine passion for the work.
chhavi gupta
Pinned
We had a great discussion about tax planning, financial planning, and investments. He is very knowledgeable and insightful.
Hrishikesh Roy
Pinned
Nipun provided excellent financial guidance, offering personalized advice. Unlike many other influencers who often have vested interests, Nipun's recommendations seemed genuinely focused on my needs, addressing all my questions and providing valuable insights. Highly recommended for unbiased financial guidance!"
Geetika Gupta
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I had two sessions with Nipun for my MF portfolio review and they were fantastic. His expertise and tailored advise gave me a clear roadmap. He explained complex concepts in an accessible way, leaving me feeling confident and empowered. I highly recommend his sessions for anyone seeking practical financial guidance.
RUSHIKESH ANIL SURYAWANSHI
Pinned
Great Session with Nipun, Learned a lot about how should I plan for my taxes and investments.
Hello Mates!!
Building wealth from a regular 9 to 5 job is difficult, however not impossible. It’s a famous saying, don’t just work for money, let your money also work for you! But how do we do it? By managing it, doing essential planning, and investing it in the right manner! Did our schools ever teach this? Well…You know the answer!
So here I am! Your Finvestomate - to spread awareness & upskill people on personal wealth and money management. Money plays an important role in our lives, and we can only value it once we start managing it on our own!
My name is Nipun Bhatia, a Mechanical Engineer and an MBA from IMI, New Delhi , where I studied 'Wealth Management' & 'Financial Planning' in detail.
I have been doing Financial Planning for my friends & family since then and have seen their money accumulating slowly & growing steadily at a good return.
Not only this, I have been giving webinars on regular basis, where I am getting 4.75 rating (out of 5) in terms of content, delivery and making the concepts easy to understand!
Looking forward to Interact with you!
Warm regards,
Nipun Bhatia
#finvestomate #personalfinance #wealthmanagement #education
