196 1:1 calls for Finance & investments

Completing your education in Finance is is just a little baby step towards your career. The real struggle comes when you need to find a job that suits your skills, preferences and location. It may seem daunting at first but let me help you here by providing you the exact steps you need to take in order to find a job as a Finance Graduate. Book a call with me today and let\'s help you!

Ace your finance interview on the first attempt with expert guidance If you have an upcoming finance interview, this service is for you. Practice with someone who has been through over 20 finance interviews and understands what it takes to succeed. Here's how I can help: Simulate real interview scenarios: Experience mock interviews tailored to the specific role you're targeting—technical, behavioral, or case-based. Master the most commonly asked questions: Get familiar with frequently asked finance questions, including those on financial modeling, valuation, market trends, and situational problem-solving. Learn the tricks of the trade: Gain actionable tips, strategies, and insights to handle challenging questions with confidence and precision. Personalized feedback and improvement plan: Receive detailed feedback on your performance and a clear plan to refine your answers and approach. With this service, you'll walk into your interview prepared, confident, and ready to impress. Don’t leave your dream role to chance—let’s ensure you get it right the first time

I will help you with basics of personal finance and investing. I will also help you build a diversified portfolio which will help you to beat inflation

Are you struggling with any of the following? - Should I pursue CFA, CPA, MBA, or stick with CA? - How do I move from audit to FP&A or strategy? - I want to work in a startup—how do I make the switch? - I feel stuck in one vertical (tax, audit, etc.)—how do I diversify? - How do I get international exposure or jobs abroad? - Is industry or consulting better for long-term growth? - What’s the roadmap to becoming CFO in India? - I don’t know how to market my finance skills externally. - What are the highest-paying niches in finance? - How do I break into VC/PE roles from a corporate finance background? Book a session if you want personalized help, clear action plans, and real-life strategies to overcome these challenges.

Are you a student transitioning from engineering/sciences/law/ humanities to finance? I have made the jump before and will guide you!! Book the call now, its completely free, with no follow up charges!

After 16 years of working in finance, I've made enough mistakes to know a lot about what not to do. Connect with me and I'll talk you through my experiences and how those translate to your unique career path

Do you dream of financial freedom but struggle with complex plans and investment strategies? It's time to turn those dreams into reality. With over 21 years of rich experience with industry leaders like ICICI and Franklin Templeton, I'm here to help you achieve financial independence. I am a Certified Financial Planner (CFP) and MBA graduate from JBIMS, Mumbai. I am passionate about helping individuals like you craft tailored financial strategies that align with your unique aspirations. At Financial Radiance, my dedicated team and I offer personalized financial planning services, leveraging our extensive experience to guide over 350 families toward their financial goals. We have been helping our clients achieve financial freedom since Dec 2016. I am also author of 3 books: Retire On Your Terms Second Innings On Your Terms Purpose Beyond Paychecks All books are available on Amazon and other platforms. Here is the link to get an overview of all of them. amzn.to/4fIolEG With a focus on: Personalized Financial Strategies – We’ll work closely to curate a financial plan that perfectly fits your lifestyle and ambitions. Investment Insights – Leverage my extensive expertise in mutual funds and structured investments to build a robust portfolio. Risk Mitigation – Protect your wealth with effective term and health insurance solutions, ensuring your financial future is secure. Educational Empowerment – Learn how to manage your finances and make informed decisions for a stable, prosperous future. Imagine the peace of mind that comes with knowing your finances are in expert hands, leaving you free to focus on what you love. Be it planning your retirement, diversifying your investments, or mitigating risks; we can craft a strategy that puts you on the path to success. I’ve authored three insightful books available globally on Amazon, which guide you on maintaining a work-life balance, enjoying a fulfilling retirement, and living for purpose beyond paychecks. Connect with me for a comprehensive discussion. Let’s build a future where financial worries are a thing of the past, and your dreams are within reach. There are no charges for this session. However, investments need to be made through me to continue the association and ensure regular tracking and support. More details are available at www.financialradiance.com/disclosure. Invest in your future today. Reach out to me at [email protected] to discuss your personal financial journey. You can also set up the meeting at: https://calendly.com/financialradiance/review-meeting

Are you someone who is recently qualified CA/MBA and looking for career in Finance? Are you someone who is looking to shift from Big4 consulting to Industry ? Are you currently confused on what should be your short term and long term expected career trajectory in Finance ? Note: Please do not reach out to me to know anything specific about Amazon. I will not be able to share that on account of confidentiality reasons!! I will be able to guide you on what steps you should take in order to move forward in your career!! Book a call now!

Most of the students are confused when it comes to choosing the right career path in finance: ~Equity Research ~Investment Banking ~Private Equity ~Consultant ~Valuation Analyst ~Private Wealth ~Corporate Banker ~Portfolio Manager There are lot of options but confused which suits you best, don't worry, I'll help you to find the best for you. This 1:1 session is designed to give you clarity, direction, and a practical roadmap based on your interests, skills, and goals. Here’s what we’ll discuss 👇 Overview of major finance domains and what each role actually does Skills, certifications, and tools required for each path How to identify which domain fits your profile and interests Internship guidance and how to build relevant experience early The session is fully personalized - no time limits, we’ll continue until you’re clear and confident about your next step. Let’s design your Finance Career Roadmap together 💼✨

Let’s understand your current finance process and identify automation opportunities. Great for SMEs and finance teams using Excel/SAP/manual trackers.

Riwan is vermogensplanner met een brede ervaring in de financiële sector bij onder andere aandelenbroker DEGIRO. Vind je het lastig om een helder financieel pad te bewandelen? Wil je strategische inzichten om je financiële doelen te bereiken? Dan is mijn 60-minuten durende Finance Coaching sessie exact wat je nodig hebt. Wat ik voor je kan betekenen: Filosofische kwesties Hoe ziet jouw ideale toekomst eruit? Wat denk je daar nodig voor te hebben? Waarom wil je die toekomst bereiken? Financiele kwesties Hoe te beginnen met beleggen en welke assets zijn geschikt voor jou? Beheer van vastgoedportefeuille: Aanhouden/verkopen of vastgoed in het buitenland aanschaffen. Hoe financier je vastgoed? Optimaliseren van je fiscale situatie Vermogensplanning voor zowel zakelijke als privédoeleinden Met dit persoonlijke advies heb je een sparringpartner die met je meedenkt over het behalen van jouw unieke levensdoelen. Houd rekening met Het gesprek vindt digitaal plaats via Google Meet. Je het de mogelijkheid om het gesprek op te laten nemen. Deze opname wordt na afloop automatisch naar je gemaild. Deselecteer de checkbox op de volgende pagina als je dat niet wilt.

I can provide aspiring finance professionals with practical insights, tips and encouragement for navigating the competitive and dynamic landscape of the finance industry. I will be able to guide you on what steps you should take in order to move forward in your career in the Finance domain.

Assistance in identifying your personal finance challenges and provides solutions through effective budgeting techniques. We'll help you create and track your budget with a customized budget tracking sheet tailored to your financial goals. Take control of your finances with expert guidance and practical tools.

Have a finance, tax, or business query that doesn’t quite fit in a box? Let’s connect and discuss anything that needs my insights—be it a second opinion, a sounding board, or guidance. A nominal charge keeps it meaningful for both of us. Looking forward to connecting with purpose 🙌

Ready to level up your finance career? As a seasoned finance professional, I'm offering personalized guidance to help you develop the essential technical skills for success in the industry.

You can explore your supply-side finance and buy-side finance needs without the need of equity dilution or any collateral requirements. If you are startup with clear focus on user category and unit costings in place, we can explore the synergy mutually.

Education is the starting step towards the journey. Applying to right B-Schools with appropriate essay and resume is essential. Therefore, taking help from the best will keep you ahead of your peers. I assists students and professionals in B-School application, Consulting Jobs interview and preparation and help them in finance and risk concepts. Let's have a chat for a brighter tomorrow !

In this meeting, we will speak long enough to get insights of how your current income/expenditure/assets/liabilities look like, how will they look like in the foreseeable future , assess how much Corpus you would need by your desired retirement age and then how we can make a path to achieve the same while me and my team are there along side to ensure you achieve your ultimate goal. We will go through each and every investment vehicle (along with risk/return profiles, taxes and also the inter-comparisons like why MF over PMS/AIF/Direct Equity/Small Case etc?) and will make a plan suitable to your Risk appetite. Dynamic Investments (SIP or Lumpsum) basis timing of Sectoral rotations is key for enhanced returns. Also in your Retirement, insisting on Risk Managed SWP instead of Regular SWP is key to protect you against any Market shocks where there is a 40% probability that you might use up all your Retirement Funds whilst you are still alive in case of Regular SWP? Ad-hoc Financial Decision making in life are key moments where expert opinion is needed and hence again me and my team are always there along side to ensure you take the situational right decision every time. In the last but definitely with Priority, we ensure you are always Financially safeguarded by keeping enough Emergency Funds, have adequate Life Insurance to cover your immediate Required Corpus, have well covered Health Insurance so that your Investments are not disturbed and also will make sure to financially protect you for any other uncertainties in life.

Join me for an engaging and informative session on personal finance where we’ll explore practical strategies to help you take control of your money, set financial goals, and make smarter decisions for your future. Whether you're new to managing your finances or looking to fine-tune your financial strategy, this session will provide valuable insights on budgeting, saving, investing, and debt management. We’ll cover essential topics including: The fundamentals of budgeting and how to track your spending Building an emergency fund and understanding its importance Investment basics: stocks, bonds, and retirement accounts Strategies for managing and paying off debt effectively Tips for setting and achieving short- and long-term financial goals Our goal is to equip you with the knowledge and tools you need to navigate the world of personal finance with confidence. You'll leave this session with practical steps you can immediately implement to start building a secure financial future. Don’t miss out on this opportunity to take charge of your financial well-being!

I am not your typical social media noise-maker who lacks real knowledge, experience, and background in their advice. Join me in discovering if a career in finance is right for you and learn how to forge a successful path in this dynamic field. Dive into the world of finance with a highly credible global mentor. Boasting over 6 years of high-impact experience in Corporate Finance and Transaction Advisory, my journey has taken me across the globe, from the bustling markets of Asia to the financial hubs of Europe and the emerging landscapes of Africa. I graduated as the Best Student in the Full-Time MBA program at the Frankfurt School of Finance and Management, Germany’s #3 Business School. Additionally, I am a CFA Charterholder and a certified FRM. Outside my professional realm, I'm a content creator, producing data-driven videos for my Instagram channel @_thatfinanceguy. What do I offer? Global Perspective: Benefit from my extensive experience across diverse financial landscapes. Tailored Guidance: Whether you're considering a start in finance or looking to elevate your career, I provide personalized coaching that aligns with your goals. Practical Insights: Learn the intricacies of finance with real-world examples and data-driven insights. Career Planning: From building your financial case to strategizing your career path, I'm here to help you navigate the complexities of the finance world. ✅ Let's Build Your Financial Case Together

If you are someone who is in the Finance Ecosystem but are looking to shift or progress in your current role, you\'re at the right place. Given my experience in the industry I will be able to guide you on what steps you should take in order to move forward in your career in the Finance domain. Book a call now!

Land Your Dream Job in Finance with Ease Completing your education in Finance is just the beginning. The real challenge lies in finding the perfect job that aligns with your skills, preferences, and location. But don't worry, I'm here to guide you every step of the way! I'm a CFA Charterholder, an MBA Silver Medalist, and an engineer from some of the most esteemed institutes in the world, including IIFT Delhi and BITS Pilani. With extensive experience in the financial services industry, currently working with a top US Bank, I know exactly what it takes to secure rewarding positions in finance. Proven strategies from a top finance professional Step-by-step guidance tailored to your unique profile Tips on how to stand out in a competitive job market Expert advice on resume building, networking, and interview preparation Imagine having a roadmap to success, crafted by someone who has not only walked the path but excelled at every step. From winning multiple gold medals in national and international competitions to being one of India's 50 Most Employable MBA Graduates, my journey is a testament to what dedicated and focused mentorship can achieve. Now, I want to share my wealth of knowledge and experience with you. Book a consultation with me today, and let's embark on your journey to securing an amazing role in finance. Together, we will unlock your potential and make your career aspirations a reality. Your dream job in finance is just a call away!

Completing your education in Finance is is just a little baby step towards your career. The real struggle comes when you need to find a job that suits your skills, preferences and location. It may seem daunting at first but let me help you here by providing you the exact steps you need to take in "order" to find a job as a Finance Graduate. Book a call with me today and let's help you!

Completing your education in Finance is is just a little baby step towards your career. The real struggle comes when you need to find a job that suits your skills, preferences and location. It may seem daunting at first but let me help you here by providing you the exact steps you need to take in "order" to find a job as a Finance Graduate. Book a call with me today and let's help you!