Experienced Financial Professional Proficient in accounting and finance with a background as a CFO, I transitioned to financial planning in 2011. I am a Certified Financial Planner and a Registered Life Planner with the Kinder Institute of Life Planning USA. Passionate Wealth Creator As an AMFI certified Mutual Fund distributor, I am dedicated to helping individuals and families achieve their financial goals and build lasting wealth. Mission My mission is to empower clients with personalized financial strategies that lead to financial independence and a fulfilling life. Contact Me Mobile: 9820989864 Email: yogitadand@hotmail.com Let's connect and explore how I can help you on your financial journey!