MANNUVAL XAVIER CFP CM

Financial Planner , Sinhasi consultancy, Bangalore.

BSc Botany , MBA, CFP CM

Experience

8 years experience in financial industry

NRI banking

Insurance

Financial Planning

BIGGEST ACHIEVEMENT

Clearing CFP final Examination in 1st attempt with 2 hrs 45 minutes .

My journey

BSc CFPCM

Why I decided to become a CFP?

The financial institutions India giving correct guidance to the client?

Are we buying correct financial products for our self?

Being a banker am I doing justice to my clients ?

Should I continue being the same ?

How I met Keyur Sir

The magic of 5 step process

Understating the basics of financial products and fin Understating the j basics of financial products and financial planning.

Role of Keyur Shah making me a CFP

Cleared CFP final examination in 1st attempt with 2 hrs 45 minutes . What helped me to Do

this.

BENEFIT S

Biggest benefit

The biggest benefit of being a CFP is bringing financial discipline to

your personal life.

CFP is big door towards huge career.

PROFESSORIALLY NOW I AM MANAGING PORTFOLIOS OF

SOME OF THE BIGGEST NAMES IN INDIA

[MD’S CFO’S AND OTHER ULTRA HNI’S]

ONLY BECAUSE I AM CFP.

A BIG THANKS TO KEYUR SIR, FOR ALL THE SUPPORT

HE HAS GIVE ME TO BECOME CFP.

Thank you