Kishan Moraniya
Financial Planner at Proficient Financial Planners
Based in Mumbai, India
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Seniority
Staff
Department
Finance & Accounting
Location
Mumbai
Industry
Financial Services
Company size
3
Contact information
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k•••••••@proficientplanners.in
Phone
5 credits+91 ••• •••• ••••
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Background
About Kishan Moraniya
A financial professional with 7+ years of experience in the financial services industry. Skilled in creating personalized financial plans, analysing investments and insurance products, providing the right financial advice, and providing financial education. Certified Financial Planner (CFP) with deep knowledge of financial market and products, insurance, taxation, and debt management.Passionate to empower individuals through financial education, training, and personalized coaching. Presently seeking opportunities in financial education, knowledge platforms, or coaching roles to drive financial awareness and literacy.
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