Sahil Mathur

Background

About Sahil Mathur

I am a Portfolio Manager at Investment Point and a Certified Financial Planner (CFP) at FPSB Ltd- India, where I manage finances for both individual and corporate clients. With a Bachelor of Commerce degree from St. Xavier's College and multiple certifications in finance, including the NISM and the CFP, I have a strong educational background and professional credentials in the field of wealth management. My core competencies include risk analysis, retirement planning, tax planning, estate planning, and investment planning. I have completed four modules in these areas, demonstrating my knowledge and skills. I also create customized portfolios for clients, based on their risk profiles, preferences, and objectives, and provide financial education and guidance. I am passionate about helping clients achieve their financial goals and security, and I work collaboratively with my colleagues and partners to deliver excellence, innovation, and customer satisfaction.