Meet Veena Malgonkar, a Certified Financial Planner (CFP) by profession and the lady with passion in her work and strong purpose as her guiding light, the one who has continuously helped many individuals live an empowered life through financial counseling and services.
An MBA from Symbosis institute of management, Veena has always believed in continuous up-gradation of self so that her clients could receive the best financial solutions possible.
She has completed her AMFI Mutual fund (Advisors)
Module, IRDA Life Insurance Module, Capital Markets (Dealer) Module, Derivatives & commodities modules and most importantly, Veena is a certified Financial Planner.
Veena is committed to upgrading her knowledge of the financial services industry constantly. And believes in maintaining the trust of her clients by engaging in full disclosure and accuracy. For Veena, establishing life long relationships is what matters the most. |