Anisha Lohia

Project Lead at Equalifi | Independant Portfolio Manager| Ex HDFC Life | Ex Tata Capital | Ex EY

Role: Project Lead at Equalifi
Location: Mumbai, IN
LinkedIn followers: 500 followers

About Anisha Lohia

Passionate to develop financial solutions Specialties: Wealth Management, Financial Planning, Tax consultancy, Estate & Succession Planning, Research and advisory in financial strategies and behaviour.

Experience

Project Lead
Equalifi
Mar 2025 — Present · Mumbai, IN

Education

H. R. College of Commerce & Economics, Mumbai
Bachelor of Commerce
2003 — 2006
Financial Planning Standards Board India
Certified Financial Planner Certification
2009 — 2009
K C Law College (Mumbai)
L.L.B
2009 — 2012
St. Joseph's High School
Matriculation

Contact information

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Work email
•••••@equalifi.org
Personal email
•••••@•••••.com
Direct dial
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Current company

Equalifi

Education · 23 employees · Founded 2012 · Mumbai, India

Equalifi is globally recognized education and membership organization for finance professionals. Equalifi primarily focuses on the broad and strategic role of developing a more robust and forward-looking training infrastructure for the financial services sector and to promote more active industry involvement and collaboration in training and continuing education. Equalifi is offering advanced international certification programs along with a wide variety of high-quality executive education programs. Equalifi programs combine state-of-the-art knowledge and skills with practical experience and insights into the functioning of the financial sector. All Equalifi courses and educational events have an intense and pragmatic curriculum. Participants are exposed to the latest developments within the financial services sector. Equalifi plays a key role in guiding the development of the financial services sector. Equalifi works with key industry participants’ viz. the Government, the Regulators, the Industries/Associations, the Corporate, the Media and the General Public to achieve its objectives. Besides enhancing technical competence and professionalism in the industry, Equalifi organizes events and facilitates discussions to promote best practices in leadership and talent development in the financial sector with an aim to become a global center of excellence for financial education.

equalifi.org

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About Anisha Lohia

Experience

Project Lead

Education

H. R. College of Commerce & Economics, Mumbai

Financial Planning Standards Board India

K C Law College (Mumbai)

St. Joseph's High School

Find verified contacts for anyone on LinkedIn