Brian David

About Brian David

Hi, I am Brian David - an entrepreneur, mentor, stock market investor, and educator.I have done an extensive study on personal finance and investment and learned from experts. Having tried and tested many strategies for 3 years, I’ve created a realistic process for achieving financial goals in less time.But how did I come about this?When I began my career, I was like any 21-year-old, waiting for my first paycheck to spend. However, I had no experience in personal finance and investing. I encountered challenges navigating office dynamics, which occasionally disrupted my ability to work with ease. Feeling constrained by my obligations, I found myself working for money. However, I knew deep down that I wanted Financial Freedom. My journey with Finance began with my motto, I want to be Time Rich AND Money Rich. It was during this period that I started to become MONEY WISE!I mentor working professionals to become MONEY WISE like me where they control their money and make smarter financial decisions.Mastering your money will help you;1. Systematically plan your finances2. Save more3. Gain confidence to Invest on your own4. Reach your financial goals fasterIf you are curious to know how to become MONEY WISE reach out to me at:c••••••@moneywisebrian.com

Experience

1. Independent Financial Advisor

   Bajaj Finserv

   Apr 2025 — Present · Mumbai, IN

   Code: IFA10••••04

Education

• Kishinchand Chellaram College of Arts Commerce and Science

  HSC board, Science

  2014 — 2016

• The Valuation School

  Equity Research | Advanced Valuation and Financial Modelling

• Campion School Mumbai

  ICSE Board

  2007 — 2014

• Sardar Patel College of Engineering (SPCE),Mumbai

  Bachelor of Technology, Mechanical Engineering

  2016 — 2020