Kishan Moraniya
Financial Planner | Insurance Licentiate | Client Relations | Advisory | Personal Finance Enthusiast
- Role
- Financial Planner at Proficient Financial Planners
- Location
- Mumbai, IN
- LinkedIn followers
- 500 followers
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.
Experience
Financial Planner
Aug 2017 — Present · Thane, IN
Education
University of Mumbai
Bachelor's degree
2013 — 2016
University of Mumbai
Master's degree
2020 — 2022
Financial Planning Standard Boards Ltd.
Certified Financial Planner
2017 — 2018
National Institute of Securities Markets (NISM)
Investment Adviser
2023 — 2024
Insurance Institute of India
Licentiate degree
2018
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