Mayuri Choube
Aspiring Certified Financial Planner
- Role
- Financial Advisor at Ladder7 Wealth Planners
- Location
- Mumbai, MH, IN
- LinkedIn followers
- 500 followers
About Mayuri Choube
Dedicated finance professional with a robust background in audit and tax, currently progressing toward the Certified Financial Planner (CFP) designation. I have developed technical proficiency in financial modeling, business valuation, and credit management. My CFP journey includes successful completion of Investment Planning Specialist, Risk & Estate Planning modules, Retirement & Tax Planning Specialist which have strengthened my expertise in personalized financial analysis, risk evaluation, and long-term wealth strategies. Recognized for analytical thinking and advanced Excel skills, I deliver practical advice with a client-centric approach. Seeking to contribute my financial planning knowledge, integrity, and professionalism in a growth-focused advisory environment where I can help clients achieve lifelong financial security.
Experience
Financial Advisor
Dec 2025 — Present · Navi Mumbai, IN
Learned mutual fund strategies and conducted portfolio reviews to assess client investments and risk profiles-Drafted cash flow statements for clients aligned with their financial goals, supporting personalized planning-Assisted in compliance procedures, including policy documentation and obtaining certificates for regulatory adherence.
Education
Amravati University
Bachelor of Commerce - BCom, Business/Commerce, General
Financial Planning Standards Board (FPSB)
CFP, Certified Financial Planner, Finance and Financial Management Services
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