Mikhail Gonsalves
Retirement Planner @Fidelity Investments
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WORK HISTORY
Retirement Planner @Fidelity Investments
Merrimack, NH, US
I help 401(k) participants make confident financial decisions through personalized retirement planning and consultative support. I engage with both active and inactive participants to introduce them to available services and guide them through their retirement options. I build strong client relationships while assisting with planning and service needs, providing guidance on topics such as plan enrollments, distribution options, account consolidation, investment strategies, and retirement readiness. By leveraging digital tools and planning resources, I deliver tailored recommendations that align with each participant’s long-term investment goals.
EDUCATION
University of Mumbai
Bachelor of Commerce - Financial Markets
Brandeis School of Business and Economics
Master of Science, Finance
ABOUT MIKHAIL GONSALVES
I am a passionate stock market investor. Having started my investing journey at the age of 16, I have made tons of mistakes, learned from them, and for 4 years, I led Finomenal, a bootstrapped company which aimed at solving financial literacy issues in India. At Finomenal, I participated in major aspects of business development from market research and product development to marketing and operations, ensuring the company’s vision was followed. Our team’s efforts resulted in imparting financial literacy to over Indians across the country from various walks of life. A passion of improving financial inclusion and financial literacy in India, led me to establish Poonji Krisha Education learning foundation, a non-profit company which aimed at serving certain marginalized communities, including farmers, transgender individuals, and acid attack survivors, to enhance their financial inclusionAfter a successful stint at Finomenal, where I maintain a minority stake, I relocated to the United States to pursue my Master of Finance at Brandeis School of Business and Economics.I currently work at Fidelity Investments as a Retirement Planner.
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