Nandani Mehta
Financial Planner @1 Club
Mumbai, MH, IN
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Sep 2024 — Present
Financial Planner @1 Club
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Mumbai, IN
Providing personalized financial planning and handholding to clients, offering tailored advice to achieve their financial goals. Leading comprehensive financial planning strategies, including investment planning, tax planning, goal-based planning, and risk management. Managing a portfolio of 40+ individual clients
EDUCATION
2018 — 2019
St. Paul's Convent Sr. Sec. School, Ujjain
CBSE CLASS 10th
2019 — 2021
St. Paul's Convent Sr. Sec. School, Ujjain
CBSE CLASS 12th
2021 — 2024
Mithibai College of Arts Chauhan Institute of Science and A.J. College of Commerce and Economics
SGPA- 9
ABOUT NANDANI MEHTA
Nandani simplifies finance, dedicated to promoting financial literacy & creating engaging…
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