Nita Menezes
Professor of Practice @Sanjivani Group Of Institutes
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WORK HISTORY
Professor of Practice @Sanjivani Group Of Institutes
Maharashtra, IN
EDUCATION
FPSB INDIA
Certified Financial Planner, Financial Planning
National Institute of Securities Markets (NISM)
AMFI-Mutual Fund (Advisors) Module, Mutual Funds
Image Consulting Business Institute
Business Partner Program in Image Consulting and Soft Skills Training, Image Consulting & Soft Skills Trainer
Indian Institute of Management Bangalore
Women Startup Program, Entrepreneurship/Entrepreneurial Studies
Insurance Institute of India
Fellow of the Insurance Institute of India (Life Branch), Life Insurance
Mithibai College of Arts Chauhan Institute of Science and A.J. College of Commerce and Economics
Bachelor of Science, Zoology
Plus Point Computer Centre
Diploma Certificate, Computer
SKILLS
ABOUT NITA MENEZES
Most high-earning professionals in India have built remarkable careers.And almost none of them have a real financial plan.After 30 years and over client conversations - with surgeons, business owners, celebrities, and senior professionals - I\'ve seen the same pattern repeat itself: Income grows, but wealth doesn\'t. Taxes eat quietly. Insurance is wrong-sized. Retirement is a vague future problem. And the people who should know better… often don\'t.That\'s not a knowledge problem. It\'s a guidance problem.What I do:I am a CFP and Fellow in Life Insurance with three decades of practice in Mumbai. I work with HNI\'s, business owners, surgeons, and women professionals who want to stop leaving money on the table - and start building wealth that actually lasts.Through Financially Smart, I offer:Strategic wealth planning - investments, retirement, tax efficiency, insuranceOne-on-one financial mentorshipCorporate workshops and keynotesNucleus - an exclusive cohort for women professionals aged 35- 60 who are ready to take complete ownership of their financial futureWhy women, specifically:The most financially overlooked professionals I\'ve met aren\'t struggling - they\'re thriving. Doctors, lawyers, founders, senior executives who\'ve spent decades building careers while quietly outsourcing every financial decision.My book Be Financially Smart - The Modern Woman\'s Guide to Money (Westland Books) was written for them. Nucleus was built for them - because financial empowerment means finally being in the room where your own money decisions are made.(My next book - for young adults - is coming soon.)Beyond advisory:I serve as National President of the WICCI Financial Literacy & Management Council.Who I work best with: HNI\'s and business owners who want a second opinion - or a first real plan Surgeons and senior professionals who\'ve been too busy to get this right Women professionals 35-60 who are ready to stop delegating their financial future Organisations that want to move the needle on employee financial wellnessLet\'s talk:If this resonates, I\'d love a focused 15-minute conversation. Book a discovery call via the link above DM me directly n••••••••@financiallysmart.inFinancial clarity isn\'t a luxury. It\'s the foundation everything else is built on.
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