Prashant Goyal
Founding Director & CEO @Swadhyaay Imf Pvt. Ltd
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WORK HISTORY
Founding Director & CEO @Swadhyaay Imf Pvt. Ltd
Gurugram, IN
Founded Swadhyaay with a mission to simplify finance and take investments of clients from \"Money to Wealth\"Advised 200+ clients across investments, insurance, retirement, and estate planning.Championed an ethics-first, education-driven approach to financial advisory.Designed comprehensive financial solutions including tax and portfolio management.Conducted financial literacy workshops for individuals, corporates & families.Guided families with children with special needs through sensitive financial planning and insurance solutions.Provided range of financial services and solutions suited to risk appetite of all clients. Built Swadhyaay into a trusted brand with strong client relationships & reviews.
ABOUT PRASHANT GOYAL
A student and teacher of Finance, I am a certified Investment Advisor, and passionate…
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