Varad Kulkarni
Client Manager at MFA Wealth | Certified Financial Planner (CFP) | Corporate Training
- Role
- Client Manager at Happyness Factory
- Location
- Mumbai, MH, IN
- LinkedIn followers
- 500 followers
About Varad Kulkarni
Experienced & Passionate Professional with over 3 years demonstrated history of working in the Financial Services Industry. I work closely with High Net Worth Individuals including Corporate Executives, Business Owners & help them make smart and informed decisions about their money and enable them to achieve their Life goals. Currently, working as a Financial Coach at Happyness Factory, a distinguished global investment management firm known for its specialization in goal-based investments. Our core mission is to make a meaningful contribution to the lives of our clients by taking care of their money like we take care of our parent\'s money. With a focus on building and maintaining strong client relationships, I excel at understanding their unique needs and delivering personalized financial services. In addition to managing my clients, I am passionate about financial literacy and have created engaging content such as videos, articles, comic books, financial literacy games, case studies and webinars to empower individuals with the knowledge to make informed financial decisions. Looking to invest the right way by following a proven system? Let\'s connect and explore how we can work together towards your financial success!
Experience
Client Manager
Apr 2024 — Present · Mumbai, IN
As a Financial Coach, I help clients achieve their financial goals and personal aspirations by comprehensive goal-based investing and proper risk management. My role is purely about simplifying the investment world for investors, avoiding jargons and unnecessary fads and finally, take away the headache of financial planning for them so they can live a HappyRich life with peace of mind and control over their finances.
Education
SB High School, Sambhajinagar
HSC
2012 — 2014
Birla Institute of Technology and Science, Pilani
Master of Science
2014 — 2021
SBOA Public School, Sambhajinagar
SSC
2011 — 2012
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