Vivek B.
CFP | Behavioural Investment Enthusiast | Investment and Insurance advisor | Investment Speaker
- Role
- Financial Advisor at Vikalpa Finvest
- Location
- Pune District, MH, IN
- LinkedIn followers
- 500 followers
About Vivek B.
Hello, I am Vivek Barchha, a Certified Financial Planner (CFP) with a passion for behavioural investment. As an investment and insurance advisor, I am committed to helping my clients achieve their financial goals through personalized advice and guidance.With years of experience in the financial industry and a focus on behavioural investment, I bring a unique perspective to every client interaction. By understanding the psychology behind investment decisions, I can help my clients navigate market volatility with confidence and build wealth over the long term.As an investment speaker, I also enjoy sharing my knowledge and expertise with others, helping to educate and inspire individuals and businesses to make informed financial decisions.If you\'re looking for a trusted advisor to help you achieve your financial goals, please don\'t hesitate to reach out. I am here to support you every step of the way.
Experience
Financial Advisor
Jan 2018 — Present
Education
IMI Kolkata
Post Graduate Certificate in Financial Markets, Finance and Financial Management Services
Ahmedabad University
Bachelor of Commerce - BCom, Business Administration and Management, General
BK Birla Centre For Education
General
2013 — 2018
FLAME University
Master of Business Administration - MBA, Finance, General
The Rajkumar College - India
Middle School Diploma, General Studies
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