CERTIFIED FINANCIAL PLANNER CM Hina Shah holds certification from Financial Planning Standards Board India.
She has 16 years of experience in Financial Planning and has a broad base of clients in Mumbai. across India and Out of India.
She is associated with many organization for distribution of various financial products.
She has done Masters in Science from Mumbai University.
Before practicing as CERTIFIED FINANCIAL PLANNER she has worked in Max Life Insurance Co. Ltd. as a IFA for 16 years where she was directly involved in financial planning and investment recommendation to the clients. She is Mainly help client to implement the solution given by Planner
She has an in-depth knowledge of financial markets and has a passion for educating and helping in implementing solutions to clients for a sound long-term strategy for achieving various financial goals like Risk Management of an individual, Children’s education Planning, Retirement Planning, Estate Planning , Life Planning etc.
Her investing expertise includes Equities, Mutual Funds, Real Estate, Debt Investment products.
she is working passionately for creating awareness about financial planning in housewives and working young women. Taken many financial literacy workshop along with “Be-Artsy” and sponsorship of NSE etc.
She has done her Life Planning Certification from George Kinder who is considered as Father of Life Planning.
She is Qualified Holistic Life coach . She has taken her certification training from Alan cohen Founder and master Coach of Foundation for Holistic Life coaching and author of many books like “dragon doesn’t live here anymore”, “A course in miracles made easy ” Spirit Means Business” ” Relax into wealth”” are you happy as your dog?” and many more New York times best selling books. She is providing life coaching services to everyone from young adult, men and women from all walks of life.