Amol Erkar
Navi Mumbai
Summary
Certified Financial Planner (CFP) with over 9 years of experience in personal financial planning and wealth management. Expertise in developing customized financial strategies that align with client goals and enhance wealth. Strong background in financial analysis, investment advisory, and retirement planning, with a proven ability to communicate complex concepts effectively. Aiming to apply extensive advisory skills in a Senior Financial Advisor position to drive client success and deliver comprehensive financial solutions.
Overview
10
10
years of professional experience
2
2
Certifications
Work History
Senior Financial Planner
Ladder7 Wealth Planners Pvt. Ltd.
Mumbai
10.2020 - Current
- Design and deliver personalized financial plans aligned with clients’ life goals, risk appetite, and financial circumstances.
- Conduct in-depth discussions and strategy sessions to facilitate informed financial decision-making.
- Provide ongoing wealth advisory services, helping clients manage assets, optimize tax outcomes, and achieve financial milestones.
- Develop and implement investment, insurance, and retirement planning strategies tailored to client needs.
- Engage clients through regular reviews, financial education, and proactive portfolio rebalancing.
- Set up Zoho Workspace and IT infrastructure to streamline business processes and enhance team productivity.
Finance Executive
V. Saudagar & Co.
Nashik
02.2016 - 09.2020
- Managed Sub-Broker Level Compliance and led the Mutual Fund Department ensuring smooth operational execution.
- Executed equity and mutual fund transactions, reconciled reports, and ensured compliance with regulatory standards.
- Conducted tax and retirement planning for individual clients, including analysis of insurance and pension products (NPS, annuities).
- Participated in asset allocation and rebalancing strategies, contributing to optimal client portfolio outcomes.
- Conducted risk profiling, case preparation, and client meetings, fostering strong long-term relationships.
- Supported internal systems management and reporting, enhancing back-office efficiency.
Education
NISM Investment Advisor – Level 2 -
06.2024
NISM Investment Advisor – Level 1 -
04.2024
Master of Commerce (M.Com) -
11.2022
CERTIFIED FINANCIAL PLANNER (CFP) -
FPSB Ltd.
03.2020
Retirement Advisor -
05.2018
Bachelor of Commerce (B.Com) -
University of Pune
04.2014
Senior School Certification (CBSE) -
05.2011
Skills
- Financial planning and advisory
- Wealth management and investment strategy
- Asset allocation and portfolio construction
- Retirement and insurance planning
- Risk profiling and relationship management
- Tax and estate planning support
- Compliance and operational excellence
- Financial product evaluation
- Business growth and process optimization
- Excel proficiency
- Financial planning tools expertise
- IT systems knowledge
- CRM and Zoho Suite proficiency
- Google Workspace familiarity
- Trading platform experience
- IT systems management skills
- Analytical thinking
- Strategic planning
- Client focus
- Tech-savviness
- Ethical advising
Professional Attributes
- Analytical Thinker
- Strategic Planner
- Client-Focused
- Tech-Savvy
- Ethical & Compliant Advisor
- Excellent Communicator
Key Projects And Achievements
- Successfully implemented Zoho Workspace and digital infrastructure to improve workflow and productivity across departments.
- Played a key role in developing financial strategies that improved client satisfaction and long-term retention.
- Recognized for client-centric advisory excellence and ability to translate complex financial concepts into actionable insights.
Languages
English
Proficient (C2)
C2
Hindi
Advanced (C1)
C1
Marathi
Advanced (C1)
C1
Certification
Certified Financial Planner - FPSB India
Timeline
Senior Financial Planner
Ladder7 Wealth Planners Pvt. Ltd.
10.2020 - Current
Finance Executive
V. Saudagar & Co.
02.2016 - 09.2020
NISM Investment Advisor – Level 2 -
NISM Investment Advisor – Level 1 -
Master of Commerce (M.Com) -
CERTIFIED FINANCIAL PLANNER (CFP) -
FPSB Ltd.
Retirement Advisor -
Bachelor of Commerce (B.Com) -
University of Pune