Summary
Overview
Work History
Education
Skills
Hobbies
Additional Information
Timeline
CustomerServiceRepresentative
Bhupesh P Chaudhri

Bhupesh P Chaudhri

Certified Financial Planner
Mumbai

Summary

I am an organized and dependable candidate successful at managing multiple priorities with a positive attitude who is willingness to take on added responsibilities to meet team goals. I am a hardworking and passionate job seeker with strong organizational skills. Ready to help team achieve company goals. I am also a soft spoken person with good analytical skills and a quick learner who can adapt in all working conditions. A person who is looked upon by the people around for being sensitive and empathetic attitude.

Overview

11
11
years of professional experience
7
7
years of post-secondary education
3
3
Languages

Work History

CFP Trainer

IMS Proschool
Mumbai
06.2020 - Current
  • Taught all subjects pertaining to Certified Financial Planning to the students (including reputed practicing professionals) single handedly.
  • Excellent at explaining complex concepts with simplified examples.
  • Conducted various doubt solving sessions and interactive sessions with students.
  • Conducted mock tests for students and prepared them for the exams.
  • Conducted seminars / webinars for under graduate students in various colleges.
  • Conducted Financial planning workshops for MBA / PGDM students across all departments in reputed colleges like IBS Mumbai, ISBR Bangalore etc.
  • Maintains good rapport Across all hierarchy in the organization right from students to the Management.

Certified Financial Planner

Infinite Financial Planners
MUMBAI
06.2015 - Current
  • Provided specialized financial planning support for clients with diverse portfolios and individual needs.
  • Interviewed clients to determine current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance and other information needed to develop financial plan.
  • Developed recommendations specific to client's financial situation on variety of topics.
  • Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
  • Drafted comprehensive financial plan to offer recommendations and supporting data.
  • Educated clients on financial topics and best practices.
  • Presented financial plans and investment recommendations to clients.
  • Created financial models to analyze and evaluate investment strategies.
  • Implemented exit strategies for clients to transition out of investments.
  • Collaborated with clients to develop customized investment portfolios.
  • Researched current economic trends and investment opportunities to stay abreast of financial markets.

CFP Trainer

Bankedge
Mumbai
06.2018 - 03.2020
  • Taught all subjects pertaining to Certified Financial Planning to the students single handedly.
  • Excellent at explaining complex concepts with simplified examples.
  • Conducted various doubt solving sessions and interactive sessions with students.
  • Conducted mock tests for students and prepared them for the exams.

Assistant CFP

Full Circle Financial Planners & Advisors
Mumbai
08.2017 - 04.2018
  • Guiding clients on the various aspects of Direct Tax in order to ensure tax savings and returns optimisation on their portfolio.
  • Delivered services to customer locations within specific timeframes.
  • Developed recommendations specific to client's financial situation on variety of topics.
  • Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
  • Drafted comprehensive financial plan to offer recommendations and supporting data.
  • Educated clients on financial topics and best practices.
  • Educated clients on potential risks and rewards associated with various investments.
  • Studied financial documents to identify potential areas needing improvement.
  • Devised comprehensive financial plans for clients to achieve short and long-term financial goals.
  • Collaborated with clients to develop customized investment portfolios.
  • Implemented exit strategies for clients to transition out of investments.
  • Presented financial plans and investment recommendations to clients.
  • Developed and maintained strong relationships with clients to maximize satisfaction.

CA- Articleship

CA Hemant Mahajan & Associates
Thane
09.2012 - 12.2015
  • Engaged into maintaining books of accounts and finalization for filing ITR of Proprietors, Partnership Firms and Pvt. Ltd. Companies.
  • Managed time efficiently in order to complete all tasks within deadlines.
  • Conducted Audits of Private Limited Companies (including Internal Audit).
  • Good at having a good rapport with the client and efficient client co-ordination.
  • Filed ITR and Audit report (wherever applicable) for the clients across all categories namely, Individual / proprietor (HNI clients), partnership firm, HUF, Private Limited Companies
  • Gained extensive knowledge in data entry, analysis and reporting.
  • Gained strong leadership skills by managing projects from start to finish.

Education

Bachelor of Commerce - Plain B.Com

Smt. CHM College
Ulhasnagar
06.2010 - 03.2013

CA - Intermediate - Accounting, Auditing And Taxation

Institute of Chartered Accountants of India
Mumbai
06.2011 - 05.2014

Certified Financial Planning - Personal Finance

Financial Planning Standards Board, Denver, US
Mumbai
08.2015 - 04.2017

Skills

    Skilled trainer

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Hobbies

  • Played professional club cricket for quite a few years.
  • Reading books of various genres namely finance, biographies of successful personalities and spiritual books.
  • Socializing with people and
  • Listening to music

Additional Information

  • I am a person with happy go lucky nature who loves to be humorous and entertain people around.
  • I love to maintain good rapport with people across all segments and all age groups and work in a lively environment / culture.

Timeline

CFP Trainer

IMS Proschool
06.2020 - Current

CFP Trainer

Bankedge
06.2018 - 03.2020

Assistant CFP

Full Circle Financial Planners & Advisors
08.2017 - 04.2018

Certified Financial Planning - Personal Finance

Financial Planning Standards Board, Denver, US
08.2015 - 04.2017

Certified Financial Planner

Infinite Financial Planners
06.2015 - Current

CA- Articleship

CA Hemant Mahajan & Associates
09.2012 - 12.2015

CA - Intermediate - Accounting, Auditing And Taxation

Institute of Chartered Accountants of India
06.2011 - 05.2014

Bachelor of Commerce - Plain B.Com

Smt. CHM College
06.2010 - 03.2013

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Bhupesh P ChaudhriCertified Financial Planner