Travelling
Rohit Tatkare
Senior Financial Planner
Mumbai
Summary
Motivated Financial Planner with experience advising clients on investment strategies, retirement planning and financial planning. Strong background in understanding financial markets, financial products and risk management. Proven track record in helping clients meet financial goals through sound advice and effective portfolio management.
Overview
3
3
years of professional experience
3
3
years of post-secondary education
4
4
Certificates
3
3
Languages
Work History
Senior Financial Planner
Ladder7 Wealth Planners Pvt. Ltd.
04.2024 - Current
- Enhanced client retention rates by consistently exceeding expectations through exceptional service delivery.
- Researched current economic trends and investment opportunities to stay abreast of financial markets.
- Presented financial plans and investment recommendations to clients.
- Developed strong relationships with clients through regular communication, fostering trust and loyalty.
Senior Associate Financial Planner
Ladder7 Wealth Planners Pvt. Ltd.
07.2023 - 03.2024
- Drafted common document templates to reduce time spent creating documents from scratch.
- Prepared detailed cash flow analyses for clients, identifying opportunities for improvement in spending habits and debt management.
- Monitored and updated financial plans to comply with client goals.
- Educated clients on financial topics and best practices and helped them make informed decisions about financial future.
- Mentored junior team members to enhance their understanding of financial planning principles and best practices.
Para Financial Planner
Ladder7 Wealth Planners Pvt. Ltd.
07.2021 - 06.2023
- Researched and evaluated potential investment products for clients
- Helped drafting comprehensive financial plans for clients, resulting in improved long-term stability and growth
Trainer and Content Developer Intern
Financial Planning Academy
4 2021 - 6 2021
- I was a part of the training and content developer team at Financial Planning Academy
- My role was to help students solve their doubts relating to the CFP syllabus and create content such as workbooks, question sets
- This job has helped me get a better and in-depth understanding of Certified Financial Planning and setting a strong hold over the subject matter.
Education
M. Com. - Finance
04.2001 -
Bachelor of Accounting and Finance - Accounting And Finance
06.2018 - 05.2021
Skills
Certification
NISM - XB - Investment Advisor
Interests
Sports
Photography
Reading
Timeline
Senior Financial Planner - Ladder7 Wealth Planners Pvt. Ltd.
04.2024 - Current
Senior Associate Financial Planner - Ladder7 Wealth Planners Pvt. Ltd.
07.2023 - 03.2024
NISM - XB - Investment Advisor
06-2022
NISM - XA - Investment Advisor
05-2022
Para Financial Planner - Ladder7 Wealth Planners Pvt. Ltd.
07.2021 - 06.2023
NISM - VA - Mutual Fund Distributor
06-2021
FPSB India - Certified Financial Planner
03-2021
V. G. Vaze College of Arts, Science And Commerce (Autonomous) - Bachelor of Accounting and Finance, Accounting And Finance
06.2018 - 05.2021
Mumbai University - M. Com., Finance
04.2001 -
Trainer and Content Developer Intern - Financial Planning Academy
4 2021 - 6 2021
References
- Asst. Prof. Niti Shirke, 8097140162, nitishirke@vazecollege.net, V.G.Vaze College
- Jeetendar Peswani, jeetendar@fpa.edu.in, Financial Planning Academy
- Shivam Pathak (Senior Financial Planner), 8286325926, Ladder7 Wealth Planners
Extracurricular Activities
Crew member at Dimensions Events Committee in 2018-19
Associate at Dimensions Events Committee in 2019-20
Head of Accounts Department in the Cultural Committee of V.G. Vaze College in 2019-20 and 2020-21
Students' Council member of V.G. Vaze College in 2019-20 and 2020-21
References
- Asst. Prof. Niti Shirke, 8097140162, nitishirke@vazecollege.net, V.G.Vaze College
- Jeetendar Peswani, jeetendar@fpa.edu.in, Financial Planning Academy
- Shivam Pathak (Senior Financial Planner), 8286325926, Ladder7 Wealth Planners
Extracurricular Activities
Crew member at Dimensions Events Committee in 2018-19
Associate at Dimensions Events Committee in 2019-20
Head of Accounts Department in the Cultural Committee of V.G. Vaze College in 2019-20 and 2020-21
Students' Council member of V.G. Vaze College in 2019-20 and 2020-21
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