Nikhil Kale is a Commerce graduate and holds a Master of Business Administration degree with specialization in Finance. He has also successfully completed the Certified Financial Planner Certification course.
Been interested in the field of Finance and Economics, post completing his formal education, Nikhil has been working fulltime in Banking, Financial services and Insurance (BFSI) Industry. He has worked extensively in the field of Wealth Management and has expertise in Research & Investment Advisory, Design & Distribution of Financial Products and formulating Business Strategy.
Nikhil has designed detailed and customized financial plans for over 1,200 clients. Each plan designed had meticulous planning of financial budgets, financial goals, retirement planning, insurance requirements & investment portfolio.
Nikhil aims at sharing his knowledge on personal finance by making simple, easy to use and affordable financial products to help people take control of their finances and achieve a secured financial life.