Nidhi M.

I am an Economics Coach, Corporate trainer, a Speaker and a Financial Planner.
My mission is to train and educate more and more students and working professionals. Also, to help more and more families to plan for their financial freedom.
Experienced Financial Planning Manager with a demonstrated history of working in the Financial Service Industry for over 7 years with a Master’s Degree focused in Economics.
I initiated teaching right after my 12th as I was good in academics and it gave me immense pleasure to share whatever knowledge I had. I started my corporate career as a Financial Planner. During this journey, I made around 160+ customised financial plans for clients from different walks of life including VPs/AVPs/Directors of renowned companies, businessmen, pilots, Doctors, bollywood writers etc. It gave me immense satisfaction by helping and guiding families to move closer to their financial goals. After a few years being into the personal finance space and gaining some practical insights of this industry, I thought of sharing my knowledge with students aspiring to become financial planners. This made me initiate coaching candidates ranging from college students to working professionals and to mentor them in their journey to become successful CFPs. I have trained around 750+ students and working professionals in all the modules of CFP including Insurance, Investment, Retirement, Tax and Estate planning. I have not limited my training to just CFP students but I have also taken 75+ Investor Awareness Programs to educate more and more investors to take control of their finances in association with AMCs such as ICICI MF, HDFC MF, Reliance MF, Baroda Pioneer MF, Edelweiss MF, IDFC MF, L&T MF and AMFI among others, receiving excellent feedback for the interactive training sessions. I have also delivered multiple Corporate Trainings for certifications like NISM V-A, Wealth Management, Macro Economics, IC-38, Soft skills and other customised BFSI sector trainings in companies like SBI Life, LIC, Aditya birla Sun life insurance etc for the benefit of the employees. I have always been academically strong in School and College and always had a flair for teaching and training. Therefore, whenever I get an opportunity to train students, I never let it go. I am happy to share that I have also been invited as a resource person / visiting faculty in renowned colleges of Mumbai to take practical finance sessions for their students. Some of the colleges where I have taken sessions are KC College, churchgate; Guru Nanak College, Sion; St. Andrew College, Bandra; SK Somaiya College; Narsee Monjee College and few others.