Amit Kukreja is a Registered Investment Adviser (with SEBI) and a CERTIFIED FINANCIAL PLANNERCM (by FPSB India). He offers fee-only financial planning and wealth advisory services. In other words there are no commissions or sales incentives to influence his recommendations. He helps families to identify their financial goals with right focus on money and plans for them to achieve their goals with success and joy.
Amit loves to go beyond the nuts and bolts of financial problems to help people see how a flawed approach to money gets in the way of happiness. Amit is also a diploma holder in Financial Planning & Wealth Management, MBA in Information Management and Bachelor of Engineering in Computer Science.
Amit believes in educating and empowering his clients to take right financial decisions for the right reasons and helps them act consistently to achieve the right balance of wealth and happiness. He is very passionate about spreading the prospects and pitfalls of investments in mutual funds, insurance, real estate and fixed income instruments. He actively works with media companies to spread the awareness. He has appeared on NDTV Profit show Let’s Talk Money advising viewers on their path to achieve financial success. He also appears on NDTV Profit show The Property Show to advise viewers on real estate investments from taxation point of view.
He has written articles for Financial Planning Journal, MoneyControl.com, DLF City News, Suburb Life, Business Bhaskar, FPG India and contributed to articles in Outlook Money and Mint Money. To view his videos and articles written for various publications, please visit our MEDIA section on the website.
Amit is also a member of Financial Planner’s Guild India an association of Practicing Financial Planners to create awareness about Financial Planning in general public, promote professional excellence and ensure high quality practice standards.
Prior to being a CFPCM, Amit was in Information Technology space for 14 years specializing in consulting & relationship management, accounts management, delivery of cost-effective, complex, high-performance technology solutions in a globally distributed delivery environment.Amit has very strong relationship management, advisory and consulting skills. He is also a highly accomplished and results-driven management leader. He has a well-rounded background that supports any progressive organization built on culturally diverse and team-centred operating units with effective business processes. Having lived abroad in the US, UK, & Asia Pacific, he is now settled in Gurgaon (National Capital Region, India).