FINANCE MENTORS
Every first and third Wednesday, hang out with our curated Finance Mentors in the FCverse from 9:00 PM to 9:45 PM and connect with mentors for more personal guidance outside this hour from 9:45 to 10:00 PM. Engage in raw, real, and actionable discussions led by expert Finance Mentors from diverse backgrounds. In these FC evenings, finance mentors share their approaches to making various financial decisions without offering direct financial advice, providing you with the insights needed to navigate your own financial journey. Whether you're just starting or looking to optimize your financial strategy, these discussions are invaluable. 9:00 - 9:45 PM: Listen to and ask questions of our mentors, who share their personal experiences and strategies for achieving financial freedom. Understand the different financial paths and select what aligns best with your circumstances. Starting your financial planning late can cost you Lakhs, if not Crores, so start planning early. 9:45 - 10:00 PM: After the discussion, take the opportunity to walk up to a Finance Mentor of your choice. Your active participation shows the mentors your commitment to learning, making this the perfect time to seek more personalized guidance. Plus, from the discussions, you know who would be right for you. Let's get financially free, for there is no freedom without financial freedom.
Namrata B Durgan
Founder, MIRR
Financial Well-being and helping individuals to Organise, Mange and Grow ( OMG😊) their money through investments
Individuals, especially women, looking to get started with the basics of investments and managing their personal finances better. Individuals looking for guidance on wealth creation, starting with a Savings Plan & then mutual funds, and a systematic investment plan (SIP), bringing forth the virtues of Time, Patience & Discipline.
After 12 years of experience in wealth management, I founded MIRR Investments to focus on and create awareness for individuals, and especially women investors from all strata of society. In this context, I am frequently invited to deliver talks and presentations to enterprises, corporates, MNCs, startups, NGOs, and social organisations. In 2018, was featured in a lead article in eShe magazine for my work. MIRR is a vertical company of Abundanze, where I continue to work in wealth-management.
She/Her
Vivek Gupta
CA, Associate Vice President
Investment and Personal Wealth Management
I will be answering any general queries regarding your finances. I won't tell you about a particular share or MF, but I can guide you on how to select one.
These will in no case be investment advice and are only personal views and beliefs.
I am a CA, CFA (charter Pending), currently working in the Financial Services Industry, interacting with different kinds of people to make their tax, savings, and investment journey easier.
He/Him
Reach out to them in "Finance With Mentos" every 1st & 3rd Wednesday
Gaurav Bajla
Vice President with Statestreet
Personal finance,Treasury, Transformation, Team Building
I would be happy to talk to anyone who wants to take that first step towards so-called financial independence. Financial independence has different meanings for different people. For me, Financial Independence is a process that helps us stop working for money.
I am a Chartered Accountant and Company Secretary with extensive and diverse experience in Treasury, Legal Entity Control, Regulatory Reporting, FP&A, and Product Control in the Financial Services Industry.
He/Him
Reach out to them in "Finance With Mentos" every 1st & 3rd Wednesday
Lovejeet Alexander
Consulting Editor - India News Business
Business & Finance Journalism
Anyone who wants to lead financially healthy life.
iTV Network has appointed Lovejeet Alexander as Consulting Editor - India News Business. He is also heading The Business Guardian newspaper & itv next International media school.
Alexander has been the founder of the business media startup, founderINDIA and had recently made a successful exit from the venture.
He/Him
Reach out to them in "Finance With Mentos" every 1st & 3rd Wednesday
Swapnil Dey
Software Engineering Manager at Investment Bank
Career Mentoring, Personal Finance, Entrepreneurship
People who are looking to connect to get guidance on their career paths and who would benefit from my network. I believe in brief communication and targeted goals which allows the mentorship relationship to be more effective.
With background in Engineering, I have spent 8+ years with an investment bank focusing on building digital solutions in the financial services space. I have also mentored / advised many startups in a Pro Bono capacity and I’m always curious to be part of an entrepreneur’s journey!
He/Him
Reach out to them in "Finance With Mentos" every 1st & 3rd Wednesday
Kartik Sankaran
Founder Fiscal Fitnes
Personal Finance and Investments
Mid-career professionals from nonfinancial fields. It will be 1x1 sessions mostly via calls.
Kartik Sankaran is a finance professional with over 20 years of experience in global capital markets. Over the last three years, he has successfully built Fiscal Fitness, an investment advisory business that empowers individuals to become financially fit.
Having attained financial independence by the age of 40, he would like to help more individuals reach their financial independence. In a world where financial literacy is paramount, Kartik Sankaran will help stand as a guiding light, leading others toward a brighter and more prosperous future.
He/Him
Reach out to them in "Finance With Mentos" every 1st & 3rd Wednesday
Akash Agrawal
Co-founder, Koshex
Savings & Emergency Funds, Investing for Growth, Debt Management
Individuals willing to invest and grow their wealth over a long period of time or would want to learn how to FIRE (Financial independence and retire early)
Consider me as a friend to guide you across personal finance. Beyond mere numbers and investments, let's together gain some invaluable insights, nurturing your thoughts to navigate the complexities of financial planning with confidence and clarity. My support will just not help you create wealth, but also wisdom, fostering a legacy of informed decision-making with respect to your hard-earned money
He/Him
Reach out to them in "Finance With Mentos" every 1st & 3rd Wednesday
Rashi Bhargava
OWNER OF SBS FIN
PERSONAL FINANCE
Individuals in the age bracket of 23-47 years of age
As a solopreneur at SBS FIN, I have over 20 years of experience in the financial services industry, with a focus on personal finance, investment planning, and risk management. I am passionate about helping busy professionals simplify investment complexities and achieve financial goals.
My value proposition is to provide more than just a Return on Investment but also a Return on Life, which means helping clients live the best lives possible given the money they have. I do this by bringing order, insight, and accountability to their financial decisions and providing them with the necessary resources and tools to facilitate their choices.
I work collaboratively with my clients throughout their wealth creation journey, offering transparency and coaching.
She/Her
Reach out to them via LinkedIn
Kaustubh Sharma
Founder, 7Wealth
Investment Management and financial planning
Individuals and families looking for creating wealth over long term and wait patiently to see their wealth working for them.
An IIM Ahmedabad alumnus having 12+ years of experience into investment banking. Having worked with bulge bracket global investment banks in the world, played an important role in various global M&A, JVs and fund raising through equity.
He/Him
Reach out to them in "Finance With Mentos" every 1st & 3rd Wednesday
RESOURCES THAT GOT ACTUAL RESULTS
There's too much content and too many courses out there right now and we do not know we one to trust or where to start. This section will include as less resources as possible that got people the maximum amount of actual results. So, not good to go through stuff but must go through stuff only!