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  Managing Committee
 

Mr. Jayant Vidwans is president of Society Of Financial Planners. He is a commerce graduate from Mumbai University and a Certified Financial Planner from Aug 2006 Batch. He also possesses different NCFM Certifications like Derivative Market Core Module , Capital Market Dealer module & AMFI Mutual Fund (Advisor) Module. He is a whole time director Chaitanya Financial Consultancy Pvt. Ltd. - Since 1991 Company is engaged in the business of investment consultancy & tax planning for individuals. Also agent / broker for fixed deposits, mutual funds, RBI bonds, primary & secondary market operations. He is the member of Disciplinary Action Committee of Inter-connected Stock Exchange of India Ltd. - Since Sept 2002 - Reappointed every year up to 2007 -08. He is always called for Expert Comments on Stock Market and Other Investments by All India Radio, New Delhi in Hindi & English and All India Radio, Mumbai in Marathi.


Mr. Nelson Lewis is Vice president of Society of Financial Planners. A CFP certificant from the March 2006 batch. He practices financial planning as a part time practice and is also actively involved in the Societies activities. He has also been a faculty for ICFP for the two modules and has contributed articles in DNA and FP Journal. Currently he is employed with Atos Origin India Pvt Ltd as an Software engineer.


Mr. Yogendra Joshi is Secretary of Society of Financial Planners. Yogendra is a Computer Engineer by professional qualification. He has worked on various aspects of Distribution of Financial Products since 1989. He has a strong customer base of more than 600 families in financial products distribution domain. Currently he is offering complete Comprehensive Fee based Financial Planning Services. He is actively involved in society activities like organizing events, spread of society activities across India etc. He is actively involved in doing Financial Planning Awareness sessions at different corporate houses.


Mr. Arvind A. Rao is treasurer of Society of Financial Planners. He is Founder of Dreamz Infinite Financial Planners, a fee-based independent financial planning institution, has over 5 years of experience in the field of financial services. Prior to this has worked with UTI Asset Management Company Private Limited and Deloitte Haskins and Sells. A Chartered Accountant, Certified Financial Planner and Certified Financial Manager by qualification, he has special expertise in strategic financial planning and tax planning. Affiliated as a visiting faculty with education providers for the Certified Financial Planner programme and also actively engaged in delivering presentations on financial planning subjects. Currently working as ‘Chief Planner’ with Dreamz Infinite Financial Planners which is strongly spreading the fee based financial planning practice and making in-roads in client servicing in various areas ranging from investment planning, tax planning to cash flow planning as per the global standards for financial planning . He regularly contributes research articles to various media like ‘DNA Money’, ‘Informed Investor’ and ‘The Week’ among others. He is empanelled as an Expert with leading portals like www.arthamoney.com and www.window2india.com.


Mr. Sandeep C. Vasa is a member of managing committee of Society of Financial Planners. Sandeep is practicing as a Financial Advisor. He is Certified Financial Planner by profession and has special interest in comprehensive financial planning, tax planning, retirement planning & NRI investment planning. He has over 3 years of experience and holds a Chemical engineering degree from UICT & D.A.M from JBIMS. He is based at Mumbai.


Mr. A. V. Sankar, Joint Secretary, is a Certified Financial Planner CFP, a Post-Graduate in Commerce from the University of Mumbai and also a CAIIB Associate. He has over eighteen years of work experience in the capital markets. He has worked for over fourteen years at UTI Mutual Fund in various capacities at their Investor Relations Cell, Department of Operations, Chairman’s Office, Department of Research & Planning etc.. Presently, he is working as Senior Officer at the UTI Institute of Capital Markets. He is also a practising financial planner.


Mr. Mehul Shah is a member of the Managing Committee of the Society. After completing his graduation in Commerce, he has done Diploma in Investment Studies from Mumbai University. He received CFP certification in 2006. Currently, he is working as Associate Vice President – Institutional Equity Sales at Sharekhan Ltd. and has over 13 years of experience in advising Institutional, Corporate and HNI clients on equity investments in India.

 
   

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