Kartik Jhaveri
Kartik Jhaveri, B.Sc., DBF, PGDBA, CFPTM, CWMTM, FAAFMTM, CIWMTM
Director
Transcend Consulting (India) Private Limited.
Kartik is the founder director of Transcend Consulting (India) Private Limited based out of Mumbai. He heads the Financial Planning & Wealth Management consulting practice of the company.
He is amongst the pioneers of the Financial Planning & private Wealth Management profession in India. He offers consulting services to individuals & families across the world. He also undertakes Wealth Management workshops and training programs for corporate employees.
He has been in the Financial Services Industry for over a decade and during which he has undertaken numerous assignments for financial institutions across countries like India, Singapore, Malaysia, Thailand and Indonesia.
He specialises in the areas of Financial Planning, Wealth Management, Alternate Distribution, Private Banking and Wealth Management Training.
Kartik appears regularly on personal finance shows of TV channels like CNBC, CNBC Aawaz, Bloomberg UTV, CNN-IBN, DD, NDTV. In these shows he advises individuals on matters of their Financial Planning. He also writes regularly on subjects of Financial Planning, Wealth Management, Retirement Planning, Behavioural Finance etc., in various publications, websites and dailies.
Kartik is a CFPCM (Certified Financial Planner), CWMTM (Chartered Wealth ManagerTM), FAAFM (Fellow of American Academy of Financial Management), CIWMTM (Certified International Wealth ManagerTM). He also has to his credit an MBA with dual specialisation in Marketing & Finance and is a B.Sc. (Bachelor of Science) in Statistics.