Our team

Mamta Khanna
CEO & Certified Financial Planner
Mamta Khanna is an Independent Certified Financial Planner , a Youtuber,Blogger and author to a book.CFP is a mark of excellence granted by Financial Planning Standards board India to persons who meet stringent standards of education, examination, experience and ethics.
It is the most prestigious and internationally accepted Financial Planning qualification recognized and respected by the global financial community.
She has been providing Financial planning services since 2015. She began her career in marketing before moving on to Insurance Advisory for more than a decade.
As a result, she has an excellent understanding of insurance, financial products, and people’s day-to-day challenges.
With over 35K followers, she also works as a Youtuber and blogger to increase financial awareness in the community and works on principal