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Krupa Gala
Para Planner at Plan Ahead Wealth Advisors Pvt Ltd - Add meaning to your finances. Add time to your life™
Financial professional with 3+ years of experience in planning and relationship management.
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Location
Mumbai, Maharashtra, India, IN
Bio
Generated by
Topline AI
Krupa Gala is a seasoned financial professional with 3+ years of experience as a Para Planner at Plan Ahead Wealth Advisors Pvt Ltd, and 3+ years of experience as a Relationship Manager at Shah & Shah Finsol Pvt Ltd. She holds a Master of Commerce degree from the University of Mumbai and various certifications from NSEIT LIMITED, including Certified Financial Planner (CFP) and NISM series.
Krupa has demonstrated expertise in accounting and finance, with a strong educational background and industry experience.
Credentials
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Certified Financial Planner (CFP)
Financial Planning Standards Board Ltd.Dec, 2016- Apr, 2026 -
NCFM Capital Market Dealer Module
NSEIT LIMITEDMar, 2021- Apr, 2026 -
NISM series -V A Mutual fund distribution
NSEIT LIMITEDMar, 2021- Apr, 2026 -
NISM series -X A Investment Advisor Level 1
NSEIT LIMITEDFeb, 2021- Apr, 2026 -
NISM series X B Investment Advisor Level 2
NSEIT LIMITEDFeb, 2021- Apr, 2026
Experience
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Plan Ahead Wealth Advisors Pvt Ltd - Add meaning to your finances. Add time to your life™
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Mumbai, Maharashtra, India
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Para Planner
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Feb 2021 - Present
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Mumbai, Maharashtra, India
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Shah & Shah Finsol Pvt Ltd.
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Mumbai, Maharashtra, India
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Relationship Manager
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Apr 2017 - Aug 2020
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Mumbai, Maharashtra, India
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Education
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2016 - 2018University of Mumbai
Master of commerce, Accounting and Finance -
2013 - 2016
Mithibai College of Arts Chauhan Institute of Science and A.J. College of Commerce and Economics
Bachelor of Commerce - BCom, A
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Financial Services”
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