Map My Goals is an Investment Advisory Firm located in Noida. It is running by Certified Investment Advisor. We have expertise in creating the most appropriate investment solution for our clients. We manage the Investment portfolio of Investors age group from 25 years to 85 years. The main objective of the company is to provide an unbiased investment solution to all the investors investing in different asset class Like Mutual Funds, Fixed Deposits, Life Insurance, Bonds, Post OfficeSchemes etc by creating a comprehensive financial plan. We believe in providing best financial solution without any product centric approach.
Our AIM is to make your life stress free when it comes to manage your Investment portfolio. Our experts manage your hard-earned money and keep monitor your portfolio on regular basis. We make sure that you remain updated with all the changes in the economy and how it can impact on your portfolio.
“What makes you happy in not the money that you have, It’s what you get after spending that Money”.
He is the founder of MapMyGoals Advisory Services Pvt Ltd with an MBA in Marketing and Communication and he comes with more than 14 years of Experience in Financial Industry. He is a Certified Financial
Advisor and has delivered more than 125 + Presentations in Corporates, Colleges, Societies on Financial Planning, Investment Planning and awareness session on different Investment
options available in the Financial market.
In the past he has worked with Aviva Life Insurance as a Product Expert and he has also worked with Bajaj Capital as Senior Manager and managing the financial Advisors. He has a rich experience in Nurturing the Team of Financial Advisors.
He also comes with the following certifications
Ms. Vinshu Sharma has more than 3.5 years of experience in the financial industry. She has a depth understanding of different investment products and various asset classes. She has worked as a product expert for more than 3 years and she has provided training on various investment products for the team.
Prior to Joining Mapmygoals Advisory services Pvt Ltd she was working with Wisefinserv Pvt Ltd.
She is an MBA from AKTU University. She has done various certifications related to the financial industry like
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