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Having spent over eighteen years mastering the intricacies of financial services, Ankur has developed a robust foundation in financial analysis, investments, and strategic financial planning as a Certified Financial Goal Planner at Wealth Bees. The Wealth Bees team, under Ankur’s leadership, has thrived, leveraging his expertise in corporate training and learning development to foster financial acumen and growth.
Ankur’s mission is to drive financial awareness and inclusion, working alongside Asset Management Companies and educational institutions to deliver impactful financial programs nationwide. With certifications from the National Institute of Securities Markets (NISM) and National Stock Exchange (NSE), Ankur brings expertise in financial planning and analysis. His passion for empowering individuals to take control of their finances drives his work, and he is committed to delivering personalized solutions.
Ankur believes that financial planning is not just about numbers, it’s about people and their dreams. That’s why he is dedicated to providing holistic financial guidance.
Having spent over eighteen years mastering the intricacies of financial services, Ankur has developed a robust foundation in financial analysis, investments, and strategic financial planning as a Certified Financial Goal Planner at Wealth Bees. The Wealth Bees team, under Ankur’s leadership, has thrived, leveraging his expertise in corporate training and learning development to foster financial acumen and growth.
Ankur’s mission is to drive financial awareness and inclusion, working alongside Asset Management Companies and educational institutions to deliver impactful financial programs nationwide. With certifications from the National Institute of Securities Markets (NISM) and National Stock Exchange (NSE), Ankur brings expertise in financial planning and analysis. His passion for empowering individuals to take control of their finances drives his work, and he is committed to delivering personalized solutions.
Ankur believes that financial planning is not just about numbers, it’s about people and their dreams. That’s why he is dedicated to providing holistic financial guidance.
CSP Shukla, at the helm of the company’s growth factor, he leads the strategy and research teams from the forefront. CSP has served as the wealth Manager at Axis bank and Territory manager at Future Generali and Bajaj Allianz. He is experienced in wealth management, retail banking and insurance amongst other aspects of finance. With core beliefs of transparency, trust and ethics, he has been a part of the industry for the last 18 years. CSP truly understands the different phases of wealth management (accumulation, preservation and distribution). CSP holds a degree of BSc from Lucknow university and PGDM from Jaipuria Institute of management. He is Licentiate from Insurance Institute of india and Level II candidate for CFA charter. Catch up with him over a cup of coffee and you won’t say goodbye without being a part of WealthBees!
Abhishek is an effective communicator known for his excellent relationship and management skills. After working for 18 years in the banking and finance industry, he came up with this idea to help society choose the right path towards achieving their financial goals; hence the WealthBees’ journey started with Abhishek being one of the co-founders. He is highly proficient in portfolio management and financial planning as an expert in Investment handling and Advisory services. He has worked with various Multinational Giants like ABN Amro, HSBC, IndusInd Bank, and Axis Bank, which speaks a lot about his extensive experience in the Industry. Customizing the financial journey for every individual client, the basis of the client’s risk appetite, capacity to invest, and the time horizon are a few of the essential fundamentals that he considers while suggesting a product. He truly understands the different phases of wealth management accumulation, preservation, and distribution. Abhishek holds the degree of B. Com from Lucknow university and a Licentiate from IRDA and NISM. Having a financial planner like Abhishek is a step ahead in achieving your desired financial goal.
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