Harshal Kothari
International Certified Financial Coach and Trainer
My Journey
I am an Internationally Certified Financial Coach and BFSI Trainer, Co-founder of Financial Clinik and Financial Clinik Academy.
My journey began as a financial advisor, and over the years, I have grown into a financial expert, now guiding thousands of professionals in the Banking, Financial Services, and Insurance (BFSI) industry.
As a trainer, I aim to inspire and empower, especially Indian woman to achieve them their own success in the financial world. I host "Let's Talk Money" Hindi Podcast, available on platform like Spotify, where I simplify complex financial concepts and provide practical management tips. I also launched India's first mentorship program insurance advisors to help them achieve excellence and top industry recognition .
My Credentials
MBA, B.com, MDP - IIM, FLMI( LOMA), Business and Personal Risk Management, AIII, Portfolio Management Service - NISM, Insurance & Wealth Management, CFGP - American Academy of Financial Management India
My Mission
I empower Individuals and Businesses through financial literacy and equip financial professionals with specialized training, helping them make informed decisions and excel in their careers.
My mission is to help individuals and businesses manage financial risks and build wealth. I collaborate with financial experts and and institutions to promote financial well-being.
My Experience
I have 23+ years of experience helping people achieve their financial & life goals. I have guided individuals in managing funds worth 130 crores and am an Internationally certified FLMI trainer. With a strong corporate background, I have worked with leading groups like ICICI, Tata, and Bajaj and have trained over 60000+ professionals in Banking and Financial Services Industry (BFSI).
MDRT Factory - Free Seminar on One Year Mentorship Program
Sat, 07 Jan
|Pune
MDRT Factory - Agent गिरी छोडो, हर साल MDRT बनो Free Seminar on MDRT Factory Workshop in PUNE. Limited Seats
