Kartik is the founder director of Transcend Consulting. He heads the Financial Planning & Wealth Management consulting practice of the company.
He is amongst the pioneers of the financial planning & private wealth management profession in India. He offers consulting services to individuals & families across the world. He also undertakes wealth management workshops and training programs for corporate employees.
He specialises in the areas of financial planning, wealth management, alternate distribution, private banking and wealth management training.
Kartik is a CFPCM (Certified Financial Planner), CWMTM (Chartered Wealth ManagerTM), FAAFM (Fellow of American Academy of Financial Management), CIWMTM (Certified International Wealth ManagerTM). He also has to his credit an MBA with dual specialisation in Marketing & Finance and is a B.Sc. (Bachelor of Science) in statistics.
Back to agenda