From being a trained architect to a Certified Financial Planner, Swati Joshi (Founder & Director) has helped her clients shape up for a secured financial future. An avid learner, her keen interest in finance industry combined with helping nature, fueled her passion to take up financial advising as a profession.
Having completed her degree in Architecture, Swati went on to become a CFP in 2009. With a career spanning over 14 years as a CFP, she has helped 1000 plus families and individuals realize their dreams and help them generate wealth for their future. Being an architect brings on added bonus as she qualifies in giving advice to her clients on real estate & valuations.
Achievements & Recognition:
She was awarded the “Birla Sunlife Insurance Company Ltd. (MDRT)” for her exemplary dedication and work. Swati has also been bestowed the title of “Platinum Partner” by Reliance Mutual Fund for her expertise and specialization.
Being a dedicated and thorough professional, Swati always finds time to do something to give back to the society. Working for social causes that are close to her heart, Swati & team at Moneybolism support Mata Balak Utkarsh Pratishthan (www.matabalak.org), a NGO working towards the betterment of rural women in Maharashtra. She also extends hearty support to Jayant Joshi in spreading awareness on recycling of waste.
She resides in Mumbai with her husband, Yogendra, son Varad and daughter Mrunal. Being a complete family person, Swati understands and is well aware of the importance of a financially secured future. And hence, has made it her mission, to help other families become stable and to live a future that they dream of.
Team at Moneybolism are well qualified, experienced and motivated to offer their best. As the members come from various educational backgrounds, they have brought different opinions to table hence offering a very rich work experience. Apart from being excellent advisors, the team meets weekly to keep themselves updated and in sync with the latest changes of this sector. Training sessions, seminars, conferences are some of the regular practices followed here at Moneybolism, aimed to be alert dynamic and efficient.
Using latest software, online platforms, along with personalized CRM to track every individual portfolios and apps for different mutual funds, we at Moneybolism are focused to serve the very best to our clients. Your investments are in safe hands as our team works on the values of strong bonding, trust and complete transparency.
Guiding our clients in their long-term goals which includes extensive wealth creation, imparting knowledge about finance and inculcating a habit of savings/investment the right way-is what we abide by.