Neeti Trivedi

 

 


 

She is a Chartered Accountant and a Certified Financial PlannerCM with 13 years of working experience across banking, IT and financial services. She is a Partner at Acumoney Consulting LLP, a firm offering Business Consulting Services to SMEs and Financial Planning Services to retail clients.

Ms. Neeti has conducted several seminars on personal finance across corporates in Pune and Bangalore and is also the Treasurer and Managing Committee member at the Council of Financial Planners (COFP), which is a professional body of financial planners.

In the past, she has been a faculty of the CFPCM course at the International College of Financial Planning, Bangalore and IIJT Team Lease. She has also been the Chapter Director at the Prosperity Chapter of Pune for Business Network International (Worlds largest business network organization), Finance Consultant at Infosys Technologies and Credit Manager at ICICI Bank.




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