Certified Financial Planner (CFP)

Alok Dubey

Alok is passionate about working with I.T Professionals and their families to create financial plans that take complex money-issues and simplify them. He has been learning about Investments and Equities since the age of 12 at his father’s firm. Alok’s biggest goal is to help his clients free up their time so that they can focus on what matters in life, all while growing their wealth and meeting their goals.

During Weekends, he loves to spend time with his family and looking out for new food joints in and around Pune.

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Personal Skills

Product Design
Design & Development Support
User Experience & Research

Careers Guidelines

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