Bhupesh, the founder of Maestrro Finplan Academy, holds a finance degree from Mumbai University and possesses a robust background in Chartered Accountancy. His passion for personal finance led him to his true calling in Certified Financial Planning, where he demonstrates extensive expertise and profound understanding. With a blend of practical experience and academic knowledge, Bhupesh is dedicated to sharing valuable insights and guiding over 600 clients towards prosperous careers in financial planning.
Obtained Certified Financial Planning qualification from the Financial Planning Standards Board, enhancing expertise and credibility.
Serving a diverse client base and providing comprehensive financial planning services.
Guiding 600+ Clients to Financial Success
At Maestrro Finplan Academy, we believe growth happens through expert guidance, practical learning, and consistent mentorship. Our mission is to shape confident finance professionals ready for real-world challenges.
Founder
Assistant Vice President at Anand Rathi Wealth Limited
Associate Financial Planner at Smart Finserve
Wealth Account Manager at Anand Rathi Wealth Limited
