S.No.

CFPCM Certificant Designation

2 Sanjay Durgan Principal
3 Satya Prakash PROPRITER
4 Mukesh Gupta Director
5 Tamanna Varma Sole Proprietor
6 KAMAL R BHAMBHANI Director
9 Gaurav R Minocha Financial Advisor & Trainer
10 Sanjay Yadav Owner
13 PRAMOD BAJAJ Financial Planner
14 Manish Saluja Founder & Chief Financial Planner
15 Rajeev Garg MANAGING DIRECTOR
17 Rajiv Verma CEO
18 VIVEKH PATHAK FOUNDER
23 Sandeep Gupta Proprietor
24 Naveen Madan MANAGER TAXATION
26 Varun Gupta Financial planning consultant
28 Neeraj Chauhan CEO
29 Harpreet Singh Director
31 TARUN K SAXENA Financial Consultant
33 RAJESH BHATIA PROPRIETOR
34 sanjeev thareja CEO
35 Rajeev Malhotra Director
36 Rajiv k Nayar Partner
37 Arun K Tyagi proprietor
39 KUSH KOHLI CO-FOUNDER
40 Ajay Kumar Business Head
41 Rakesh K Chaudhary PROPRIETOR
42 Deepesh Jhamb Executive Finance
43 Dhanya Nair Personal Finance Analyst
46 Varun Gupta Financial planning consultant
 Company City Employment
AbunDanze Delhi Self-employed
SATYA PRAKASH HUF Delhi Self-employed
Wealthcare Securities Pvt Ltd Delhi Self-employed
Vinayaka Investments Delhi Self-employed
Chandra Lakshmi Chit Fund Pvt Ltd Delhi Self-employed
Minocha Associates Delhi Self-employed
S Y Consultants Delhi Self-employed
Self Employed Delhi Self-employed
OpenMySIP.com Delhi Self-employed
BIG BIZ CONSOCIATES Delhi Other
REAL VALUE FINANCIAL SERVICES Delhi Self-employed
FINANCE AND YOU Delhi Self-employed
Sandeep Gupta TAx & Investment Consultant Delhi Self-employed
H.L.MADAN & CO. CHARTERED ACCOUNTANTS Delhi Other
wahi & Gupta Delhi Other
The Financial Mall Delhi Self-employed
Vserv Insurance Service Pvt. Limited Delhi Self-employed
A P Financial Services Delhi Self-employed
Adda FINANCIAL PLANNER Delhi Self-employed
Turtle Financial Delhi Self-employed
Paragon Investment Services Delhi Self-employed
Gupta Nayar & Co. Delhi Self-employed
Neelkanth Nivesh Delhi Self-employed
TRUEMIND CAPITAL Delhi Self-employed
Moneyways Financial Services Delhi Self-employed
KHUSHI FINANCE Delhi Self-employed
Arora & Associates Delhi Other
Value Research Pvt Ltd Delhi Other
wahi & Gupta Delhi Other
 Address
E-2, Greater Kailash-II Delhi, Delhi 110048
E-66, First Floor Greater kailash Part II Delhi, Delhi 110048
A-54 A, LGF, Lajpat Nagar-II, Delhi, Delhi 110024
C 67 2nd Floor Nizamuddin East Delhi, Delhi 110013
#106, Satya Mansion, Ranjit Nagar Complex Delhi, Delhi 110008
64 Tagore Park, Model Town Delhi, Delhi 110009
A/C-14, Tagore Garden Delhi, Delhi 110027
A-901, Taj Appartments, Main Road, Ghazipur, Delhi Delhi, Delhi 110096
C- 577, GROUND FLOOR, VIKAS PURI, Delhi, Delhi 110018
J-14, Part-I, Naveen Shahdra Delhi, Delhi 110032
62, PRAGATI APARTMENTS, SFS, POCKET - 3, PUNJABI BAGH, CLUB ROAD, PASCHIM VIHAR, Delhi
C - 2 / 169, JANAK PURI, NEAR CENTRAL SCHOOL, Delhi
885/58 Lekhu Nagar , Trinagar , Delhi-110035 Delhi
House No.76 ,Pocket A-3 ,Sector-3 ,Rohini ,Delhi -110085 Delh
213 ,Vivekanand Puri ,Sarai Rohilla ,Delhi - 110007 Delhi, Delhi 110007
The Financial Mall, 109, DDA Market near CA Apartments, A-6 Block, Paschim Vihar Delhi
B-706, Gandhi Ashram CGHS, Plot No. 9, Sector 10, Dwarka Delhi
A P Financial Services, 332, IInd Floor, Garg Plaza, Plot no.24, DDA Complex, Road No.44, Pitam Pura, Delhi
C-620 SARASWATI VIHAR Delh
A-171, Shivalik, Malviya Nagar, New Delhi - 110017 Delhi
E-60, Panchsheel Park Delhi
216-A,D.D.A MIG Flats, Rajouri Garden,New Delhi. Delhi
B-64, National apartments, Plot No.4, Sector-3, Dwarka, New Delhi-110075 Delh
D-10, 3RD FLOOR, SOUTH EXTENSION, PART-2, ABOVE ZOHRA SAREES Delhi
AD / 6A , Shalimar Bagh Delhi, Delhi 110088
C-72, Milansar Apartments, Plot No. 2, Sector-14, Rohini Delhi
B-86 , Vinoba Kunj, Sector-9, Rohini Delhi,
P22/7, Tarapore Enclave, Nangal Dewat Village, Vasant Kunj, New Delhi Delh
213 ,Vivekanand Puri ,Sarai Rohilla ,Delhi - 110007 Delhi
Email Id Contact No.
sanjay@abundanze.com 91 9910470555
satprakash100@hotmail.com 011- 29215395
guptapms@gmail.com 91 9810184368
tamanna@vinayakaindia.com 91 9810604746
bhambhani.kamal@gmail.com 011 25704355
g.r.minocha@gmail.com 91 9810211829
011 25440745
pramod.bajaj6@gmail.com 9810569045
manishcfp@gmail.com 9810015292
rajivshally@hotmail.com 9810201309
rajiv@realvaluefin.com 9910894422
vivekhpathakcfp@gmail.com 9899111228
lakshyainvestment@gmail.com 9811285075
naveen_dec@yahoo.com 9911758881
varun4evr@gmail.com 9868089958
thefinancialmall@gmail.com 9810164567
harpreet.singh@vservgroup.com 9810155630
saxenatk@gmail.com 9350306676
rajeshbhatiacfp@gmail.com 9868998076
tharejasanjeev@gmail.com 011 41831282
paragoninvest@gmail.com 9910917223
nayar.rajiv@gmail.com 9810209950
aruntyagiin@yahoo.co.in 9311443759
kushkohli@gmail.com 8010548231
ajaymalhotra2020@gmail.com 9810034037
khushifinancedelhi@gmail.com 9811006062
deep_jhamb@yahoo.co.in 9990400900
dhanya.cfp@gmail.com 7034817454
varun4evr@gmail.com 9868089958
mail the details on mukesh@wealthcareindia.com
varmatamanna@gmail.com

busy

interested send the mail to fix the meetings

speaking to someone else
mail the details an dthen he will talk
call after Monday
send the mail and he will respond after that
interested in the meeting send mail regarding the comapnay details

call after an hour

no Hni availbale
hangs up the call

number out of service

mail the details and then follow up tomorrow morning
mail the details and then follow up tomorrow morning
khushkohli@truemincapital.com
wrong number
no HNI clients
did not pick up
mail the details and then follow up tomorrow morning
not interested
ready to meet
not avaible out of town will be availabe only after 26th intersted

did not receive

will not be available, he will discuss over call

will revert in the mail

deosnot have HNI small firm will not be fruitful

busy
busy today havent checked the mail
mail the details and call tomorrow to set up a meeting

no HNI clients
will not be a right fit for her, she will find it difficult to convince the clients to invest as the returns will be low in this regard
busy on some work call later travelling out will meet in the !st week of July

did not connect

1 week of July
possible only next week
havent gone through the mail will revert there itself
Sl NO 4
1 Mainstream Investments Advisors Pvt Ltd
2 Harish Kumar Arora
3 Turtle Financial
4 Vijay Arya Financial Planner & Tax Consultant
5 Secure Life
6 Kushagra Centre For Financial Learning
7 RR INVESTORS retail services pvt ltd
8 My Financial Clinic
9 Khushi Finance
10 Part Time Accountant
11 Col Arun Gupta
12 MTM & CO
13 Meri Punji
14 My Financial Planner
15 iVentures Academy Of Business & Finance
16 Advantage Financial Planners
17 Wealthcare Securities Pvt. Ltd.
18 CEBR Financial Planners Private Limited
19 JaZaa Financial Advisory Pvt.Ltd.
20 WealthhunterIndia
21 Financial Planning Advisor
22 Fincart Financial Planners
23 Intelliplan Financial Planners India
24 Global Financial Advisors
25 Elite Wealth Advisors Limited
26 Sterling Financial Advisors & Trainers
27 Eko India Financial Services Pvt Ltd
28 NEXGEN Financial Solutions Pvt. Ltd
29 Alamak Capital
30 Wegmans Financial Services Ltd
31 CELEB FINANCIAL PLANNERS Global
32 Atwal Financial
33 Sunil Kapoor Financial Advisor
34 Success Financial Services
35 Citrine Financial Advisors LLP
36 Mutual Fund - Financial Planner
37 Sanjeev Kumar (Financial Adviser)
38 Protus Financial Services
39 Max Finance Company
40 Mukesh Raj & Co.
41 V Combine Financial Services
42 The Financial Mall
43 D & A
44 Rabo Equity Advisors Private Limited
45 MTM & CO
46 KW Wealth Advisors
47 Guru Property & Finance Adviso
48 Vinlove Financial Service
49 Nucleus Partners
50 Mahadev Finance
51 Bansal Garg & co
52 Sana Securities
53 Reservoir Financial Pvt Limited
54 DhanCreators
55 S B financial
Address
H-17a, Unit No. 311, Kalkaji, Delhi - 110019, Opposite G-Block Bus Stop
158, 3rd Floor, Chitra Vihar, Preet Vihar, Delhi - 110092
A-171, Shivalik, Malviya Nagar, Delhi - 110017
Flat Number 1482, Arun Vihar, Sec 37, Noida - 201310, Opposite Lal Market
226 Ring Road Mall, Second floor, Rohini Sector 3, Delhi - 110085, kali mata mandir
Sco 9, G 26, Sector 31, Gurgaon - 122001, Main Huda Market, Sector 31 And 32
N-24, Connaught circus, Connaught Place, Delhi - 110001
House Number 50, Shakarpur, Delhi - 110092
B - 237, North Ex Mall, Rohini Sector 9, Delhi - 110085
B 295, madanpur khdar extn, Sarita Vihar, Delhi - 110076, nr- chauhan dairy
16/3, New Rohtak Rd, Block 69D, Dori Walan, Karol Bagh, New Delhi, Delhi 110005
Pocket K - 9, LGF, Near Savitri Flyover, Chittranjan Park (CR Park), New Delhi, Delhi 110019
203, Siddhartha Chambers, Hauz Khas, Kalu Sarai, New Delhi, Delhi 110016
2, Mangla Apts Block-G, Near Kalkaji Post Office, Kalkaji, New Delhi, Delhi 110019
Aram Bagh, Paharganj, New Delhi, Delhi 110001
107, Qutab Plaza, DLF Phase 1, Sector 26, Gurugram, Haryana 122002
Lajpat Nagar Metro Station, A-54 A, Near, Lala Lajpat Rai Rd, Lajpat Nagar II, Lajpat Nagar, New Delhi,
T -7 , Anupam Plaza , IIT Gate Crossings ,Hauz Khas, New Delhi, Delhi 110016
2Nd And 3Rd Floor , 84D, Trikona Park , Okhla, New Delhi, Delhi 110025
A-215/2 Chawla Complex, Street Number 1, Shakarpur, Vikasmarg, New Delhi, Delhi 110092
4382, Ansari Rd, Dariya Ganj, New Delhi, Delhi 110002
323,3rd floor,, US Complex , 120 Mathura Road, New Delhi, Delhi 110076
48 A, DDA, Phase-II, Qutab Enclave, New Delhi, Delhi 110016
BMS Business Centre, 10 PVR Plaza Complex, Connaught Circus, New Delhi, Delhi 110001
S-8, DDA Shopping Complex, Mayur Vihar Phase-1, Near Jeevan Anmol Hospital, New Delhi, Delhi 11
76, Masjid Moth, South Ex. Part-2, New Delhi, Delhi 110049
Lala Lajpat Rai Road, Nehru Place, New Delhi, 110019
Madhuban Building, 709, 55,, Nehru Place, New Delhi, Delhi 110019
C-56, Basement, Soami Nagar, New Delhi, Delhi 110017
F-7, East Of Kailash, New Delhi, Delhi 110065
f- 1035. Shanti Kunj, Mehrauli, New Delhi, Delhi 110030
W19 A Hill View 3rd Floor, Greater Kailash 1, New Delhi, Delhi 110048
E-208, Gobind Chailani Marg, Block 4D, Rajinder Nagar, New Delhi, Delhi 110060
Shop No 1 Gali No 4 Tughlakabad Extension Opposite Gurudwara, Kalkaji, New Delhi, Delhi 110019
B-302, 3rd Floor, Somdutt Chamber 1, Bhikaji Cama Place, New Delhi, Delhi 110066
17, Netaji Subash Marg, Daryaganj, New Delhi, Delhi 110002
A-701,Near DPA Public School, new ashok nagar, Delhi 110096
RZ 290/17 1st Floor Main Opposite Tara Appartment Tughalkabad Extension, Main Jagadamba Rd, Kalk
F-48, Main Road, Block F, Kalkaji, New Delhi, Delhi 110019
C-63, First Floor, Preet Vihar, Opp. Metro Pillar No. 78, Vikas Marg, New Delhi, Delhi 110092
A-125, Pocket -11, Jasola Vihar, Jasola, Delhi 110025
A-6/1, Choudhary Balbir Singh Marg, Police Colony, A 3 Block, Paschim Vihar, Delhi, 110063
13,Community Centre,2nd Floor, Raja Dhirsain Marg, Block D, East of Kailash, New Delhi, Delhi 11006
D-41, 3rd Floor, Defence Colony, New Delhi, Delhi 110024
Pocket K - 9, LGF, Near Savitri Flyover, Chittranjan Park (CR Park), New Delhi, Delhi 110019
LMR House, S- 16, 2nd Floor Green Park Extension, Uphaar Commercial Complex, New Delhi, Delhi 1
B-1230 Shastri Nagar, Main Market, Main Market, New Delhi, Delhi 110052
4852/24, Basement, Ansari Road,, Darya Ganj, New Delhi, Delhi 110002
M-13, LGF, South Extension 2, New Delhi, Delhi 110049
Block 9, Dakshinpuri, New Delhi, Delhi
Esteem Complex, C - 208, Savitri Nagar,, Near Sheikh Sarai, Phase - I,, New Delhi, Delhi 110017
Bahadur Shah Zafar Marg, Balmiki Basti, Vikram Nagar, New Delhi, Delhi 110002
Shop No SF-4, Plot No-9D, Aditya Mega Mall, Central Business District, Shahdara, Jhilmil Colony Industr
514, Suneja Towers 1, District Centre, Janakpuri, Delhi, 110058
23/21 Ist Floor East Patel Nagar, New Delhi, Delhi 110060
Contact No Website
(91)-11-33064756 www.mainstream.co.in
(91)-11-33495946 www.investkar.in
(91)-11-39545444 www.turtlefinancial.co.in
(91)-11-39513198 www.dhanmantra.com
(91)-9810093263 www.securelifess.com
(91)-9899396867
(91)-9540056436
(91)-9560102743
(91)-9811006062
(91)-9899787873
(91)-98101 04100
(91)-97175 60005
(91)-95996 97636
(91)-93104 42229
(91)-11 2358 5600
0124 450 2200
(91)-98101 84368
(91)-98113 60442 http://business.google.com/website/cebr-financial-planners-private-limited/
011 2631 0002 http://www.jazaa.in/
097170 33377 http://www.wealthhunterindia.com/
098101 77058
011 2639 7231
(91)-98108 47967 http://intelliplanfpi.com/
011 4151 3601 http://globalfinancialadvisors.in/
011 4244 5800 http://elitewealth.in/
(91) 99990 71304
1860 500 6677 http://eko.co.in/
011 3068 2000 http://www.nexgenfin.com/
011 4132 9808 http://www.alamakcapital.com/
0416 233 5052 http://wegmans.in/index.html
(91)-98115 36424
(91)-83739 28038
(91)98105 52215
(91)-99118 00011
011 4109 4292 http://citrinefa.com/
(91)98916 45052 http://productupdatesforclients.blogspot.in/
(91)-98732 88121
098103 73365
085278 15561
095608 91932 http://mukeshraj.com/
098113 87726
011 2525 9333 http://www.thefinancialmall.com/
011 2621 0860 http://www.dnafinserv.com/
011 6633 9898 http://raboequity.com/
097175 60005
011 4058 6428
011 3250 8963
011 4156 3770
095825 51161
099116 23435
093100 37977
011 4151 7061
011 4033 3400
095999 56770 http://www.dhancreators.com/
098118 98118