About Us

FinanceIQ™ Professional Education was founded in June 2008 by a team of CFA®/MBA/CA with the objective of imparting high quality Investment and Finance education. The idea is to make available proper guidance and support to the vast pool of talent in India who wish to attain world class investment education .In the last few years , the country has seen great amount of changes in the Financial / Investment / Stock Market scenario . Along with this , the demand for the professionals equipped to deal in various specialisations in investments have increased manifold. Our aim is to fill that gap a little bit with the best of our efforts that we can make.

Faculty Team

Pankaj

Pankaj is a Certified Financial Planner and a Licentiate of the Insurance Institute of India. He is also a Certified Trainer for “Chartered Wealth Manager” from American Academy of Financial Management (AAFM).
Pankaj has qualified UGC NET both for JRF & Lectureship & also cleared CFA level 2 .He has done his Post Graduation in Financial Planning & Wealth Management. He has experience of over 4 years in Financial Planning and Financial literacy and has trained his students in more than 15 subjects.

Chetan
Chetan holds a Post Graduate Diploma in Business Management from NMIMS,Mumbai. He has cleared the CFA Level 2 exam . Chetan has nearly 5+ years of work experience in the Financial Services and Investment Management. His most recent assignment was with Knight Frank where he used to manage Fund & Portfolio solutions and Real Estate Investment solutions for the Investment Advisory unit.

His area of interest are Economics, Portfolio Management and Ethics.

Sumeet
Sumeet holds a Masters in Business Administration and has cleared all 3 levels of CFA. He has worked as research analyst for Fast Moving Consumer Goods and Power sector for Indian capital markets.

Gagneet teaches Quantitative Analysis at our Gurgaon center.

Vivek

Vivek is having more than 12 years experience as a Research Analyst & Consultant. He has cleared CFA Level 2 and is currently working as portfolio manager in a leading equity research company.His knowledge and area of expertise include Equity Research, Portfolio Management and Quantitative skills.

Rajiv

He carries with him vast amount of experience and knowledge in various stock broking activities and training and also served as visiting faculty and trainer in Investments & Finance at well known institutes. He has over 4 years of experience in American Express (India) Pvt. Ltd. and other well known multinationals in India.He has a core expertise in fundamental equity research and flair for technical analysis.

Apart from being a Bechelor of Commerce (Honours) graduate from University of Delhi and MBA (finance) ,He has also cleared CFA Level 1 from CFA Institute , USA.

Abhishek

An MBA (Finance) from IMT Ghaziabad, Pursuing CFA (AIMR). He has experience of more than 6 yrs in Financial Management, Management Reporting and Corporate Finance. Currently , He is Working as Reporting & Compliance officer in the country's leading Telecom operator.His subjects areas of interest are mainly Derivatives , Corporate finance , Financial Statement Analysis .