Upasana Mondal
Proprietor at DreamBluePrintz
Contact Upasana

I am a Certified Financial Planner (CFP) which is awarded by Financial Planning and Standards Board, India. A fellow of Insurance Institute of India, (FIII) recognized by Govt. of India, IRDA and insurers in India and abroad and also an MBA. Worked with Canara HSBC Life Insurance, and also with Ameriprise (leading financial planners in US though they have closed their Indian financial planning business). At Ameriprise I worked on more than 500 financial plans for Indian and US clients.

Education: CFP, FIII(Fellow of Insurance Institute of India), MBA
Investment advisor since: 2011 (8+ years)
Number of clients: 10+
Based In: Bangalore, Dharwad & Hubbali

Services

  • Mutual Funds Advisory
  • Comprehensive Financial Planning
  • Insurance
  • Tax Planning
  • Equity Research
  • Government Savings Schemes
  • Corporate FDs

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